malinvestment – Page 3 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

US small and medium-sized banks hit by interest rates

China’s huge demographic challenges have already begun

The Fed changing private portfolio preferences through Quantitative Easing

On the importance of supply side problems

Iron ore prices hit eight-month high on Chinese reflation efforts

On China’s recent upbeat economic data

The Federal Reserve cannot create permanent wealth through quantitative easing

When the Growth Model Changes, Abandon the Correlations

How to be a China bull

Brief thoughts about being at the zero lower bound when recession begins