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The Credit Strategist

About the Substack

A newsletter covering markets, finance, politics and culture since 2001.

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  • Occasional public posts

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  • Subscriber-only posts and full archive
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About The Credit Strategist

Covering markets and policy since 2000. Predicted the 2002 & 2008 credit crises. Widely read by investors, policymakers & academics around the world.

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