Back in August I told you I had a thesis I was working on fleshing out about why growth stocks are so loved and why growth has trumped value for years …
Edward Harrison
The US Department of Labor released the latest jobless claims report this morning and the numbers were poor. From their email, announcing the figures: …
Edward Harrison
Quick post here on jobless claims Data collection difficulties Data collection is a real challenge during this pandemic. And the US jobless claims data…
Edward Harrison
I want to try something slightly different today, and go 'off-topic' with some content that more fits the Credit Writedowns blog of yore, when I covere…
Edward Harrison
Back in June, I wrote a post about worries that were beginning to surface regarding a speculative mania taking form in the equity markets. I want to up…
Edward Harrison
Today's US jobless claims report makes clear that the boost from re-opening is now fading. And a second wave of job loss is upon us. As a result, while…
Edward Harrison
I haven't been teeing up thought pieces on the financial system on Credit Writedowns for a while now. And that's a shame since this site's name owes to…
Edward Harrison
Around the time that the re-opening rally began to consolidate, I developed a thesis that we would have to wait until September and October before we w…
Edward Harrison
I have three threads I want to say a few words on: jobless claims, the jobs report and recent market volatility. I think the macro theme that connects …
Edward Harrison
Markets were down today, sending the US market to its worst loss since June. Given that I have been writing about downside market risk, I thought I wou…
Edward Harrison
The fix I am writing this just before the release of the US jobless claims data series. And for weeks now, I have been telling you that the unemploymen…
Edward Harrison
This is an update to yesterday's post about the inability of safe asset holdings to mitigate downside risk during equity drawdowns. As you know, I beli…
Edward Harrison