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Why Germans are poor
Recently the ECB conducted a eurosystem household finance and consumption survey and man have been talking about it because it shows that household wealth in places like Italy and Spain is greater than it is in Germany. The question I think…
QE will end this year after tapering off in June
I was on BNN's Headline with Howard Green yesterday talking about the Fed's QE program. I said that QE would be tapered and I believe it will likely end at the end of this year if the economy does not slip into recession. This is the…
The political economy of the euro crisis, part 1
The European Union is an existential crisis because its crowning achievement, the single currency, has come under assault from all sides. The continued existence of the Euro has even been called into question as country after country within…
Kyle Bass gets it wrong on Japanese bonds
This is a good interview with Kyle Bass because it cuts to the heart of the matter. If you are a partisan in the Bass debate on Japan, you can see him as being either correct or incorrect. Now, I have covered this before and I have stressed…
The Credit Writedowns Pro Post Framework
While I was on my Easter break, I came up with what I think is a good format to both reward paying subscribers of Credit Writedowns Pro with good content and post outside the paywall at the same time. I have been toying with various ways to…