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Don’t Cry for the Argentine Peso
The Argentine peso has depreciated by more than 40% since 2015, but I believe it is due for stabilization and[…]
Avoid Being “Burned” by Bank Loans
When talking with potential investors, a refrain we often hear is “I was burned by bank loans before, and now[…]
Oil Price Volatility: Are We Out of the Woods Yet?
What’s my advice on oil price volatility? Hang in there. The good news—we’ve been through this before. The bad news—we’ve[…]
Is OPEC Irrelevant?
In late May, OPEC (Organization of the Petroleum Exporting Countries) and non-OPEC oil producers agreed to extend production cuts through[…]
Commodity and Emerging Market Performance – Is This Divergence Sustainable?
Emerging market (EM) assets were hit hard by the crash in commodity prices in 2014-2015, but so far this year,[…]
The Connected Consumer: 3 Key Themes
Whether watching television, shopping or driving in the car, today’s consumers want to control exactly when, where and how they[…]
Getting a Mortgage is Harder Than Ever
There’s an important debate bubbling among investors and policy-makers: have residential mortgage lending standards tightened too much for too long[…]
Keystone Pipeline Suffers Rejection Syndrome
Originally proposed in 2005, TransCanada’s Keystone XL pipeline would have transported over 800,000 barrels per day of crude oil from[…]
Bank Loans: 3 Key Things You Should Know
Many characteristics make bank loans stand out from their fixed income peers, but here are three key factors we believe[…]
Global Banks – Who Is Swimming Naked?
The outlook for most large banks around the world remains favorable – one reason is that many global banks have[…]
European Banks: Be Mindful of Risks in 2017
European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace[…]
Warm Weather Distortions in US Economic Data
November 2015 ranked as the 25th warmest November in the last 121 years. A warm spell like this can wreak[…]
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