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Credit Writedowns
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January 2021
How to think about the GameStop saga
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The pandemic, gamma squeezes and intergenerational conflict
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Three yield curve outcomes and grey swans
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The reflation trade and three yield curve outcomes
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Jump in initial claims to 965,000
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Some thoughts on this latest wave of coronavirus
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Job losses may be the norm for a few months
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Hope and Risk
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ADP data point to downside economic risk in US
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Happy new year 2021
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