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Credit Writedowns
Browsing yearly archive
2016
More on the coming trade war with China
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Black Swan Investing and the breakup of Europe
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Policy divergence, the strong dollar and trade war with China
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Why should the Trump Administration issue 50-year bonds?
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Supply-side economics likely to dominate Trump’s economic agenda
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The dollar bull market will eventually break something
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Upbeat about the near-term, dubious on the longer-term
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A short squeeze in government bonds?
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Tuning out political hysteria in the US
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In defense of the Fed’s rate hike campaign
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