Rags to Riches to Rags: The Lehman Story
Srivatsan Prakash (Market Ponderings) How a bank founded by the son of a cattle merchant became the 4th largest investment bank, before going bust The Founding and Early Days The Read More
Quantitative Tightening is Here
John Luke Tyner (Aptus Capital Advisors) The balance sheets of global central banks have grown drastically in the last 15 years. The United States balance sheet alone grew from ~$4 Read More
Idea Brunch with Brian Laks of Old West Investment Management
Brian Laks is currently a partner and portfolio manager at Old West Investment Management, a concentrated long/short investment manager. Before joining Old West in 2016, Brian worked as a research Read More
The World’s Most Important Market
The repo market is the oil that lubricates the engine of global financial markets – let’s explore it in this article of the Bond Market 101 Series. ‘‘Almost every financial Read More
Hedge funds vs. fixed income
So much has been said and written about hedge fund performance lagging the performance of stock markets. But as most hedge fund advocates will point out, this is an unfair Read More
Putin vs Europe – The Long War
Putin’s strategy is clear – but how will Europe react, and will it work? ”The economy of imaginary wealth is being inevitably replaced by the economy of real and hard Read More