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Bonds
1560 posts
Hugh Hendry Interview: Invest in Long Government Bonds
Hugh Hendry, the brilliant, brash and outspoken and eloquent CIO of Eclectica Asset Management, one of the UK's…
November 11, 2008
Donald Coxe: Post US Election Analysis
Donald Coxe and his colleagues at BMO Harris provided their post-election views following the Obama victory: Donald Coxe,…
November 9, 2008
Risk of Default at Large Financials
It appears that CDS rates at the largest US financials has fallen. Morgan Stanley and Goldman Sachs have…
November 6, 2008
Deleveraging Forces Liquidation
"When investors are in trouble, they sell what they can, not what they would like to." The current…
October 31, 2008
The Teflon Maple Leaf: TD Securities
Eric Lascelles, TD Securities' Chief Economics Strategist, points out that the Canada has the highest sovereign debt ratings in…
October 31, 2008
Counterparty Risk Easing: CDS Spreads Decline
According to BCA Research, CDS spreads declined sharply last week, further indicating that normalization of inter-bank lending could develop. CDS…
October 22, 2008
Governments Keep Making Mistakes: Jim Rogers
Jim Rogers, CEO, Rogers Holdings, appeared on CNBC's European Squawk Box this morning with Geoff Cutmore, to discuss…
October 22, 2008
Hendry: Short Selling Ban a Fiasco
Hugh Hendry, the eloquent, brash, and outspoken CIO at UK-based Eclectica Asset Management, comments on the today's worsening…
October 10, 2008
Cramer: Dow 8300, Oil $50, Obama
From Jim Cramer in New York magazine: What will New York look like a year from now? The…
October 8, 2008
High Yield Credit Spreads at Record Levels
As of today, credit spreads on High Yield bonds have attained new heights, those not seen since October…
October 2, 2008
Is There a Bull Market Somewhere?
Not likely, according to PIMCO's Bill Gross. In his most recent Investment Outlook, Gross, reasons and opposes (for…
September 24, 2008
Hendry: De-flation is Contrarian
Hugh Hendry, CIO, Partner, Eclectica "Bonds! The credit crunch – you’ve got to go back to 1942 to…
August 10, 2008
Hugh Hendry:10-year Treasury Signals Deflation
We've recently become huge fans of anything that Hugh Hendry, the cutting and brash CIO, Eclectica Asset Management,…
August 6, 2008
The Bonfire of the Vanities, the Sequel
June 26, 2008 - Andrew Ross Sorkin, of the New York Times, writes about how prophetic Tom Wolfe's declaration was…
June 26, 2008
Interview: Nick Barisheff, Bullion Management Group Inc.
Exclusive Interview Nick Barisheff, President and CEO, Bullion Management Group Inc. This week we interview Mr. Nick Barisheff, President…
June 17, 2008