Posts Tagged ‘Ajay Rajadhyaksha’

Barclays: MBS Proposal Promising

December 8, 2011

Chidem Kurdas

US regulators are preparing a plan for (more…)

My Kingdom for a Hedge!

September 22, 2011

Chidem Kurdas

Today people sold stocks and piled into US Treasuries, driving 10-year yields to another low. Everybody is trying to protect themselves.  Funds are hedging their portfolios but to put up defense against a crash is very costly now. There is no good-value, low-risk place to hide. Risky assets, on the other hand, are cheap.

Buying Treasuries looks like the one thing not to do. (more…)