Posts Tagged ‘European debt crisis’

European Bank Distress Requires Investor Patience

September 17, 2014

Chidem Kurdas

Much touted for several years, the trade (more…)

Are New KKR Funds Competitive?

October 24, 2012

Chidem Kurdas

Private equity manager KKR says it will use (more…)

Goldman Bond Follow-up Re European Crisis

June 22, 2012

The Goldman Sachs commentary on volatility in the junk bond market, (more…)

Veteran Bear’s Gold and Silver Miners

February 16, 2012

Chidem Kurdas

Eric Sprott, the Canadian who made a fortune from bearish trades in recent years, isn’t just holding precious metals (more…)

Investing for Worst Case Scenario

January 12, 2012

Chidem Kurdas

German national output declined in the fourth quarter.  If the recession caused by the European debt crisis spreads and engulfs the world economy, a crisis situation like 2008-2009 could again develop, with all markets going downhill together. What type of investment will perform in this worst-case scenario?   (more…)

More on Greece

December 13, 2011

Chidem Kurdas

Click for ThinkMarkets post on trade and policy developments.

Re Greece as buy opportunity(more…)

Ackman Stands by Citigroup; Investors Restless

November 30, 2011

Chidem Kurdas

This has not been a good year for Bill Ackman’s Pershing Square. The main fund lost (more…)

Micro Strategy Against Macro Debt Crisis

November 7, 2011

Chidem Kurdas

Martin D. Sass has seen 14 major crashes during his 48 years in finance, an experience that (more…)