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The Silver Bullet | Introducing the Brexit Walrus
The time has come, the Walrus said, To talk of many things: Of shoes and ships and sealing-wax...
31 March 2017
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The Silver Bullet | Europes Long Way out of QE Infinity
Alice: How long is forever? White Rabbit: Sometimes, just one second. Alice in Wonderland, by L. Carroll
23 March 2017
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The Silver Bullet | Dont Fret about Frexit
Hey now, baby Get into my big black car Hey now, baby Get into my big black car I want...
8 March 2017
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The Silver Bullet | Greece: More Melodrachma, No Default
Negotiations on Greek debt are once again about to take a tortuous turn. Today, the Eurogroup meets to decide on...
20 February 2017
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The Silver Bullet | Dont Give up on Europe
Europe is just uninvestable, a fund manager declares, while carving a slice of roast lamb over dinner in Mayfair. With...
6 February 2017
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The Silver Bullet | When Inflation Dreams Become Nightmares
"We are not in deflation. The macro projections show that inflation will indeed be negative for several months this year...
1 January 2017
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Bocconi University Lecture: Escaping the QE Infinity Trap
Alberto Gallo, Partner and Portfolio Manager at Algebris Investments, presented at the Bocconi University a lecture on "Escaping the QE...
16 December 2016
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The Silver Bullet | The Movie
Always make the audience suffer as much as possible. Alfred Hitchcock
14 December 2016
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The Silver Bullet | Investing in the Time of Populism
Since this summer, we have warned investors of a turning tide in global bond markets, due to less dovish monetary...
15 November 2016
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The Silver Bullet | Trick or Tantrum?
I used to think that if there was reincarnation, I wanted to come back as the president or the pope...
31 October 2016
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The Silver Bullet | The High Price of a Hard Brexit
I want it to give British companies the maximum freedom to trade with and operate within the Single Market ...
12 October 2016
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The Silver Bullet | Central bankers: the tide is turning
In the Great Depression of the 1930s, existing economic theory couldnt explain the causes of the severe economic downturn, neither...
1 September 2016
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