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Credit Writedowns
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accounting
The agency problem and how to create a criminogenic environment
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FDIC: US banks reported a record $40.3 billion in accounting gains in Q1 2013
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How QE works and what this means for asset prices and credit
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Some thoughts on negative deposit rates at the ECB
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On claims of depositors, subordinated and creditors and central banks in bank resolutions
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Excess cash on the balance sheet is wealth destruction
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The Fed cannot support net interest margins
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Daily: A brief post about mergers, accounting and shareholder value using Hewlett Packard
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The Fiscal Cliff and Corporate Margin Mean Reversion
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Government deficits are the biggest driver of elevated corporate margins
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