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Credit Writedowns
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2012
EU Summit Dinner Menu: Indigestion
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Chart of the day: The Grexit decision tree
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Daily commentary: thoughts on austerity as a policy tool and on India as a black swan
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Daily commentary: On free money for the German government
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India will be worse than China
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ELA Does not Stand for Exaggeration, Lies and Assumptions
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Ray Dalio on Deleveraging
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Why Europe’s extend and pretend strategy will fail
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The Germans have already blinked
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Daily commentary: On Facebook’s IPO, JPMorgan’s losses, Spain’s bank run and Greece’s exit
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