If you have picked up a newspaper in the last week, you are probably aware of the turmoil in Europe. Anti-Euro rhetoric in Italy is once again threatening financial stability in the region. The political chaos in Italy is spreading to other European markets, causing financial stress across asset classes. Here are 5 charts highlighting the impact …
Continue reading “5 Scary Charts Highlighting Financial Risk in Italy and Europe”
Warren Buffett popularized Ben Graham’s notion of “Margin of Safety” when evaluating the quality of an investment. The idea is that the future is unpredictable and we have to allow for the chance that our projections may be wrong, so we need a cushion in our analysis to protect us when things don’t go according to plan. …
Continue reading “The Bond Market Needs A Margin Of Safety, Too”
Stress in Italy; a break out in 10-year yields; carnage in emerging markets. Lot’s happened this week in fixed-income. Read the post to get the details.
Unfortunately, many people ruin their chances to get hired at first contact by failing to execute a simple maneuver: the handshake. Click here to read the entire story on LinkedIn
This week’s edition has some interesting charts on investor sentiment, the reflation trade, the Iranian Rial weakness, higher EM bond yields, share buybacks and more.
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