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"The shutdown of economies in the pandemic showed it’s better to suffer up front"
2 years ago
Rather than prolong the agony, central banks would be better off bunching their planned rate hikes into one -
"It’ll take something special to drag my attention away from Depp/Heard, but Jerome Powell could just do it"
2 years ago
It’s not easy letting go of the past, but May heralds the start of something new in credit -
"Faltering oil supply is lamentable at a time of strategic and moral shortfall"
2 years ago
We need to accept the pain and cut dependence on Russian oil today -
"Pain is on the way: spreads are too tight, while compression and carry are done. But what if it's not?"
3 years ago
Welshcake reminds us that mid-cycle portfolio management is a funny old game -
Cessation of activity mid-December is an opportunity to switch off… and let the mind wander
3 years ago
Welshcake is grateful for a lull in credit markets. The downtime has inspired him to dream up a CLO play -
Don’t get too comfortable. The truth is there are hundreds of things that could be catalysts for a sell-off
4 years ago
Just because there’s no obvious sign of a sell-off, doesn’t mean it’s not going to happen. Often, market moves defy logic -
The question is not whether CLOs are too dangerous, but what more they could and should be doing
4 years ago
Contrary to recent headlines, CLOs could be the tool which help reduce the rate of climate change
7 results found Showing page 1 of 1
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