Will the Other Shoe Drop?

(1) The neighbor upstairs. (2) The unknown consequences of known freefalling commodity, forex, and bond markets. (3) Iranian oil minister says $25 a barrel possible. (4) What will consumers do? (5) Will oil debt defaults trigger a calamity? (6) What about Petrobras? (7) How big a hit to capital spending really? (8) Houthis in Yemen. (9) What killed the commodity super-cycle? (10) Real world experiment: Does devaluation work? (11) A bubble in Chinese stocks? (12) More about foreign earnings.