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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?

Chart of the Day: Debt Deflation in the Eurozone

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Links: 2013-05-10

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China: Some thoughts on investment and consumption

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On T-Mobile’s Un-Carrier move

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More on Microsoft’s mobile strategy

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Some thoughts on negative deposit rates at the ECB

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On the demise of Nokia and more on the move to the Cloud via Adobe

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“Merkel knows best what’s happening in Europe”

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Frantically revising Japanese corporate earnings projections

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In the long run we are all in trouble

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