Markets
Sheep in Wolves’ Clothing – Capital Market Risks
With extensive official largesse and stirrings of recovery in global economies, capital market risk emanates from “sheep in wolves’ clothing” behavior. Wolves tend to be ……Read More
Markets
Markets
Canadian investor group completes acquisition of AIG’s canadian mortgage insurance company
An investor group, led by the Ontario Teachers’ Pension Plan (Teachers’) and including National Mortgage Guaranty Holdings, Inc., has completed the acquisition of AIG United ……Read More
Markets
Bank of America Earns $3.2 Billion in First Quarter
Bank of America Corporation today reported first-quarter 2010 net income of $3.2 billion compared with a net loss of $194 million in the fourth quarter ……Read More
Markets
As The World Turns – Linkages Will Count
As the world turns, we expect linkages as returning to the fore over the binary behavior of most of 2009. As currency markets re-adjust in ……Read More
Markets
Q2/2010 Outlook: Method in Maddening Mechanics of Muddling Through
As we expressed when 2010 commenced, portfolio management now needs to be wary of the socialization of capitalism. In the maddening mechanics of muddling through ……Read More
Markets
Favored Muddle-Thru 40%;Double-Dip 30%;Seamless- Recovery 30%.
For capital markets after unprecedented central bank quantitative ease and government deficit financing, we see more to range bound behavior than generally ascribed. We are ……Read More