Tag Archives: Debt

The End of an Era

After the demise of the video rental industry and the brick-and-mortar music retail industry, it is now the turn of the most famous toy store in the world to pay the piper for failing to acknowledge the massive online competition. What could have been done, and what are the lessons to learn? 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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A Submerging Economy

7 years after the first Greek crisis, the government is putting forward a new set of austerity measures. Will it work this time? Continue reading

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