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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: 2010-03-30 – Irish banks and muni downgrades

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Roach: GD II awaits if China bashing rhetoric turns into protectionism

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Do non-recourse loans become recourse in the new mortgage plan?

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Americans are now back to the overconsumption norm

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Three reasons analysts have rose-coloured glasses on Chinese bubble

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A further definition of terms

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Long Dollar Liquidation Featured

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Links: 2010-03-29 – Using central bank reserves as a slush fund

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Links: 2010-03-28 – JP Morgan pulling a Hunt Brothers and deficit doves and hawks

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Mauldin: What Does Greece Mean to You?

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