Section
Credit Markets
583 posts
A Fed-Induced Speculative Blow-Off
by John Hussman, Hussman Funds Why are Treasury yields rising despite hundreds of billions of Treasury purchases by…
10 Important Lessons I’ve Learned
by Jeffrey Saut, Chief Investment Strategist, Raymond James Lost in the “noise” of the year-end soothsaying contests are…
Going against the flow: Dealing with capital flows to emerging markets
Going against the flow: Dealing with capital flows to emerging markets by Anton Korinek, via VoxEU 22 December…
The $4 trillion question: What explains FX growth?
The $4 trillion question: What explains FX growth since the 2007 survey? by Michael R King and Dagfinn…
The Stock Market may not be Fighting the Fed, but are Bonds?
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. December 14, 2010…
Things I Believe (Hussman)
by John P. Hussman, Ph.D., Hussman Funds 1) Investors dangerously underestimate the risk of an abrupt and possibly…
Bargain Shopping in Peru, Chile and Brazil
Bargain Shopping in Peru, Chile and Brazil By Frank Holmes, CEO and Chief Investment Officer, US Global Investors…
MarketWatch: “Goldman Conspiracy” - Bogle’s “pathological mutation?”
Marketwatch.com's Paul Farrell contributes the following commentary on John Bogle's (retired Founder, CEO, Vanguard) description that today's Wall…
Bonds: Reversion Cuts Both Ways
Robert Arnott, Founder, Research Affiliates, and innovator of FTSE-RAFI Fundamental Indices, has published a detailed report testing the…
Peter Thiel: Letter to Clarium Capital Partners (April 2009)
Clarium Capital, Peter Thiel's hedge fund, has released its quarterly letter to shareholders which includes a lucid assessment of…
Jim O'Neil and Nouriel Roubini: FT.com Interview
April 6, 2009: Nouriel Roubini of New York University and Jim O'Neil, Chief Economist at Goldman Sachs, talk…
Tony Boeckh: Life After the G20 Meeting
Tony Boeckh postulates on how the global economy is changing in the midst of the credit crisis, and…
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
Is an 'Energy-Linked' Currency in the Cards?
This article is a guest contribution by Izabella Kaminska, FT.com Alphaville on Monday, April 6th, 2009. Izabella Kaminska,…
