Mike Shedlock has an interesting article in continuation with the "China Bust" theme. Read it: Is China's Growth Story Coming Unglued?
Jeff Saut has some words on the unprecedented government interventions we've been seeing lately around the globe with Don't Rally Around Fannie, Freddie
John Mauldin wrote a very long but worthwhile article on the issues facing the financial markets. John writes without fancy charts or numbers, so makes for easy reading. Read Financials in Trouble, Part 1, Part 2.
Yves Smith writes about the same topic, but gets a little more specific with the details in Banks Need Fistfulls of Dough through 2009