onsdag 29 augusti 2012

54 st att hålla ögonen på

De här 54 anses ha sett krisen 2007-xxxx komma. Det kan vara värt att hålla ögonen på dem vad gäller den närmaste framtiden. Jag har markerat de jag själv håller koll på. Bland de som absolut INTE såg krisen komma finns t.ex. Ben Bernanke.

The following is an extended list of individuals that appear to have some justification for claims of warning in advance of a housing crash, financial crisis, or a critical aspect of the crisis. I do not claim to substantiate the claims of all of these individuals - I am in most cases citing prior sources (in parenthesis below).

Bill Ackman (EPw, Fortune, Who’s Holding the Bag? (May 2007), and Confidence Game)

Sheila Bair (Chrostowski, Nocera - see also Wash Post article)

Dean Baker (Bezemer, EP, RA3) - Baker Survey

Richard Baker (Fortune 2008 & 2003)

Roy Barnes (Hirsh)

Rick Bookstaber (Salon, A Demon of Our Own Design 2007)

Susan Bies (Chrostowski - 2006 FOMC Transcripts)

Claudio Borio (Tett, Bezemer*)

Brooksley Born (Frontline, EPw, Chrostowski)

Vox Day (Hannity) - Day Survey

Marc Faber (BW)

Fred Foldvary (Crane, Gaffney) - Foldvary Survey

Robert Gnaizda (NYTimes - hat tip EPw, Gnaizda is also interviewed in Inside Job)

Wynne Godley (9/2/1926 – 5/13/2010) (Bezemer, RA9)

James Grant (BW)

Jeremy Grantham (BW, Ody, WSJ)

Jeffrey Gundlach (Barrons)

Fred Harrison (Bezemer, The Chaos Makers 1997, Boom Bust 2005) - Harrison Survey

Kenneth Heebner (WSJ - "significant decline in prices is coming"...but..."won't by itself push the economy down")

Michael Hudson (Bezemer, RA8)

Eric Janszen (Bezemer, America's Bubble Economy 2006)

Med Jones (EP)

Steve Keen (Bezemer, EP, RA1) - Keen Survey

Mark Kiesel (Ody)

Paul Krugman (EP, RA7)

Sir Andrew Large (Hancock and Zahawi in Masters of Nothing - hat tip Steve Denning)

Jakob Madsen (Bezemer, EP, RA12) - Madsen Survey

Michael Panzner (BW, Financial Armageddon 2007)

Frank Partnoy (FT, NPR, FIASCO (1997), and Infectious Greed (2003))

Ron Paul (MinnPost, Rand Paul - "During congressional hearings in 2003, Ron Paul predicted the housing crisis and market crash")

Ann Pettifor (RA5, The Coming First World Debt Crisis 2006) - Pettifor Survey

Robert Prechter (EPw, BW, Conquer the Crash 2002)

Raghuram Rajan (Bezemer*, EPw)

Andrew Redleaf (NYT)

Kurt Richebächer (1918–August 24, 2007) (Bezemer, RA11)

Stephen Roach (BW)

Robert Rodriguez (& Tom Atteberry) (Ody, Fortune, WSJ, and The End of Wall Street) - Rodriguez Survey

David Rosenberg (BW)

Joshua Rosner (Coming Nightmare 2004, and Where Did the Risk Go? 2007)

Nouriel Roubini (Bezemer, EP, RA2, BW, Ody, Fortune)

John Rubino (How to Profit from the Coming Real Estate Bust 2003) - Rubino Survey

Peter Schiff (Bezemer, EP, BW, Ody, WSJ, Crash Proof 2007)

Robert Shiller (Bezemer, RA6, Ody, Irrational Exuberance 2, The One Who Saw It Coming)

Gary Shilling (BW)

Paul Singer (& Jim Chanos) (Bloomberg, Benner, and WSJ)

Jens Kjaer Sorensen (Bezemer - The Dynamics of House Prices - International Evidence - 2006)

George Soros (RA10)

Joseph Stiglitz (RA4, Hirsh)

John Talbott (Bezemer*, The Coming Crash in the Housing Market 2003, and Sell Now! 2006) - Talbott Survey

Nassim Taleb (EPw, BW, Triana, The Black Swan (4/17/2007))

David Tice (Ody)

Claus Vogt (Das Greenspan-Dossier in German)

William White (Tett, and Early Prediction of Worldwide Banking Crisis Ignored (7/8/2009))

Meredith Whitney (BW, Ody, The Big Short)

2 kommentarer:

Anonym sa...

Ser att vi har en del gemensamma informationskällor.

Har läst Nassims böcker - men var kan man hitta hans marknadskommenterande inlägg? Har du något bra tips?

Tyler sa...

Nej, han kommenterar ingenting om finans någonstans.

Du kan like:a hans Facebooksida, men där kommenterar han inte marknaden "and similarly depraved topics".