This "slideshare" by a new Sequoia Capital partner (a veteran from Stanford's endowment) has a lot of people talking - it is a call to action for its portfolio companies to batten down the hatches, save money, etc. etc. However, it is a wide compilation of graphs and financial data that could put things into perspective for you: housing prices, mortgage-types, the use of derivatives, etc.
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Sequoia Capital on startups and the economic downturn