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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?

Where Krugman went wrong: IS-LM economic modeling failure (part 2)

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Links: 2013-03-14

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Netherlands: Poor economy prompts Moody’s to change outlook on three Dutch banks to negative

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Amazon and the benefits of low prices

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On Ireland’s bond success

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Grillo: French Revolution without the Guillotine

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Links: 2013-03-13

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On Europe’s lower multiples

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On US equities’ multiple expansion

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Samsung Galaxy S4: Relentless Android product cycle will hurt Apple

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