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http://economistsview.typepad.com/ One of the big questions for policymakers is how much of the current downturn represents of temporary cyclical fluctuation and how much of it is a permanent reduction in out productive capacity.

Economist's View

Business & Economics | The Browser

The author of The Architecture of Markets says it’s important to understand social aspects of economic behaviour, particularly when times of crisis reveal shortcomings of traditional economic theory http://thebrowser.com/sections/business-economics
Submitted by Tyler Durden on 03/22/2012 - 18:39 Auto Sales CDS China Consumer Sentiment Crude David Rosenberg Global Economy Housing Starts Iran Israel Merrill Michigan NAHB NFIB Payroll Data Personal Income recovery Rosenberg University Of Michigan

zero hedge | on a long enough timeline, the survival rate for everyone drops to zero

http://www.zerohedge.com/
http://www.bearishnews.com/

Bearish Market News | By Adam Sharp

Thanks to the job protections California affords to this class of public employees, the thorough, independent review available to the public and the press has no bearing on the fate of the man who inspired it; whereas whether or not he’ll continue to patrol among the very students he needlessly sprayed is determined by a secretive process wholly lacking in transparency, and accountable only to the administrative apparatus whose very failure helped cause the pepper spraying.
A new survey of executives by the Economist Intelligence Unit adds another perspective to the all-but-inevitable event roiling financial markets: a Greek default. Nearly three-quarters of more than 300 executives polled by the EIU over the past week believe that Greece will eventually default on its debt. (For the full survey results, visit the EIU’s Business Research site .)

Daily data point

http://eiudatapoints.wordpress.com/

GuruFocus - Stock Picks, Portfolios of Warren Buffett Guru Investors

A Dividend Paying Net-Net with 17 Straight Years of Profits Issue released on April 6, 2012 April's Ben Graham Net-Net Newsletter pick has been profitable for 17 straight years. http://www.gurufocus.com/
http://www.ritholtz.com/blog/

The Big Picture

All this week, we are looking at the Housing Recovery theme, challenging assumptions that make up the bullish argument. Monday, we began with Debunking the Housing Recovery Story , starting with Shadow inventory. On Tuesday, it was Reality Check on Home Affordability .