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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 brief primer on Xinjiang, China and riots there
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Links: 2009-07-09
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Financial Alchemy at Morgan Stanley: Greywolf A3 CDOs now Aaa bonds
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UBS woes with IRS have Swiss worried
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Alcoa earnings on deck, but focus on FedEx and UPS
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China detains Rio executive on suspicion of espionage
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Links: 2009-07-08
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Rosenberg: Market rally is just multiple expansion
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Hugh Hendry: “China is Santa Claus”
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Does the US need a second stimulus package?
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