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Credit Markets
573 posts
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…
April 17, 2009
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…
April 14, 2009
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
April 11, 2009
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
April 9, 2009
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,…
April 8, 2009
Did Goldman Hijack the Oil Market?
A new article from the current issue of Forbes Magazine discusses allegations that Goldman Sachs and J. Aron…
April 5, 2009
Corporate Bonds or Equities? Deflation or Inflation?
The debate rages on, and it is between whether to invest in corporate bonds or equities, or if…
March 30, 2009
FRONTLINE: Ten Trillion and Counting
In case you missed it, you can view last week's PBS FRONTLINE, Ten Trillion and Counting, here: Summary…
March 27, 2009
Howard Marks: Will it Work?
Howard Marks' letters to Oaktree Capital investors have become as highly renown and anticipated by the investment community as those of Warren…
March 26, 2009
Cool Tool: Interactive Economic Dashboard
Russell Investments has a great interactive tool on their site, which gives an at-a-glance view of the economy relative…
March 26, 2009
Roadmap to Inflation and Sources of Cheap Insurance
*This article is a guest contribution courtesy of John Mauldin, "Outside the Box." What happens when inflation once…
March 26, 2009
Quantitative Easing: A Guide and Outlook to the 'Nuclear Option'
Last week, Ben Bernanke announced the Fed's decision to employ 'Quantitative Easing' (QE), the 'nuclear option,' to save…
March 22, 2009
How are the BRICs Doing?
Highlighted below are two charts from Bespoke Investment Group detailing the relative performance of the BRIC Markets (Brazil,…
March 18, 2009
Hendry: Not Yet Time to Invest in Inflationary Assets
Hugh Hendry, CIO, Eclectica Asset Management, appeared on CNBC, Wednesday, March 11, 2009 and shared his contrarian views…
March 17, 2009
Sideline Money Relative to Market Capitalization at Record Levels
The following charts are real eye-openers. By now, its no secret, its been widely reported, that there are…
March 12, 2009
