Bond

| ZeroHedge

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Spain IS Greece After All: Here Are The Main Outstanding Items Following The Spanish Bailout Submitted by Tyler Durden on 06/09/2012 14:52 -0400 Bank Run Bond Bridgewater CDS Creditors European Central Bank Eurozone Germany Greece Gross Domestic Product Ireland Italy National Debt Nationalization Portugal Sovereign Debt After two years of denials, we finally have the right answer: Spain IS Greece. Only much bigger. So now that the European bailout has moved from Greece, Ireland and Portugal on to the big one, Spain, here are the key outstanding questions.   via Spain IS Greece After All: Here Are The Main Outstanding … Read more

12 Rules Stockpickers Live By

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The Magellan Fund has never been as strong and consistent a performer after Peter Lynch left the helm.  There are many postulates as to why this is the case.  I am going to introduce a new one.  Few believe Berkshire will be the same after Buffett.  In fact those trying to imitate Buffett’s style now have paled in comparison.  I believe that just like the two investors shared some things in common, one thing they shared that the market has failed to appreciate is that both investors constantly changed, they evolved and their styles of investing encompassed many and broad … Read more

‘s Roundtable

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The first thing I look at when I read Barron’s round table is the results of the panelists picks from last year.  On that accord, one would do well by skipping most of it.  There are though, two investment gurus, Bill Gross and Felix Zulauf that tend to make me money. None the less read the whole article and make up your own mind..  It can be found here. Gross: Next, in a world of financial repression where 10-year Treasury bonds yield 2% and 30-years, 3%, certain state bonds and utilities yielding 5% and 6% are decent relative values. It … Read more

Marc Faber Resumes Bloodfeud With Treasurys, Still Sees Entire Financial System Imploding

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From Zerohedge: “In an interview with Bloomberg’s Sara Eisen and Erik Schatzker this morning, he does what he does best – cuts to the chase: “if you think it through and you are as bearish as I am, and you think the whole financial system will one day collapse, we don’t know if in 3 years, or 5 years, or 10 years, but one day there will be a reset, and everything will be essentially started anew, then you are better off in equities than in government bonds, because a lot of government bonds will either default or they will … Read more