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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: stockfiend who wrote (91257)12/6/2008 6:58:18 PM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
Unfortunately what you ask is not possible.

Citigroup has $1T in SIVs of questionable value, Goldman Sachs is hiding out in level 3 assets (as is everyone else).

They suspended mark to market accounting so there are suspicions everywhere and rightfully so about how how much any of that credit that is on the books is worth.

Mish



To: stockfiend who wrote (91257)12/6/2008 7:00:52 PM
From: mishedlo2 Recommendations  Respond to of 116555
 
Case Shiller CPI vs. CPI-U November 2008 Analysis
globaleconomicanalysis.blogspot.com
This post is an update on the Case-Shiller-CPI (CS-CPI).

The chart is courtesy of my friend "TC" and a brief explanation is that the Case-Chiller housing index is substituted for Owners' Equivalent Rent in the CPI. The results are compared to the BLS Government Published CPI (CPI-U called OER-CPI in the following chart)....
Mish


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