Category: Predictions

And later neatly stumbled over

22 February, 2010 (12:05) | Bankruptcy, California, Predictions, State, US News | No comments

By: David A. Smith
 
Our choicest plans have fallen through
Our airiest castles tumbled over
Because of lines we neatly drew
And later neatly stumbled over
Piet Hein, Grooks, On Problems
 

Don’t do this …
 
“If you think this country’s in bad shape,” sang Rufus T. Firefly in Duck Soup, “just wait ’til I get through with it!”  That seems to echo [...]

Month in Review January, 2010: Part 2, groping among the trees

19 February, 2010 (09:27) | Estates Taxes, Legislation and policy, Month in review, Predictions, Speculation, US News | No comments

[Continued from yesterday's Part 1.]
 
By: David A. Smith
 
[A full year's Month in Review available here: Dec 09, Nov 09, Oct 09, Sep 09, Aug 09, Jul 09, Jun 09, May  09, April 09, Mar 09, Feb 09, Jan 09.]
 
In January, aside from one little post about the invisible delights of apartment living (It’s what you [...]

Month in Review January, 2010: Part 1, seeing the forest

18 February, 2010 (10:49) | Essential posts, Legislation and policy, Month in review, Predictions, Speculation, US News | No comments

By: David A. Smith
 
[A full year's Month in Review available here: Dec 09, Nov 09, Oct 09, Sep 09, Aug 09, Jul 09, Jun 09, May  09, April 09, Mar 09, Feb 09, Jan 09.]
 
A blog is pointillist – sparkly bits of insight (we hope) collected by the roving eye of an intellectual crow.  Yet [...]

Predictions for 2010: Part 3, housing and affordable housing

21 January, 2010 (12:13) | 2010, Finance, Housing, Predictions, Speculation, Tax credits, US News | No comments

By: David A. Smith
 
[Expanded greatly from State of the Market 23, available in the Recent issues section of the CAS Financial Web site.]
 
[Continued from yesterday's Part 2 and the preceding Part 1.]
 
What’s bad for production is good for affordability – isn’t it?
 
C. Housing and affordable housing, excess housing, enough affordability?
 
Housing both drives the economy (via [...]

Predictions for 2010: Part 2, US capital markets

20 January, 2010 (11:51) | 2010, Finance, Housing, Predictions, Speculation, Tax credits, US News | 1 comment

By: David A. Smith
 
[Expanded greatly from State of the Market 23, available in the Recent issues section of the CAS Financial Web site.]
 
[Continued from yesterday's Part 1.]
 
Yesterday’s potful of predictions focused on macroeconomic policy: Bernanke’s reappointment, rising US interest rates, lingering recession, surprisingly strong dollar, risks of sovereign bankruptcy, and capital markets around the world. [...]