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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?

Credit Writedowns daily, tech-heavy edition

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The democratization of information in the Internet age and clickbait as a business model

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This quarter’s earnings numbers are amazing

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Sanctions and crisis in Turkey, China 5G supremacy, drought driving food prices

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Russell Napier on a crisis in emerging markets and the private debt overhang

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Some thoughts on Tesla’s public musing about going private

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Europe’s challenge to US hegemony, Iranian collapse, and weak figures out of Germany

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Credit Writedowns daily, sanctions and tariff edition

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Weak services ISM causes angst about trade wars

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China to impose tariffs on $60 Billion of US goods, currency now suspected weapon as domestic bankruptcies rise

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