China has had the fourth largest credit bubble of any country over a 10-year period and its private sector debt, as % of its GDP, is now above that of the US. March 31, 2019 12:07 pm
Credit driven event underway spreading into higher equity vol, HYG something’s up with all the put buying March 28, 2019 1:16 pm
Credit Karma is going to be our version of the Chinese Social Credit Scoring System March 22, 2019 8:01 am
Not Bullish: Equity vol and cdx na ig starting to turn up, no pickup in China’s credit creation YoY, consumer hitting a wall… March 14, 2019 5:24 pm
S&P: At This Point, There’s Probably Nothing We Can Do to Stop the Next Credit Crisis March 13, 2019 4:22 pm
The credit card business in the US is an extraordinary racket charging both merchants and cardholders to generate extraordinary margins. March 8, 2019 11:34 am
Deadbeat Nation: 37 Million Credit Card Accounts In The U.S. Are “Seriously Delinquent” Right Now March 8, 2019 7:22 amMarch 7, 2019 7:34 am
