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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?

The FDIC acknowledges it is to run out of money

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Regulation in Defense of Capitalism

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Way too much risk in the equity market

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The mother of all inventory corrections is not the same as re-stocking

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Barclays and Protium: back to the future

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News from around the web: 2009-09-18

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The Dollar Carry Trade

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Sell equities

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Obama’s finance reform speech fizzles; big banks set to reinflate bubble

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Ahead of G-20, China blames west and west blames China for meltdown

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