Dead Companies Walking?
Although there have been relatively few liquidations during the pandemic crisis, this can be attributed to forbearance and government supports.…
China and the US, The New Sleepwalkers?
A timely article from The Irish Times outlines a decidedly negative turn in geopolitics which is currently taking place. Diplomatic…
The Big Short 2.0
Like most Big Trades, the fundamental rules remain the same! Liquidity, timing & luck! As John Maynard Keynes allegedly said,…
ECB to Accept Junk Bonds as Collateral
The move is widely seen as the ECB taking a pre-emptive move before the rating agencies start to downgrade European…