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Meltdown Presentation

Really interesting presentation from the guys at Sequoia on the meltdown. Hard not to agree with any of their recommendations.

3 Responses

  1. By Tom O’Brien on October 10th, 2008 at 8:26 am

    Nice post – thanks for sharing this deck. Nice to have some charts to back up what seems true to me.

    (When people are using inflated homes as piggy banks, we got a heap of trouble headed our way!)

  2. By Bruno Sarda on October 10th, 2008 at 8:49 am

    Excellent overview, thanks for posting Andy.

  3. By Bob B. on October 10th, 2008 at 12:10 pm

    Like many I’ve seen in the past several weeks this one continues to open the eyes as to what’s coming. I think the pull back will be agressive and long.

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