There is no macroeconomic analysis. There is a little blurping about subprime and MBSes but that is even less astute than you’ll find explained on the blogs.
Notice how the people quoted have impressive titles, but no listed affliations? the only one I see is Hamid Varzi ith IHT. They’re quoting an opinion piece. An opinion piece written by a banker in Tehran, Iran. http://www.iht.com/articles/2007/08/17/opinion/edvarzi.php
