Great Analysis: Bailouts and Stimulus

NakedCapitalism.com has some excellent analysis which tends to denigrate the bailout, but allows that all the stimulus may nonetheless buoy the economy short term, without solving the problems.

"The Geitner Plan is inadequate because it assumes illiquidity where insolvency is the problem. The long and short of it, from my perspective, is that this plan will not get at the heart of the issue, leverage, debt and unsustainable levels of credit growth."

If you have favorite sources, I'd like to hear (please comment).