August 24, 2016
QE Infinity: Are we heading into the unknown?
Markets are currently riding on the wave of uncertainty and speculation over whether the world's central banks will continue to...
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August 12, 2016
The Silver Bullet | Perpetual Motion
"O speculators about perpetual motion, how many vain chimeras have you created in the quest? Go and take your place...
Continua a leggereJuly 14, 2016
The Silver Bullet | We Are Still Dancing
And those who were seen dancing were thought to be insane by those who could not hear the music.
Continua a leggereJuly 11, 2016
Algebris launches Macro Credit Fund strategy designed for a world of negative rates
Algebris Investments (UK) LLP, a leading global asset management firm, is launching a Macro Credit Fund, managed by Head of...
Continua a leggereJuly 6, 2016
WEF Article: Our global financial system is broken. Here’s a plan for fixing it
It all started with the American Dream. Following World War II, the Marshall plan helped rebuild Europe and Japan: economies...
Continua a leggereJuly 1, 2016
The Times: Leaving is not the right fix, it will expose Britain’s weaknesses
Britain has chosen to leave Europe. Its vote has put Scotland and Northern Ireland against England and Wales, London against...
Continua a leggereJune 28, 2016
The Silver Bullet | The Divided Kingdom
In an episode of the 1980s TV show 'Yes Minister', Cabinet Secretary Sir Humphrey Appleby is asked why the UK joined the...
Continua a leggereJune 13, 2016
The Silver Bullet | Brexit: it’s not EU, it’s me
It's not you. I really like you, but you're just not a long term prospect. I can't handle the distance,...
Continua a leggereJune 1, 2016
The Silver Bullet | Trumponomics
Theres no business like show business like no business I know Everything about it is appealing, everything that traffic will...
Continua a leggereMay 23, 2016
FT: Investors labour under delusion Brazil is a quick fix
Brazilians love telenovelas, soap operas that air every evening in prime time.
Continua a leggereMay 16, 2016
The Silver Bullet | Brazil: The Caipirinha Crisis is Just Starting
Millions of Brazilians cheered last week as they watched former President Dilma Rousseff walking out of her post at the presidential palace. We believe the euphoria...
Continua a leggereMay 13, 2016
WSJ: A Helping Hand for Greece
Argue about the details all you want, but there's no doubting the need for debt relief, and quickly.
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