Tag Archives: bonds
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The pitfalls of mispricing debt – a focus on risk and return - 30/11/11
The yields on US bonds and German bonds will rise at some point in the not too distant future. At that time we will see claims that credit markets are freezing and debt funding is not available to the biggest … Continue reading
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The Big Short 2 - 10/08/11
“From a value investing perspective, the sharp falls are opportunities to invest at very attractive prices. The major banks offer excellent examples. Interim results show continued strength, yet at a point on Tuesday, CBA was trading at $43.50, offering investors … Continue reading
