Are We Worrying About All The Wrong Things?
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
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ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
For years 15 years, Hugh Hendry ran the hedge fund Eclectica Asset Management, earning a reputation as a provocative and contrarian thinker on the entire state of the world economy.
Equity markets are ignoring yield curve inversion and rising consumer concern about inflation. But Macquarie’s Viktor Shvets says the bond market’s message still matters.
Mitu and I have posted a few times (here, here, and here) about some of the odd features in Russia's bond contracts. Perhaps the weirdest (and most odious) is the Alternative Payment Currency Event clause, in which investors effectively insure...
The IEA is calling for a roughly 3 million barrel per day hit to Russian oil production in April.