Credit Writedowns
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fracking
Borrowing to spend in America and the credit accelerator
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Thoughts on the economic effects of the reduction in capex from the energy sector
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Russia, Oil, China and the Dollar
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A mental model for thinking about tail risk
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Crisis watch: European travails, $50 oil, and Russian capital flight
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Positive baseline economic outcomes and more on oil’s global growth dividend
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The oil glut, Black Friday retail and falling yields
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Oil’s global growth dividend
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Saudi market grab wreaking havoc on deepwater capex and high yield energy bonds
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The gun at Ireland’s head, Saudi maneuvering and more on US elections
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