Are Hedge Funds “Bond-Like” Investments?
In 2008 Warren Buffet made a big bet against hedge funds. He claimed that an investor would be better off…
10 years ago
Filipe R Costa
Bond Mini Crash Uncovers Rising Risks
In my blog Don’t Fight The Fed, Fight The ECB, published last week, I said that investors face an epic…
10 years ago
Follow Bernanke, Not Me
An Opinion Worth Millions Whoever thought Ben Bernanke’s golden age was terminated on 1st February, 2014, with the end of…
10 years ago
UK General Election: Whoever Wins, Britain Loses
The Election Day Is Nearing… Five years have passed since the last General Election and the UK is preparing for…
10 years ago
Don’t Fight the Fed, Fight the ECB
While central bankers look tranquil and trustworthy on their television appearances, giving investors reassurances that a brighter future is just…
10 years ago
Ben Bernanke and the Taylor Rule
The problem with central banks is that they initially wanted to be independent from us but now they want us…
10 years ago
Get Ready for an Emerging Markets Crisis
Featured in this month’s Master Investor Magazine. Planting the Seeds The financial crisis of 2007-2009 is often seen as one…
10 years ago
Fund Manager in Focus – Leda Braga
Featured in this month's Master Investor Magazine. On 22nd February, Patricia Arquette came to the stage of the Dolby Theatre…
10 years ago
From Naked Arbitrage To Emerging Markets Crisis
One of the most important concepts in modern finance - and one that I always insist my students master -…
10 years ago
Towards A New Monetary System
While the US Federal Reserve and the ECB have been busily adopting counter-cyclical measures aimed at stabilising economic growth and…
10 years ago