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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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