Credit Writedowns

Lots of positives. The earnings data looks good. This Goldilocks period for the US looks set to continue. Even Germany has shown some signs of economic strength recently.

A new study just released by eMarketer projects that US cable companies will 33 million customers this year, up from a loss of 24.9 million a year ago.

The Internet is a destroyer of margins for incumbent business models based on an analogue world. Here's why.

The "Trump Unchained" policy tack is gathering steam as Trump lays the groundwork for a post-globalist world.

The Amazon analogy I made last month really makes sense when talking about Tesla because we are nearing the end of this cycle. Now is the time to worry about cash flow because the potential for a sudden funding halt is increasing. Amazon's…

The big idea in today's daily newsletter is that 2018 is as good as it gets. There is also commentary on the manufacturing sector, yield curve flattening, and bond market liquidity

My first weekly post at Creit Writedowns Pro includes some thoughts on Tesla, Trump's Fed choices, the US trade war with China, M&A and corporate earnings.

Brief housekeeping note. I have launched a daily newsletter in which I break down the top finance, market and company stories to think about. I have already released two versions of this newsletter, the first coming out on Thursday and the…

For disruption, data size matters. It matters in terms of data transfer and media streaming speeds. And it also matters in terms of storage capacity. 

1 big thing: Trump lambasts Fed rate hikes In an interview with CNBC, US President Donald Trump said “I’m not thrilled,” with the Fed's monetary policy. He continued by saying, “because we go up and every time you go up they want to raise…