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Mingze Wu
Chinese Bad Debt Worse Than We Think
By Mingze Wu - May 21, 2013

Carson Block, the short seller who runs Muddy Waters LLC, said China’s bad-loan problem is more widespread than just local government debt and includes public and private sector ...

Doug Short
Understanding The CFNAI Components
By Doug Short - May 21, 2013

The Chicago Fed's National Activity Index, which I reported on yesterday, is based on 85 economic indicators drawn from four broad categories of data:Production and IncomeEmployment, Unemployment and ...

Frank Holmes
Finding Opportunity: The Equity Risk Premium
By Frank Holmes - May 20, 2013

Samuel Johnson once said, “The use of traveling is to regulate imagination by reality, and instead of thinking how things may be, to see them as they are.” Although penned by an 18th century English ...

Doug Short
A Look At April's National Activity Index
By Doug Short - May 20, 2013

According to the Chicago Fed's National Activity Index, April economic activity slowed from March, now at -0.53, down from March's -0.23. This index has been negative (meaning below-trend growth) for ...