IMF To Germany: Europe Is On Course For Disaster [View article]
and also about the greek situation, 50% haircut and 30 year bonds to replace with a 4% coupon. Can this help longer term or is it just delaying innevitable?
IMF To Germany: Europe Is On Course For Disaster [View article]
I am happy to hear your comments regarding high quality shorter duration bonds as a type of cash equivelant. I have been positioning money in that direction for the last 12-15 months and has been a godsent, proof that it can work well in this environment. I would think that with the feds announcement today holding rates for another 2.5 years would only continue to make the above type of investing solid going forward? Your thoughts on that?
IMF To Germany: Europe Is On Course For Disaster [View article]
I am happy to hear your comments regarding high quality shorter duration bonds as a type of cash equivelant. I have been positioning money in that direction for the last 12-15 months and has been a godsent, proof that it can work well in this environment. I would think that with the feds announcement today holding rates for another 2.5 years would only continue to make the above type of investing solid going forward? Your thoughts on that? and also this whole idea of a 50% haircut on greek debt replacing with 4% 30 year coupons.....can that actually work or again just delyaing innevitable?
2012 Europe Outlook: How The Fiasco Will Unfold, Part 1 [View article]
James, I am relatively new to Seeking Alpha but your articles have stirred much thought reagarding how things might play out over the coming years. I look forward to your writings and find them to be another nice tool when I am making final decisions placing money in appropriate investments for both my clients and myself. Very, Very nice work.
IMF To Germany: Europe Is On Course For Disaster [View article]
IMF To Germany: Europe Is On Course For Disaster [View article]
IMF To Germany: Europe Is On Course For Disaster [View article]
2012 Europe Outlook: How The Fiasco Will Unfold, Part 1 [View article]