I’ve come across some insightful presentations and posts that help explain the current state of the mortgage industry and the global financial system / markets. All great reads.
The Milken Institute’s presentation on the mortgage meltdown - a great (data intensive) overview of the lead up to the mortgage meltdown. Makes you wonder how more people didn’t see this coming… (warning – quite long)
Highlights from Paul Kedrosky’s recent posts on subject:
- Credit Crisis, Companies, and the Economic Outlook
- Mark-to-Market Myths
- Get Your Banking Crises Correct: 1872/3 vs. 1929
- Warren Buffet on Charlie Rose
Marc Faber’s view on the global markets & predictions on what’s to come - Faber is a renowned contrarion, which is important to keep in mind. But the points he makes are compelling nonetheless. (same warning – quite long)
0 Responses to “Links on the Mortgage Crisis & Financial Markets (Milken Institute, Pedrosky, Faber)”