Credit Writedowns
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Credit Writedowns
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2013
Links: 2013-03-02
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The Fed exerts a dominant influence across the yield curve, not just on the short end
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The Dutch will miss targets in 2013 but refuse to institute more austerity
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Dissension is Overrated – Part II
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Comments on Europe and thoughts on the cyclical recovery in the US
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The Unsustainable US Economy
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Links: 2013-03-01
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Poor PMIs Shake Markets
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US Housing and Economy and Reaching for Yield
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“Pervasive” Fraud by our “Most Reputable” Banks
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