| Bernanke assumes equilibrium, where there is none, & ignores debt deflation-Steve Keen’s DebtWatch 9/3 |
| Citigroup strategist: shift out of equities may be multi-decade in nature-FT Alphaville 9/2 |
| Bill Miller: Stocks must outperform bonds because of their 20-yr underperformance-Financial Times 9/1 |
| Jeremy Grantham: America faces a seven year grinding recovery-MarketWatch |
| People are starting to question whether propping up housing is a good idea-Los Angeles Times 8/30 |
| It may take until 2030 for the S and P 500 EPS to return to its trend line-Thoughts from the Frontline |
| Simon Johnson: if we don't raise our tax burden, we'll have another crisis-Baseline Scenario 8/26 |
| Truthteller Blodget: Fannie and Freddie exist to make houses more expensive-Business Insider |
| On August 24th, the Hindenburg Omen got its third confirmation-Zero Hedge 8/25 |
| Underfunded corporate pensions may crush equity prices for years to come-Barrons 8/24 |
| Gold is decoupling from the stock market as well as other commodities-Forbes |
| QE 2.0 is likely to induce a large, abrupt shift in dollar exchange rate-Hussman Funds 8/23 |
| August 12th Hindenburg Omen got its first confirmation on August 19th-Zero Hedge 8/20 |
| George Tritch's 16/18/20 year panic cycle work from 1872-FT Alphaville 8/19 |
| Keynesian endpoint: when debt-servicing exceeds tax revenue-Zero Hedge 8/18 |
| Investors in U.S. Treasuries court capital losses-Wall Street Journal |
| Bank of New York notes a record high correlation between asset classes-Zero Hedge 8/17 |
| John Embry: the endgame is a new currency system with a gold component-The Market Oracle |
| Retail investors comprise the marginal buyer in the U.S. Treasuries bubble-WSJ Deal Journal |
| Miles Franklin: no secondary market for gold, people buy, they don't sell-Casey’s Research 8/16 |