Contrarian Reads

Down The Rabbit-Hole Of Credit Quality—-The Lunacy Of The WeWork Deal

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The Second Coming Of Carmageddon

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More Hidden Leverage—Fund Financing Lines Are Surging

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Risk Off—Why It Will Just Keep Coming

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Damascus—-The Sarajevo of 21st Century?

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Why The Rising Dollar Will Trigger The Next Financial Crisis

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May 2018: The Looming Dangers Of War

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Pain In The EM—Update On A Trio Of Default Candidates

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Memo To Trump: Defend The Constitution, Defy Mueller

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Debt-Enabled Asset Bubbles on Crash Course with Demographics

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