Credit Writedowns
Finance, Economics, and Markets
Patreon
Economy
Markets
Political Economy
Monetary System
Technology
Finance Data
Credit Crisis
Bank Writedowns
Banking Crisis Timeline
More Bank Writedowns
Reading List
Credit Writedowns
Browsing category
Markets
Laying Out The Bullish Case
Read more
The Macro Themes That Matter, Part 3, Markets Edition
Read more
Sanguine about the near term but concerned about future trends
Read more
An update on momentum stocks as a secular stagnation play
Read more
Worries about a retail investor-led speculative mania, part 2
Read more
Thoughts on my September and October thesis playing out
Read more
Some thoughts on US jobs numbers and market volatility
Read more
Two takeaways from today’s market meltdown
Read more
The convergence to zero trade end, volatility edition
Read more
Portfolio implications as the convergence to zero trade ends
Read more
Posts navigation
Previous
Page 1 of 217
Page 2 of 217
…
Page 217 of 217
Next