investing – Page 7 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Demographics are driving wages lower, which is negative for investment returns

The EU as a larger Germany post-Brexit and Hugh Hendry’s Eclectica Fund commentary

Signals of slowing

Asset allocation in a period of wealth mean reversion

Jensen: How long bonds could actually outperform equities

Profit mean reversion and recession

Boehner departure means government shutdown more likely, default a possibility

The Chinese currency devaluation is now a crisis

China’s stock markets and revisiting 2011 predictions

Bearish signals: Yield curve flattens, spreads widen, China devalues as Fed prepares hikes