Section
Precious Metals
1002 posts
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…
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...
BRICs Lay Foundation Stability: Merrill Lynch
Alex Patelis, Head of Global Economics, Merrill Lynch discusses the strength of BRIC (Brazil, Russia, India, China) countries…
Resurgent Yen a Global Destabilizer
Once again, volatility favouring the Japanese Yen is having a pronounced effect on what happens in the stock…
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…
Howard Marks: The Limits to Negativism
Howard Marks, Chairman, Oaktree Capital Management, has recently published his latest memo The Limits to Negativism, sharing his…
Commodity Snapshot
Judging by the way that commodities prices have literally been "drawn and quartered" since July, its obvious that…
Counterparty Risk Easing: CDS Spreads Decline
According to BCA Research, CDS spreads declined sharply last week, further indicating that normalization of inter-bank lending could develop. CDS…
Falling LIBOR Spells Relief
Plop, Plop, Fizz, Fizz, Oh what a relief it is... Finally LIBOR rates have fallen meaningfully, and that…
Cramer: Dow 8300, Oil $50, Obama
From Jim Cramer in New York magazine: What will New York look like a year from now? The…
Interest Rates Cut by 0.50% Around World
Key Central Banks around the globe have announced a concerted cutting of interest rates, by 0.50%, this morning,…
European Credit Crisis Deepens Global Selloff
Ongoing credit market turmoil and a rapidly deteriorating economic outlook have hit global equities very hard. Ongoing credit…
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…
