Section
Fixed Income
3183 posts
Paul Krugman: Lest We Forget
Paul Krugman opines that financial reform and regulation of the shadow banking system cannot wait: Paul Robin Krugman…
'Encouraged by a wicked wizard, Greenspan, Bernanke toils at his printing press'
The Guardian has published below, an insight-full essay by Hugh Hendry, CIO, Eclectica Asset Management. Hendry's brash and…
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…
Hendry: Going long on government bonds
By Hugh Hendry Published: November 19 2008 16:03 Someone once said there are certain things that cannot be…
Bill Ackman on Charlie Rose
Bill Ackman, founder and CEO, Pershing Square Capital Management, and now infamous and highly successful activist hedge fund…
Hugh Hendry Interview: Invest in Long Government Bonds
Hugh Hendry, the brilliant, brash and outspoken and eloquent CIO of Eclectica Asset Management, one of the UK's…
Donald Coxe: Post US Election Analysis
Donald Coxe and his colleagues at BMO Harris provided their post-election views following the Obama victory: Donald Coxe,…
Risk of Default at Large Financials
It appears that CDS rates at the largest US financials has fallen. Morgan Stanley and Goldman Sachs have…
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,…
