Chapter 5: The Value of External Data

1 Michael Lewis and Jonas Karlsson, ‘Betting on the Blind Side’, Vanity Fair, 24 Sept. 2015. <http://www.vanityfair.com/news/2010/04/wall-street-excerpt-201004>.

2 ‘The State of the Nation’s Housing’, Joint Center for Housing Studies of Harvard University. <http://www.jchs.harvard.edu/sites/jchs.harvard.edu/files/son2008.pdf>. See Figure 4, p. 4.

3 Roger C. Altman, ‘The Great Crash, 2008’, Foreign Affairs, 3 Feb. 2009. <https://www.foreignaffairs.com/articles/united-states/2009-01-01/great-crash-2008>.

4 Steve Blumenthal, ‘On My Radar: Global Recession a High Probability’, CMG, 20 Nov. 2015. <http://www.cmgwealth.com/ri/on-my-radar-glgh-probability/>.

5 Michael J. Burry, ‘I Saw the Crisis Coming. Why Didn’t the Fed?’ The New York Times, 4 Apr. 2010. <http://www.nytimes.com/2010/04/04/opinion/04burry.html>.

6 Tyler Durden, ‘Profiling “The Big Short’s” Michael Burry’, Zero Hedge, 20 July 2011. <http://www.zerohedge.com/article/profiling-big-shorts-michael-burry>.

7 Robert Peston, ‘Northern Rock Gets Bank Bail Out’, BBC News, 13 Sept. 2007. <http://news.bbc.co.uk/1/hi/business/6994099.stm>.

8 Paul Sims and Sean Poulter, ‘Northern Rock: Businessman Barricades in Branch Manager for Refusing to Give Him £1 Million Savings’, Daily Mail, 15 Sept. 2007. <http://www.mailonsunday.co.uk/news/article-481852/Northern-Rock-Businessman-barricades-branch-manager-refusing-1-million-savings.html>.

9 David Lawder, ‘U.S. Backs Away from Plan to Buy Bad Assets’, Reuters, 12 Nov. 2008. <http://www.reuters.com/article/us-financial-paulson-IDUSTRE4AB7P820081112>.

10 ‘JPMorgan Chase and Bear Stearns Announce Amended Merger Agreement and Agreement for JPMorgan Chase to Purchase 39.5% of Bear Stearns’, SEC, 24 Mar. 2008. <https://www.sec.gov/Archives/edgar/data/19617/000089882208000320/pressrelease.htm>.

11 ‘A.I.G.’s $85 Billion Government Bailout’, The New York Times, 17 Sept. 2008. <https://dealbook.nytimes.com/2008/09/17/aigs-85-billion-government-bailout/>.

12 ‘Case Study: The Collapse of Lehman Brothers’, Investopedia, 16 Feb. 2017. <http://www.investopedia.com/articles/economics/09/lehman-brothers-collapse.asp>.

13 Steve Fishman, ‘Burning Down His House’, New York, 30 Nov. 2008. <http://nymag.com/news/business/52603/>.

14 David Ellis, ‘Lehman Posts $2.8 Billion Loss’, Cable News Network, 9 June 2008. <http://money.cnn.com/2008/06/09/news/companies/lehman_results/>.