2012 Balance Sheet Finance Travel 
MishTalk
JANUARY 26, 2014
I also expected a slowdown in China, a plunge in the Yen, and a currency crisis not related to a sinking US dollar (See March 12 2012 article Japan''s Debt Disaster and China’s Non-Rebalancing Act: Economic Toxic Brew Portends Currency Crisis ). Here we are, with still other currencies in the problem mix.
MishTalk
JANUARY 3, 2014
Had I suggested in 2007 that the Fed balance sheet expansion of $75 billion a month would have been considered "tightening" people would have thought I was nuts. Total credit in the economy (total social financing) showed a 40 per cent rise in November over the prior month and is on course for growth this year of almost 20 per cent.
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