Debt Crisis

Blackstone / Codere CDS Event Highlighted on Daily Show Exposes Larger Economic Issues

A recent credit default swap (CDS) payout event, humorously highlighted by The Daily Show, actually opens a much larger issue, pointing to a core problem with unregulated OTC swaps whose notional value exceeds $600 trillion and dwarfs the world GDP [...]

KPMG’s Chief Economist / Alternative Investments Addresses Fed Exit Strategy, Coming Bond Market Volatility and Challenges to the US as World Reserve Currency

KPMG’s Chief Economist / Alternative Investments Addresses Fed Exit Strategy, Coming Bond Market Volatility and Challenges to the US as World Reserve Currency

Constance Hunter, KPMG’s Chief Economist / Alternative Investments, is known in economic circles for her insight into transitional trends and fundamental market shifts.  We caught up with her to discuss her outlook in regards to some of the significant economic [...]

Why Past Performance of a Conventional (60-40) Portfolio Is NOT Indicative of Future Performance

By Mike Dever / Brandywine Asset Management For the past 31 years[i], a conventionally-diversified portfolio consisting of 60% stocks and 40% bonds has provided investors with satisfying returns of +10.80% annually. This was the result of both stocks and bonds [...]

Debt Crisis Watch And Managed Futures Strategy

Below is from the recent Opalesque Futures Intelligence   I recently had an opportunity to ask Chicago Federal Reserve President Charlie Evans to define the risks in quantitative easing and related stimulus policies he has so aggressively pursued. In his speech [...]

Hedge Fund Legend Stanley Druckenmiller Talks Debt Crisis Truth

Hedge fund legend Stanley Druckenmiller made a rare appearance on CNBC to discuss the debt crisis with Maria Bartiromo, who appeared to keep pace with him step for step. Mr. Druckenmiller has been talking the debt crisis about the debt crisis [...]