bubble – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Musings on initial claims, the US economy and Tesla as year end draws near

Get while the getting is good (and more on jobless claims)

Worries about a retail investor-led speculative mania, part 2

Fed asset purchases and Hyman Minsky’s two price system

The real economy and equity market mania

Worries about a retail investor-led speculative mania

The danger that WeWork poses

WeWork as an intermediary with a duration mismatch

2019 may be the best time to IPO

Are interest rates the most effective economic policy tool?