Posted by Bill Coppedge

What Does a Recession Look Like? - John Mauldin’s Weekly E-Letter 

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Options Theory and Mortgage Pricing - this should be read and saved - excellent tutorial from Tanta at Calculated Risk 
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Will this crisis reshape mortgage industry? -  Seattle Post Intelligencer 

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Paulson Comments on the Current State of the US Economy -  The following is a speech by Secretary Henry Paulson on the Economy, before the Real Estate Roundtable. -  riskcenter.com  free reg.

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High Yield Spreads: Up, Up, and Away - BIG 

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Subprime, CDO Bank Losses May Exceed $265 Billion, S&P Says - Bloomberg 

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New Mortgage Industry Report From S&P Offers Biannual Lending Analysis -  … Servicers, in turn, can use the Spotlight Report as a way to measure their own performance against the industry at large …- PR Web 

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Moody’s: Rapid Amortization on HELOCs a Concern -  good explanation - housingwire

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Worth Noting: BofA Actually Securitizing an Alt-A Deal -  housingwire

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Long Term Chart of Federal Funds Rate - Babak - tradersnarrative.com 

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great find by Ira Artman - thanks Ira -    Timber Trends- The Campbell Group 
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Vernon Hill joins Bankstocks.com !  this will be fun - A New Era Begins For Bankstocks.com

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thanks M - I needed this - Congress To Raise Alpacas To Aid Struggling Economy - The Onion 

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Financial Sector: More Damage to Come - by Barry Ritholtz  -  The Big Picture

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The Risk Cycle  - By John H. Makin -   AEI 
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How to tell if a listing is overpriced -  New technology creates data that are tough to refute -  Inman