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Day: August 12, 2022

‘Cash Is Oxygen’

August 12, 2022August 14, 2022

You know it’s a slow news day when Peloton and Michael Burry compete for space

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12 Comments on ‘Cash Is Oxygen’

Party Crasher

August 12, 2022August 15, 2022

Those hoping for one more dovish surprise on the inflation front before the weekend were

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Credit Growth In China Just Plunged

August 12, 2022August 15, 2022

Credit creation in China slowed dramatically last month, notable data out Friday showed. The figures,

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5 Comments on Credit Growth In China Just Plunged

Inflection?

August 12, 2022August 13, 2022

Investors were “back in credit,” “back in tech” and “fading inflation” over the past week.

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3 Comments on Inflection?

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

The Swiss Killed The CoCos

March 20, 2023March 20, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Michael on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • Kevin Wood on The Swiss Killed The CoCos
  • therealheisenberg on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • rem on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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