Money and Finance
- The Absolute Return Letter, December 2013: Squeaky Bum Time
QE has led to asset price inflation. That much we established in the November Absolute Return Letter. In this month’s letter we go one step further and look at whether we are now in bubble territory. Considering the strong bull-run we have experienced...
- Greece: No Second Bailout, No Euro
ATHENS, Greece (AP) -- Greece's government warned Tuesday that the debt-crippled country will have to ditch the euro if it fails to finalize the details of its second, euro130 billion ($169 billion) international bailout and that more austerity measures...
- The Absolute Return Letter - December 2011: The Facts They Don’t Want You To Know
This month's letter is not a typical Absolute Return Letter but it is something that I feel strongly about and wanted to write about for a long time. I hope you will enjoy reading it as much as I enjoyed writing it. The message is simple: Our industry...
- Hussman Weekly Market Comment: Hokey Pokey
The repeated waves of fresh crisis and temporary hope in Europe are starting to look a lot like the Hokey Pokey. Last week, Italy briefly put its right foot in. Then, thanks to purchases of Italian debt by the European Central Bank, it put its right foot...
- John Mauldin: Kicking The Can Down The Road One More Time
My friends at GaveKal point out that this is “… the sixth time in 18 months European leaders have announced a definitive solution to the Euro crisis. Should this version of the final bailout be taken any more seriously than the first and second solutions...
Money and Finance
The Absolute Return Letter - November 2011: Ignore Egan-Jones at Your Peril
The ink on the Greek rescue agreement has barely dried, and the feeling in financial markets is sombre yet again. However, investors have changed their focus away from Greece towards Italy - a change which could prove disastrous for the eurozone given the size of the Italian bond market. In this edition of The Absolute Return Letter we take a closer look at Italy's refinancing needs and suggest corporate bonds as an alternative to government bonds.
- The Absolute Return Letter, December 2013: Squeaky Bum Time
QE has led to asset price inflation. That much we established in the November Absolute Return Letter. In this month’s letter we go one step further and look at whether we are now in bubble territory. Considering the strong bull-run we have experienced...
- Greece: No Second Bailout, No Euro
ATHENS, Greece (AP) -- Greece's government warned Tuesday that the debt-crippled country will have to ditch the euro if it fails to finalize the details of its second, euro130 billion ($169 billion) international bailout and that more austerity measures...
- The Absolute Return Letter - December 2011: The Facts They Don’t Want You To Know
This month's letter is not a typical Absolute Return Letter but it is something that I feel strongly about and wanted to write about for a long time. I hope you will enjoy reading it as much as I enjoyed writing it. The message is simple: Our industry...
- Hussman Weekly Market Comment: Hokey Pokey
The repeated waves of fresh crisis and temporary hope in Europe are starting to look a lot like the Hokey Pokey. Last week, Italy briefly put its right foot in. Then, thanks to purchases of Italian debt by the European Central Bank, it put its right foot...
- John Mauldin: Kicking The Can Down The Road One More Time
My friends at GaveKal point out that this is “… the sixth time in 18 months European leaders have announced a definitive solution to the Euro crisis. Should this version of the final bailout be taken any more seriously than the first and second solutions...