Well, there are two ways to answer this question: 1. the way it appears above and 2. by flipping it on its head - eg, 'who's been most wrong/who should I not trust?' Answering #2 strikes me as much more fun, so let's begin there.
And Barry Ritholtz has done us all a large favor, by already compiling a really fun and funny list of court jesters. See it here: http://www.ritholtz.com/blog/2008/12/worst-predictions-for-2008/ . It's an update on this Worst Calls of 2008 , which has moments of pure hilarity in the comments section.
Some consistent, and predictable villains:
- CNBC (shame on them, even today, as we speak, they're yelling about 'bottoms' and 'stocks to buy'.
- Kudlow
- Cramer
- The loathsome noontime duo of Kneale and Caruso Cabrera ( I have never seen either one say anything even remotely intelligent)
- Ben Stein
- Donald Luskin
- The WSJ editorial board
- The National Association of Realtors (esp the festering sores Lawrence Yun - Lawrence Yun Watch - Follow the NAR's hack as he denies the ... - and his evil predecessor David Lereah - David Lereah Watch)
- Bob Doll (still flogging his portfolio, as recently as this morning on CNBC)
Ok, enough of that fun.
Who's been right? Well, the links to blogs on this site are for sure places to start, beginning with Dr Roubini, and continuing on to Mr Ritholtz, Mr Setser (more restrained, but read through the lines), Macroman, and, of late Simon Johnson (Baseline Scenario). I call these folks out in particular, but all the links to the right are highly recommended
Then throw in the following academics/journalists, in no particular order:
- Martin Wolf (FT)
- Robert Shiller (Yale; Case Shiller)
- Neil Ferguson (now at Harvard)
- Paul Krugman
- The NYTimes' business section columnists, esp Leonhart, Nocera and Norris
Am I missing folks? No doubt for sure, as I whipped this together in response to a question this morning. Please improve, add, subtract, etc...
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