Section
Bonds
1639 posts
Richard Russell: Survival Plan for unprecendented situation
Richard Russell (Dow Theory Letters) writes the following in the February 3, 2009 issue of his invaluable daily letter.…
Sprott: "So you think 2008 was bad?"
Eric Sprott, Chairman, CEO, and portfolio manager of Sprott Asset Management, has released his most recent newsletter, and presents the following facts…
What are the Gurus Buying Now?
Where are the investing world's gliterati investing in today's financial climate. WSJ.com's Eleanor Laise, has written a timely…
Is Wall Street Responsible for 2008's Oil Bubble?
Back in late June, we [GreenLightAdvisor.com] interviewed Stephen Briese, a seasoned commodities trader, who, based on CoT (Commitments…
Hendry: Bonds Still The Safest Bet
Hugh Hendry, brash and bold CIO, Eclectica Asset Management, made an appearance January 12,2009, on CNBC Europe with…
World Markets Performance (January 7, 2009)
Below are charts from the Economist detailing the overall comparative performance of world markets in World equity markets…
Byron Wien: Ten Surprises for 2009
Byron R. Wien, Chief Investment Strategist of Pequot Capital Management, Inc., today issued his list of Ten Surprises…
El-Erian: Long-Term US Treasuries Overpriced, Mispriced
Barron's Andrew Bary writes today that it may be time to exit US Treasury market as it has…
John Paulson Investing in Distressed Debt - 2009 Outlook
John Paulson, founder of $36-billion hedge fund company, Paulson & Company, (no relation of Secretary Paulson) and now…
20 Surprises for 2009: Doug Kass
Doug Kass, founder of Seabreeze Partners, a regular guest on CNBC, who is dubbed the anti-Cramer, as well…
The Yield Curve is Flattening?
Long-term government bond yields are dropping everywhere. Is anybody going this way? Here is what some of the…
James Grant: Return-Free Risk
James Grant, founder and editor of Grant’s Interest Rate Observer, and an editor of the newly published sixth…
10-Yr+ US Treasury and Canada Yields Falling
During the December 1st liquidation of stocks, the yield on 10-Yr. US treasury securities fell to 2.81%, a…
'Encouraged by a wicked wizard, Greenspan, Bernanke toils at his printing press'
The Guardian has published below, an insight-full essay by Hugh Hendry, CIO, Eclectica Asset Management. Hendry's brash and…
Must-Read China Reading: World Bank Quarterly
If you read one thing on China this week/month/quarter/season, let it be the new World Bank China Quarterly.…