Section
Credit Markets
574 posts
Euro Down Against Dollar
As pointed out by one of our favourite commentators, Hugh Hendry, CIO, Eclectica Asset Management, Ireland's plans to…
Hendry: Ireland's Guarantee will Destroy Euro
We are huge fans of Hugh Hendry, the outspoken and brash CIO of UK based UK-based Eclectica Asset…
High Yield Credit Spreads at Record Levels
As of today, credit spreads on High Yield bonds have attained new heights, those not seen since October…
Bailout Failure: Voters Rescued
Perhaps the biggest problem with the credit market debacle is that Main Street doesn't get it. Literally. Try…
Is There a Bull Market Somewhere?
Not likely, according to PIMCO's Bill Gross. In his most recent Investment Outlook, Gross, reasons and opposes (for…
Credit Crisis Observations
Niels Jensen and Jan Wilhelmsen of Absolute Return Partners (www.arpllp.com) produced an informative analysis of the credit crisis…
Highs and Lows of the Week
The following chart shows how the ten sectors of the S&P 500 performed this week in the context of…
Pershing Square Capital Management Releases Letter to U.S. Treasury Department Regarding Fannie Mae and Freddie Mac
Pershing Square Capital Management, L.P. sent the following letter September 6, 2008 (courtesy: BusinessWire) to the U.S. Treasury Department regarding…
The Devil's Dictionary for Financial Markets
The Devil's Dictionary, was originally published by Ambrose Bierce. Think of him as the forgotten brother of Mark…
Hendry: De-flation is Contrarian
Hugh Hendry, CIO, Partner, Eclectica "Bonds! The credit crunch – you’ve got to go back to 1942 to…
Video: Nouriel Roubini (3 Parts)
Nouriel Roubini, NYU Stern School of Business, opines about the market, the credit crisis, and the housing market…
Video: Faber Says Fannie, Freddie Should Split Up, Not Get Aid
Investor Marc Faber, publisher of the Gloom, Boom & Doom Report, talks about the future of Fannie Mae…
Interview: Larry Sarbit, Sarbit Asset Management
Despite the fact that you may not ever come close to catching up to Warren Buffett's wealth does…
The Bonfire of the Vanities, the Sequel
June 26, 2008 - Andrew Ross Sorkin, of the New York Times, writes about how prophetic Tom Wolfe's declaration was…
Interview: Nick Barisheff, Bullion Management Group Inc.
Exclusive Interview Nick Barisheff, President and CEO, Bullion Management Group Inc. This week we interview Mr. Nick Barisheff, President…
