The Month In Review At Credit Writedowns: August 2010
Most Popular Posts
Economy
- Shilling: "The Economy Really Doesn’t Have Much Gas Any More"
- Grantham: Deflation has won on points
- ECRI Index annualized change almost a lock for double dip territory
- A New Spotlight on Japanese-Style Deflation
- Bill Gross on quantitative easing, economic stimulus and recovery
- Karl Case on US Housing Market
- Rosenberg on the cause of the next secular uptrend in inflation or hyperinflationary shock
Political Economy
- US Government now tracking gross proceeds on gold sales over $600
- Looting by public officials in Bell California
- Voodoo That I Don’t Do
- Why Ricardian Equivalence Is Nonsense
- Grantham: Finance Goes Rogue
- Mexican Repatriation: The Great Depression and Immigration Policy
Economics
- Misunderstanding Modern Monetary Theory
- James Montier does MMT
- The Real Reason Banks Aren’t Lending
- Paul McCulley does Modern Monetary Theory
- The Debt Supercycle
- QE3: A plan to stabilize the global monetary system
- The PBoC can’t easily raise interest rate
Markets
Distractions
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