This is old, but Misch summarized it very well.
http://globaleconomicanalysis.blogspot.com/2008/06/tent-city-usa.html
or check cjust this :
http://www.youtube.com/watch?v=jmeHiFZUWtE
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My name is Nikolay Mihaylov, and these are my finance notes. I am *NOT* so experienced in this area, but may be is good for you to see how I am thinking :) Unlike most other blogs, here, everything is real transaction, unless is theoretical post, which is used for finding entering price. So enjoy it.
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