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Credit Writedowns
Goodbye to Credit Writedowns
Risks to growth and inflation helping keep long rates down
What’s your model on how real GDP grows durably?
Feedback Loops
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The real experiment that is being carried out in Japan
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Android is killing iOS with nearly 75% share in Q1 2013
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Links: 2013-05-14
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Some more thoughts on mobile-based computing
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Links: 2013-05-13
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Some quick thoughts on quantitative easing and zero rate policy
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Zero rates mean Americans are giving up on Certificates of Deposits
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Bernanke signals the Fed is uneasy with “reaching for yield”
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Japan: Some quick thoughts on Abenomics
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