Section
Bonds
1699 posts
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…
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...
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…
The Teflon Maple Leaf: TD Securities
Eric Lascelles, TD Securities' Chief Economics Strategist, points out that theĀ Canada has the highest sovereign debt ratings in…
Counterparty Risk Easing: CDS Spreads Decline
According to BCA Research, CDS spreads declined sharply last week, further indicating that normalizationĀ of inter-bank lending couldĀ develop. CDS…
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…
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…
Cramer: Dow 8300, Oil $50, Obama
From Jim Cramer in New York magazine: What will New York look like a year from now? The…
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…
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…
