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Credit Writedowns
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May 2021
Where were claims at this point in the last cycle?
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How transitory is transitory, housing edition?
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How Transitory is Transitory?
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Chinese regulation, the top of the market and investing in the future
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Europe: Don’t call it a comeback
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Buy the rumour and sell the news aka sell in May and go away
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European tech is about to explode
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Will the Fed(s) stay the course?
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Americans paid not to work
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Ugly
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