Section
Credit Markets
593 posts
Paul Krugman: Lest We Forget
Paul Krugman opines that financial reform and regulation of the shadow banking system cannot wait: Paul Robin Krugman…
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...
Must-Read China Reading: World Bank Quarterly
If you read one thing on China this week/month/quarter/season, let it be the new World Bank China Quarterly.…
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…
The Mother of All Bear Market Rallies?
Barton Biggs at Traxis Partners believes that equities could be setting up for ‘the mother of all bear…
Mr President: spend, spend, spend
The United States is ready to roll towards prosperity, if a good hard shove can be given in…
McCulley: The Paradox of Deleveraging will be Broken
Paul McCulley, Managing Director and Portfolio Manager, PIMCO, earlier this year wrote a landmark discussion piece titled, "The…
Bill Ackman on Charlie Rose
Bill Ackman, founder and CEO, Pershing Square Capital Management, and now infamous and highly successful activist hedge fund…
Commodities Snapshot
A snapshot view of commodities reveals that they have all experienced some mild recovery at the end of…
Global Writedowns vs. Capital Raised
According to Bloomberg data, capital raised now exceeds global writedowns, and this may be a strong signal for…
Hugh Hendry: Don't Bank on the Bailout
Hugh Hendry, the brash, outspoken, and eloquent CIO, Eclectica Asset Management was invited to host Channel 4's Dispatches,…
The Teflon Maple Leaf: TD Securities
Eric Lascelles, TD Securities' Chief Economics Strategist, points out that the Canada has the highest sovereign debt ratings in…
Better To Be Late, Amid Credit Crises: Thomas Barrack, Jr.
Thomas J. Barrack Jr., billionaire and Founder of Colony Capital, which controls $39-billion in real estate assets, in…
BRICs Lay Foundation Stability: Merrill Lynch
Alex Patelis, Head of Global Economics, Merrill Lynch discusses the strength of BRIC (Brazil, Russia, India, China) countries…
China's Bold Economic Policy Moves
CLSA Asia-Pacific Markets, a division of Credit Lyonnais/Credit Agricole, are one of the best groups of analysts providing…
Commodity Snapshot
Judging by the way that commodities prices have literally been "drawn and quartered" since July, its obvious that…
