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Credit Writedowns
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2008
Latvia as the new Argentina redux
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TED spread signals better conditions
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French investor commits suicide over Madoff
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China can handle collapse of speculative inflows
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Links: 2008-12-23 – global recession, China and Thoma
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China is set up for a big fall
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Madoff as a signal to go for “regulation heavy”
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Government Bond Bubble
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Kuwait: A harbinger of Mideast deficits to come
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Will Asia’s downturn be worse than America’s?
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