investing – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Shades of 2018 as steepening yield curve great for banks, not tech

Epidemiological tail risk in an era of missing price signals

How to think about the GameStop saga

Pegging market and economic trends

Laying Out The Bullish Case

An update on momentum stocks as a secular stagnation play

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

Portfolio implications as the convergence to zero trade ends

Momentum stocks as a long duration secular stagnation play

Asset allocation worries and pain in the oil patch