Credit Writedowns
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The Fed, endogenous money and balance sheet constraints
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On the SEC investigation into Tesla and the potential ‘this is fraud’
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Some thoughts on Tesla’s public musing about going private
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The hidden message in Tesla’s earnings call
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Tesla: focus on the cash burn
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Pensions: NJ raises assumed return, transfers management to beneficiaries
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Subprime auto delinquency rate at highest level since financial crisis
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You should be concerned about falling car prices and Ally’s profit warning
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How this business cycle ends due to credit writedowns
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Oil capex, resource misallocation and the global growth slowdown
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