You Bet I'm Worried About Housing

NEW YORK (Real Money) -- You bet I am worried about housing. I say that because housing has been the linchpin of this recovery and without it -- or with a big slowdown in it -- or with hedge funds dumping homes because they fear the boom is ending, we could crimp the other hiring machine beside oil and gas and aerospace. And there's no one to take up the slack, least of all the government, which racked up an amazing surplus with many more to follow.