Credit Writedowns
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Credit Writedowns
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balance sheet recession
The Mega Jeremy Grantham Interview
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Why the personal consumption data is important to the stock market
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Central banks will face a Scylla and Charybdis flation challenge for years
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Links: 2009-06-01
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More thoughts on the fake recovery
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Links: 2009-04-04
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It’s the writedowns, stupid
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Links: 2009-03-18
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We are in depression
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A conversation with Bridgewater Associates’ Ray Dalio
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