investing – Page 9 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Five Investing Themes That Need Further Examination

2015 as 1994: more on Fed hikes this year

Some thoughts on relative value in the US and Europe

Greece, Eventual Grexit, and European Asset Values

A mental model for understanding policy errors and consistency anchors using the Fed and Greece

US economic data pointing up, bolstering Fed tightening bias

Revisiting Greek negotiating positions and more comments on capex and interest rates

Pie in the Sky

The convergence of safe asset yields toward zero favours Anglo-Saxon bonds

US jobs, high yield covenant-lite issues and the Greek restructuring negotiation