Browsing: European debt crisis

Posts Tagged ‘ European debt crisis ’

Sticky Prices in Developed Economies: A Good Thing

Sep 17th, 2012 | Filed under:

A new paper by economist Guillermo Calvo is fascinating, in part because it pins a good deal of explanatory power and for that matter a lot of hope on the "stickiness" of wages and prices, something that is but a footnote in much of economics' literature. Stickiness may allow for some hope for the survival of the euro, even though as Calvo also says fiat money in general "contains the seeds of its own destruction." Read More

The Greek Opportunity

Aug 15th, 2012 | Filed under: Alpha Hunters, Alpha Strategies

Vikas Shah speaks to Nicholas Economides about the Greek opportunity.Read More

Benefits of Asset-Class Diversification Are Disappearing

Jul 4th, 2012 | Filed under: Alpha Strategies, Asset allocation

By the end of May the spread between German and Spanish bond yields was extraordinary. Spanish 10-year bonds were yielding 6.5 percent, German bonds only 1.347 percent. What Spain would have to do was becoming obvious to everyone by then, though it took Spain until well into June to do it, finally requesting and obtaining as Mathema puts it “a financial lifeline of up to €100 billion to shore up its troubled banking system” from the EU.Read More

Alpha Hunters: Looking at Alternative Investments From the Inside Out

Jun 7th, 2012 | Filed under: Hedge Fund Industry Trends, Real Estate, Private Equity, Hedge Fund Strategies, CTA, Derivatives, Institutional Investing, Alpha Hunters, Alpha Strategies, Venture capital, Forex

A deeper look at alternatives with Dr. Bob Swarup, a world-renowned expert and commentator on alternatives and financial markets as well as being a visiting fellow at London School of Economics.Read More

EDHEC on CDS Speculators and Eurozone Bonds

Apr 9th, 2012 | Filed under:

The relationship between two markets that O’Kane posits might almost be taken as a paradigm of the difference between Granger causation and physical causation. Consider the case of two distinct radar systems, one better at long range detection than the other. The superior radar system will detect an incoming airplane before the inferior system will. Thus, there will be a relationship of Granger causation between the detection of a particular blip on the better system and its detection on the other system. If we see an incoming blip on the better system we will be able to predict that it will soon show up on the inferior system. It doesn’t follow, though, that the one radar is physically causing anything to happen to the other radar. Read More