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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?

A few thoughts on the collapse of the Qualcomm-NXP deal

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Many Chinese companies ‘will go bankrupt’, if US delivers on tariff threats, court newspaper warns

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Slowing growth at Facebook and the EU and the US vs China

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The missing profits of nations

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Earnings season, TMT consolidation and the threat of FAANG

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China’s pullback from and trade war with the US, Germany’s rebound and the EM currency slide

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Cable companies now under competitive threat, beginning to hemorrhage customers

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The deflationary impact of the Internet on incumbent business models

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Trump scores the highest approval rating in his presidency

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Tesla: focus on the cash burn

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