– Housing values need to fall another 20% to get back to trend (7 minutes)
– Further weakness ahead in home sales but no double dip (4 minutes)
– No way to sugar coat the latest housing numbers (4 minutes)
– Housing is a mess and demand side will take years to recover (6 minutes
– QE will deliver quick asset gains but much pain longer term (6 minutes)
– Turning on money tap will prove fruitless due to deleveraging (4 minutes)
– Easy money and deficits will lead to dollar destruction (4 minutes)
– Value has never been better for stocks versus bonds (3 minutes)
– Bonds on their way to negative yields (3 minutes)
– Bond bubble continues building (7 minutes)