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Yearly Archives
2014
US growth to accelerate while Chinese deceleration closes on political limit
Weak Q1 growth in the US is an aberration
Chinese rebalancing may hit political limits soon around 7.2% growth
Canadian housing, Russian economy, Twitter bubble, and bogus tax proposals
The Canadian housing market is providing a pro-cyclical boost
Russia is now in a recession
Twitter’s share collapse is emblematic of broader trends
Corporations pay tax for a reason
US rents surging, technology competition heating up
Today is going to be a bit of a roundhouse review of issues in the news rather than a single topic daily newsletter because a lot of different things are creeping up on us that I haven’t highlighted. So I want to touch upon some of the…
Steve Hanke on currency boards and Paul Brodsky on bottom-up investing
I haven’t posted to the blog portion of Credit Writedowns for some time because my schedule has been filled producing the finance show Boom Bust on RT. So I apologize for not having a lot of content for you. Last week, I hosted my first…
The permanent crisis in the global economy
Since 2007, the global economy has been in a near permanent sate of semi-crisis. Forget about Jamie Dimon’s quip to his daughter that a crisis is something that occurs every five years. Start thinking of the global economy as being in a…