Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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10 Years' Anniversary of the Collapse of Hedge Fund Amaranth - Reminiscences of a Stock Operator
“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences...
563 Views
Will Capital Still Flow into Asian EMs?
At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery...
150 Views
Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
242 Views
Fed, BOJ Could Rain on the Megabank Middle Market Acquisition Parade
The combined monetary policy outlook suggests that Japanese megabanks’ window of US middle market acquisitions is limited, even despite the current...
230 Views