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Credit Writedowns
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2018
The uselessness of politcal commentary
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Tesla is on the wrong path. Musk needs to go to save the company.
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Working class resentment and the cuts in public education in Arizona
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The threats to the American dream
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More on the stress hitting the Australian housing market
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When will emerging markets begin to rally?
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Morgan Stanley: Stay short on emerging market currencies
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A tad more on the German refugee crisis and the reaction in Chemnitz
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How little politics matters to the market and normalizing policy in the US and Europe
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A few thoughts on xenophobia in Europe and the US
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