Three Market Narratives

After the last week off, let's see if we can get back into the flow here. And my apologies for ghosting you. I was overcommitted last week against a backdrop where there was less to say. In the interim, though, I have seen three market…

Explaining my shift in tone briefly

I have an interview with Mark Ritchie coming up in an hour and I wanted to write a specific post about the changing tone on Credit Writedowns because of it. I last spoke to Mark in June. And he was a wide-eyed bull, telling me that the 3-…

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