Well… My crystal ball has been right and wrong in following the ongoing soap opera that is the American Economy.
With talk of (at least partial) nationalization of BofA and Citi, I think I was misguided in my assesment of their strength. My logic was that financially strapped organizations wouldn’t be acquiring large companies who would [...]

I don’t think a day goes by that someone doesn’t ask me where I think the economy is going - today I think I got a half dozen.
What has changed since my “Economy” post?  A bit.  The guys that I thought were playing it smart have started to look like they’re stumbling - Citi, JPMorgan [...]

When Did the Credit Crunch Begin?
There are a million theories as to where this mess all began. I believe it began during the 90’s economic expansion, the dot-com bubble, and subsequent bust, continuing to about 2005/2006 when the real estate market topped-out and interest rates began to rise. In the late 70’s many people had [...]