Section
Credit Markets
581 posts
FRONTLINE: Ten Trillion and Counting
In case you missed it, you can view last week's PBS FRONTLINE, Ten Trillion and Counting, here: Summary…
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…
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…
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…
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…
How are the BRICs Doing?
Highlighted below are two charts from Bespoke Investment Group detailing the relative performance of the BRIC Markets (Brazil,…
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…
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…
Meredith Whitney: Credit Cards the Next Credit Crunch
Meredith Whitney, CEO, Meredith Whitney Advisory Group, fomerly of Oppenheimer, appeared on CNBC yesterday afternoon to discuss Citigroup's…
Prem Watsa: 2008 Letter to Shareholders
Prem Watsa, Chairman and CEO, Fairfax Financial, one of Canada's most successful investors, and often compared to Warren…
Oil About Nordic American Tankers (NAT)
Back in November, we recalled overhearing the interview with Herbjorn Hannson, CEO, and his report on the earnings…
Crispin Odey: No Recovery Until Consumers Unwind Debt
Crispin Odey, CIO, Founder of Odey Asset Management, in the UK, released his outlook for 2009 in his…
Jim Rogers: Buying Farmland in Brazil and Canada (and farming!)
Jim Rogers, the legendary co-founder of Quantum Fund, is buying greenfields for farming in Brazil and farmland in…
Hugh Hendry: Long 30-Year Government Bonds
Hugh Hendry is bullish on Government Bonds, the long-term kind. In particular, he likes the German 30-year Bunds,…
Hugh Hendry: "AIG is no longer with us"
Hugh Hendry, CIO, Eclectica Asset Management, hosted CNBC Asia's Squawk Box, while on a visit to Hong Kong,…
