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Credit Writedowns
Browsing yearly archive
2020
My thoughts on the present re-opening rally hiccup
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This feels like a phase shift
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Some thoughts on the bullish narrative
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The real economy and equity market mania
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Worries about a retail investor-led speculative mania
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Positive sentiment, the oil price rally and re-opening
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Social unrest, economic fundamentals and the liquidity-driven rally
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The three crises facing the United States
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Why higher US savings won’t save the pandemic-hit economy
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The Escalating New Cold War
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