David Stockman

Welcome To The World Of ZIRP Zombies

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Some Ruminations On China’s Bursting Credit Bubble

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Chart Of The Day: Mr. Deng’s Drastic Yuan Devaluation And The Long Mercantilist Peg Which Followed

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The Time Keynes Was Right——-Had Churchill Listened, Keynesianism Mightn’t Have Happened!

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The Donald and China, or The Fallacy of Protectionism

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Another Chance To Short The Home Builders——–Coming Soon

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Draghi’s Massive QE Notwithstanding, Europe Goes Nowhere

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Mind The Gold-Lumber Ratio—–It’s Signaling A Spot Of “Risk-Off” Bother In The Equity Markets

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Mind The Credit/Equity Divergence——-Back At Levels Last Seem 10 Days Before The Bear Stearns Collapse

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There Is Only One Currency War——It Is Driven By The Global Dollar Short

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