Macronomics

Personal comments on Macro trends, Macro news and views. All rights reserved. Disclaimer: Information provided on this blog does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this blog. Information displayed on this blog is not intended as specific investment advice and should not be relied on for making investment decisions.

Showing posts with label private equity. Show all posts
Showing posts with label private equity. Show all posts
Thursday, 7 January 2016

Macro and Credit - The fourth wall

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"It is only with the heart that one can see rightly; what is essential is invisible to the eye." - Antoine de Saint-Exupery, Fre...
Sunday, 27 January 2013

Credit - The Donk bet

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"There are three roads to ruin; women, gambling and technicians. The most pleasant is with women, the quickest is with gambling, but t...
Sunday, 27 February 2011

Play it again Ben - The "dubious" return of Cov-lite financing and other leveraged plays...

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While every one is focused on Oil's recent surge linked to the contagion of unrest in the Middle-East, Bahrein, Lybia and co, looks lik...
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