Credit Writedowns
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debt
If the Fed is looking to inflate away problems, what should Asia do?
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All bubbles are equal, but some bubbles are more equal than others
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Consumer credit down, but does it show deleveraging?
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Spain: “we need to go back to 2000 wages and prices and start again”
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Americans are not increasing savings
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Data on past consumer deleveraging during recessions
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Household debt as an indicator of secular bull and bear markets
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A brief look at the Asset-Based Economy at economic turns
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Credit quality deteriorates in 2009
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It’s the debt, stupid
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