Let's put this in context by referencing "Are We In a “Banking” Depression?" Friday, October 1st, 2010
Next, we take a look at the REAL housing situation... Those Who Blindly Follow Housing Prices Without Taking Other Metrics Into Consideration Are Missing the Housing Depression of the New Millennium. Monday, October 4th, 2010
Enough of the free stuff. Subscribers (click here to subscribe), be sure to go through my housing models and bank analysis from the past month. Morgan Stanley, Wells Fargo and Sun Trust are up on tap. I will be releasing out proprietary foreclosure and shadow inventory report for professional and institutional subscribers by Monday, possibly over the weekend, as well advanced views of GS and JPM from a balance sheet perspective. This is very valuable information and analysis to plug into your bank assumptions.