2010

by Win Thin We think it’s worth commenting on Portuguese press report today that China has pledged to buy up to EUR4-5 bln ($5.2-6.5 bln) of Portugal sovereign debt. Purchases would be either in the primary or secondary markets and would…

Today's best financial news links from around the web. Featured posts are on Chinese inflation and suits against banks and bank agents for allegedly breaking into homes to wrongfully evict homeowners. We also have the Saxo Bank outrageous…

from the BBH Currency Strategy Team The euro is slightly firmer today vs. the dollar today, but continues to make new historic lows vs. Swiss franc just below 1.25, suggesting that euro zone tensions remain strong. EM currencies continue…

by Annaly Capital Management Following up on our post from Friday, in which we illustrated the currency reserve and GDP market share of a number of different countries, a kind reader asked a question: “I wonder what percentage of the…

Interview with Michael Whalen In this issue of The Institutional Risk Analyst, we speak to Michael Whalen, Emmy award winning composer and new media observer, about the outlook for the business of creating and delivering content. …

By Doug Hornig Today, the Federal Communications Commission acts on so-called “Net Neutrality,” and given the commissioners’ predicted 3-2 party line vote, it would be a shocker if they rejected it. What happens next is anyone’s guess,…

Here is a good segment on CNBC that takes another look at the muni issue which Chris Christie and Meredith Whitney raised on 60 Minutes on Sunday.  Benjamin Thompson of Samson Capital says he can't get the numbers Meredith Whitney used…

John Brynjolfsson, the CIO at the hedge fund Armored Wolf, is betting on convergence. In his view, the credit quality of the banks and people of Germany and France, will soon look like the credit quality in Spain and Portugal. I featured a…

This is the third year I have featured the Danish Saxo Bank's outrageous predictions list. They are meant to be true outliers and not actual predictions, so don't expect them to hit 10 for 10 or even 7 for 10. The point of the list is to…

This comes from Andy Lees of UBS: A few weeks ago I sent out a note highlighting that the Nasdaq was approaching its post 1974 trend line from which the average movement has been 24.06% in the subsequent couple of months. At the time I…