Andy Lees of UBS wrote a very interesting analysis in the form of a free eBook that can be downloaded or viewed online. <a title="View Andy Lees The Weakest Link on Scribd" href="http://www.scribd.com/doc/17761313/Andy-Lees-The-Weakest-Link" style="margin: 12px auto 6px auto; font-family: Helvetica,Arial,Sans-serif; font-style: normal; font-variant: normal; font-weight: normal; font-size: 14px; line-height: normal; font-size-adjust: none; font-stretch: normal; -x-system-font: none; display: block; text-decoration: underline;">Andy Lees The Weakest Link</a><object id="doc_629327070226048" name="doc_629327070226048" height="500" width="100%" type="application/x-shockwave-flash" data="http://d1.scribdassets.com/ScribdViewer.swf" style="outline:none;"> <param name="movie" value="http://d1.scribdassets.com/ScribdViewer.swf"> <param name="wmode" value="opaque"> <param name="bgcolor" value="#ffffff"> <param name="allowFullScreen" value="true"> <param name="allowScriptAccess" value="always"> <param name="FlashVars" value="document_id=17761313&access_key=key-7tck3df7aq7cif410f9&page=1&viewMode=list"> <embed id="doc_629327070226048" name="doc_629327070226048" src="http://d1.scribdassets.com/ScribdViewer.swf?document_id=17761313&access_key=key-7tck3df7aq7cif410f9&page=1&viewMode=list" type="application/x-shockwave-flash" allowscriptaccess="always" allowfullscreen="true" height="500" width="100%" wmode="opaque" bgcolor="#ffffff"></embed> </object>
Interesting commentary on ZeroHedge: http://www.zerohedge.com/news/must-read-ubs-andy-lees-why-us-economy-doomed-if-nothing-changes