Category Archives: Bonds

Bonehead Questions

Elon Musk’s recent comments during last week’s earnings call, might set the wrong mood for future capital raising opportunities Continue reading

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A Little Push to the Right

When Lenin Moreno beat Guillermo Lasso on a dubious election last year, many thought this would be a continuation of the Citizens Revolution, it seems the President is parting with the ideology of his predecessor. Continue reading

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Un Empujoncito a la Derecha

Cuando Lenin Moreno derrotó a Guillermo Lasso en una dudosa elección el año pasado, muchos pensaron que seria la continuation de la Revolución Ciudadana. Parece que el Presidente esta alejando de la ideología de su predecesor. Continue reading

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Where did 2018 go?

  Whew, what a week! On Friday the 2nd, an economic report came out stating that wages were increasing.  That surely was good news for the market… or was it? Higher wages mean the economy is reaching full employment, which means … Continue reading

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Does the Bull Have Legs?

The Barker Report is back, read the first post since 2016. A look back at 2017, the reasons behind the bull market, and whether it can be sustained in 2018 Continue reading

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Tit for Tat?

Was the recent $14 billion fine imposed by the DOJ on DB payback for the back tax issue involving Apple a few weeks ago? Continue reading

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Fixed Income?

Where is the yield? Continue reading

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Emerging Markets: 30 Years of Crisis. Part 3: The 2000s and beyond

This is the third and final installment of the series. We discuss Ecuador, Argentina and Venezuela in their journey through the 21st century. Continue reading

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Emerging Markets: 30 Years of Crisis. Part 2: The 1990s

Second installment of my 3-part series on Emerging Markets Continue reading

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Emerging Markets: 30 Years of Crisis. Part 1: The 1980s

The recent news of Argentina’s deal with holdout hedge funds has prompted me to put together a three-part series on Emerging Markets, and analyze this crises-laden asset class. Enjoy! Continue reading

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