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"Forget the World Cup, the macro-economic catastrophe cup has more well-matched contenders"
1 year ago
Government bonds are rallying in some quarters, but the odds are on more stress feeding into credit -
Real estate is about to get real bad: Welshcake
2 years ago
The extent of disconnect between real estate and what other markets have been experiencing is enough to convince me a whole other layer of economic mayhem is on the way. But investors in credit, for all their current pain, could still end up shining if they are prepared
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