Section
Fixed Income
3189 posts
Canada on the Cusp of Something Big - Forget about inflation for now
Canada is on the cusp of something big. A boom in commodities means Canada will outperform the US…
Hugh Hendry Reflects on Lehman Anniversary
Hugh Hendry, perhaps the UK's most eclectic hedgie, reflects on the anniversary of the year following the Lehman…
Jeremy Siegel: Outlook for Government Bonds
Jeremy Siegel, on his outlook for government bonds: 40 years ago [US] treasury bonds were yielding over 6.3…
MarketWatch: āGoldman Conspiracyā - Bogleās āpathological mutation?ā
Marketwatch.com's Paul Farrell contributes the following commentary on John Bogle's (retired Founder, CEO, Vanguard) description that today's Wall…
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
Bill Ackman, Joseph Stiglitz on Charlie Rose
A fascinating, enlightening conversation and debate about the economy with Bill Ackman, major investor and hedge fund manager…
China Fifth Largest Holder of Gold
āChina has quietly almost doubled its gold reserves to become the worldās fifth-biggest holder of the precious metal,…
Jim Rogers isnāt buying a US stock recovery (Barron's)
āLegendary investor Jim Rogers is skeptical of the latest rally in equities - as well the health of…
Bonds: Reversion Cuts Both Ways
Robert Arnott, Founder, Research Affiliates, and innovator of FTSE-RAFI Fundamental Indices, has published a detailed report testing the…
Peter Thiel: Letter to Clarium Capital Partners (April 2009)
Clarium Capital, Peter Thiel's hedge fund, has released its quarterly letter to shareholders which includes aĀ lucid assessment of…
Jim O'Neil and Nouriel Roubini: FT.com Interview
April 6, 2009: Nouriel Roubini of New York University and Jim O'Neil, Chief Economist at Goldman Sachs, talk…
Tony Boeckh: Life After the G20 Meeting
Tony Boeckh postulates on how the global economy is changing in the midst of the credit crisis, and…
El-Erian - Investors Be Wary of Stocks, Treasuries
āInvestors can still lose a lot of money in the stock market, but US government bonds arenāt the…
Hugh Hendry: Citywire Interview
Hugh Hendry, the outspoken CIO and co-founder of Eclectica, one of the UK's most successful hedge funds during…
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
