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Credit Writedowns
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2013
On secular bear markets and more on the primacy of monetary policy
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Not all government deficits are created equal
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How to Think About Government Debt and Deficits: Don’t Think of an Elephant
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Housing bubbles in Sweden and Germany and the over-reliance on monetary policy
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Today’s European crisis trilemma is reminiscent of interwar Europe
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Links: 2013-10-21
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The Investment Climate in Six Points
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The ABS market is back in business again
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Links: 2013-10-18
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This simple trading strategy points to rationale for currency wars
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