Section
Bonds
1706 posts
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…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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.…
Bill Ackman: Pershing Square Q3 2008 Letter
Pershing Square Q3 2008 Investor Letter by Bill Ackman, November 15, 2008 at 11:44 pm These are extraordinary…
Mr President: spend, spend, spend
The United States is ready to roll towards prosperity, if a good hard shove can be given in…
Hendry: Going long on government bonds
By Hugh Hendry Published: November 19 2008 16:03 Someone once said there are certain things that cannot be…
Bill Ackman on Charlie Rose
Bill Ackman, founder and CEO, Pershing Square Capital Management, and now infamous and highly successful activist hedge fund…
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…
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,…
Risk of Default at Large Financials
It appears that CDS rates at the largest US financials has fallen. Morgan Stanley and Goldman Sachs have…
Deleveraging Forces Liquidation
"When investors are in trouble, they sell what they can, not what they would like to." The current…
