Section
Credit Markets
588 posts
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…
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...
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,…
Warren Buffett: 2008 Letter to Shareholders
Warren Buffett's 2008 Letter to the Shareholders of Berkshire Hathaway Inc. Here is an excerpt from the 2009…
FRONTLINE: Inside the Meltdown (PBS)
On Thursday, Sept. 18, 2008, the astonished leadership of the U.S. Congress was told in a private session…
Donald Coxe: A Difference of Opinion on the Stimulus Program? (February 13, 2009)
Donald Coxe, Chief Investment Strategist, Coxe Advisors LLC's, weekly conference call is an excellent source of outlook and…
Richard Russell: Survival Plan for unprecendented situation
Richard Russell (Dow Theory Letters) writes the following in the February 3, 2009 issue of his invaluable daily letter.…
Niall Ferguson: The Ascent of Money
Just in case you missed the airing of "The Ascent of Money," on PBS a few weeks ago,…
Baltic Dry Index Up 7 Straight Days Bullish Sign
The Baltic Dry Index, the indicator of global shipping activity is now sitting at 1014, having hit its…
Where Credit's Due
Michael Gregory, Senior Economist, BMO Financial Group, posits in the latest issue of Focus that recovery in credit…
George Soros: The New Paradigm For Financial Markets
George Soros appeared in an MIT World interview where he spoke candidly for 1 hour and 23 minutes…
