Markets – Page 3 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Growth downshift, yes. But how much?

Momentum stocks as a long duration secular stagnation play

Bears forced to raise targets

Some brief thoughts on the second coronavirus spike and financial markets

Re-opening, the pandemic and a potential double dip

The recession is over

My thoughts on the present re-opening rally hiccup

This feels like a phase shift

Some thoughts on the bullish narrative

The real economy and equity market mania