Despite my seemingly panglossian 'cautiously optimistic' post last week, I am still very much worried that we are hitting the end of this cycle. I'll tell you why below. But, let me add just a few notes on style first! In keeping with 'the Credit Writedowns style' for 2020, this post will be brief. Also, it's outside the paywall. Since I intend to write more, every fourth or fifth post is going outside the paywall. That way, people get a sense of what's on offer.
My constant end of cycle worries
My constant end of cycle worries
My constant end of cycle worries
Despite my seemingly panglossian 'cautiously optimistic' post last week, I am still very much worried that we are hitting the end of this cycle. I'll tell you why below. But, let me add just a few notes on style first! In keeping with 'the Credit Writedowns style' for 2020, this post will be brief. Also, it's outside the paywall. Since I intend to write more, every fourth or fifth post is going outside the paywall. That way, people get a sense of what's on offer.