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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?

Links: 2013-02-28

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An Italian voter speaks out on the real reasons Italians voted for Grillo

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Bill Gross on irrational exuberance

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Links: 2013-02-27

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On Bernanke’s testimony

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On Microsoft’s mobile strategy

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US Banks showed accounting gains of $141.3 billion in 2012, highest since 2006

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France’s Firebreak Weakens

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Thoughts on Italy’s election and Links: 2013-02-26

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The Italian Job

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