Section
Fixed Income
3178 posts
Hugh Hendry: Investment Outlook May 2010
This article is Hugh Hendry's letter to Eclectica Fund investors for May 2010. THE ECLECTICA FUND Manager Commentary,…
Why Be Bullish?
This article is a guest contribution by Dr. Charles Lieberman, Advisors Capital Management. Investors are nervous that Greece…
Two Choices: Restructure Debts or Debase Currencies
This article is a guest contribution by John Hussman, Hussman Funds. Last week, the European Central Bank pledged…
Index Summary and U.S. Equity Market Notebook (5/15/2010)
Index Summary Notebook (5/15/2010) The major market indices were up this week. The Dow Jones Industrial Index rose…
Economy and Bond Market Notebook (5/15/2010)
The Economy and Bond Market Notebook (5/15/2010) The yield on the 10-year Treasury changed very little for this…
Eight Hundred Years of Financial Folly
This article is a guest contribution from *Carmen Reinhart, via VoxEU.com. This column, first posted 19 April 2008,…
Rosenberg: "Bazooka Bust" and Gold Glitters
Email this article | Print this article This article is a guest contribution from David Rosenberg, Chief Market…
The Death of Capital (Michael Lewitt via Outside the Box)
This article is a guest contribution by Michael Lewitt, by way of John Mauldin's Outside the Box. Was…
Hugh Hendry: "We hedge fund managers are on your side"
Email this article | Print this article by Hugh Hendry, CIO, Eclectica Asset Management UK. This op-ed originally…
John Hussman: Illiquidity is not a "glitch"
This article is a guest contribution by John Hussman, Hussman Funds. "Of all the mysteries of the stock…
Index Summary and U.S. Equity Market Notebook (2010-05-10)
Index Summary Notebook (2010-05-10) The major market indices were down this week. The Dow Jones Industrial Index fell…
The Economy and Bond Market Notebook (2010-05-10)
The Economy and Bond Market Notebook (2010-05-10) Treasury bond yields fell across the board this week as investors…
Emerging Markets Notebook (2010-05-10)
Emerging Markets Notebook (2010-05-10) Strengths South Korea’s exports climbed another robust 31.5 percent year-over-year in April, a sixth…
“Bonds are for Losers” Revisited
This note is a guest contribution from Invictus, via The Big Picture. When Dave Rosenberg and Jim Grant…