Section
Silver
323 posts
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…
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...
Bill Ackman on Charlie Rose
Bill Ackman, founder and CEO, Pershing Square Capital Management, and now infamous and highly successful activist hedge fund…
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,…
Heebner and Holmes on Emerging Markets
Ken Heebner, CGM Funds, and Frank Holmes, US Global Investors, discuss emerging markets in the context of the Fed's 50 bps…
The Teflon Maple Leaf: TD Securities
Eric Lascelles, TD Securities' Chief Economics Strategist, points out that the Canada has the highest sovereign debt ratings in…
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…
BRICs Lay Foundation Stability: Merrill Lynch
Alex Patelis, Head of Global Economics, Merrill Lynch discusses the strength of BRIC (Brazil, Russia, India, China) countries…
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…
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,…
