Archive - Feb 8, 2010 - Blog entry
Sovereign Risk and the Price of Oil
Submitted by asiablues on 02/08/2010 20:24 -0500A look at the relationship between sovereign risk, the price of oil and investment strategy in a possible Financial Crisis 2.0 scenario.
What Do Rising Sovereign Credit Default Swaps Mean?
Submitted by George Washington on 02/08/2010 17:20 -0500Whether or not large nations actually go bankrupt, one thing is clear . . . Larry Summers, Ben Bernanke, Tim Geithner and their foreign counterparts have failed ...
The Aussie/Euro Cross is the Carry Trade in its Purest Form
Submitted by madhedgefundtrader on 02/08/2010 09:07 -0500Ready for a breakup of the Euro, anyone? How long can a sober, conservative German grandfather be expected to indulge the disgraceful habits of its party animal, thrill seeking, drug addicted grandchildren? They’re actually worried about inflation down under. If you want to know how the big boys are coining it, come this way. The trade that George Soros and Paul Tudor Jones glory in.
Drop in Dividends Leaves Pensions Exposed?
Submitted by Leo Kolivakis on 02/08/2010 00:41 -0500In the UK, the data shows the financial crisis led to a £6bn fall in dividends from the banks, leaving drug, tobacco and oil companies to fill some of the gap. Meanwhile, UK commercial property is benefiting from huge pension flows. Is this a wise long-term investment?
