European Distressed Assets? What European Distressed Assets?
Wednesday, 02 May 2012 | 5:23 am
A substantial volume of capital has been raised by various asset managers to capitalize on the imminent or eventual fire sale of distressed assets by European banks and financial institutions. Its going to be a long wait.
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How Not To Invest. How To Deal With Complexity
Wednesday, 25 April 2012 | 7:41 am
Diversification hides a multitude of sins. The idea of diversification is to ensure that no single investment or risk factor causes a catastrophic and irrecoverable loss. Too little diversification and you become vulnerable to being taken out by a single factor or event.
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Euro Malignancy. No Euro Breakup, Just Lots of Bumps
Tuesday, 24 April 2012 | 5:55 am
The Euro is a chronic disease. But you can bet on the good days and bad days in Europe as the governments and the ECB sequentially crash and revive the patient.
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Euro In Crisis Yet Again: Spain in Trouble. Italy is Potentially Worse. But Worry Not.
Tuesday, 24 April 2012 | 2:02 am
If anyone believed that the proceeds of the LTRO were meant to be spent buying bonds in the secondary market, they have misunderstood the raison d’etre of the LTRO.
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Singapore Housing Market 2012. Singapore Property Outlook
Monday, 23 April 2012 | 8:21 am
Singaporeans are obsessive about real estate, much like Americans and Britons were before 2008 burst their bubble. However, while other countries’ housing markets have failed to recover fully, the housing markets of the emerging markets have rebounded and surged past old highs.
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