To the Extent that Housing Instability Slows Cable and Telco Sales, Look at This

You can draw whatever conclusions you want about this chart showing a wave of option adjustable rate mortgages coming up for resets already and peaking next year, not to mention another wave of sub-prime mortgages that is building and will peak at just about the same time as the option ARMs have to be reset.

I'm not suggesting anything, one way or the other, about the potential for a double-dip recession or anything of that sort.

It does suggest that any company making a business out of services and products sold to consumers probably should assume the post-recession economy we now are in will be difficult.