The trend of RMB depreciation helped dampen the USD bond supply as it raises the costs of issuance relative to domestic funding in China, particularly for issuers without USD... Read More

North American hedge funds snapped their winning streak in September, shifting into the red after a strong first eight months of the year. Interestingly, the funds' performance ran counter... Read More

This is part two of the on going series on, "why a checklist is an investors best friend." Part one can be found here. Developed in the fields of medicine and... Read More

How things have changed since the last investment review in April. It is a reminder that ‘events, dear boy, events’ are not always benign, and one observes that France,... Read More

Hugh Hendry (the one time bear) who turned bullish, had some poor timing  (at least, in the very short time frame since the switch). Below is the latest commentary... Read More

As a new security threat was revealed this morning that illustrated the growing security vulnerability with cell phones, a new Bank of America survey found we are using our... Read More

It is often darkest before the dawn, CSLA’s Damian Kestel noted of certain investment approaches, quoting English theologian and historian Thomas Fuller. Fuller was speaking of a religious transformation in... Read More

Imagine it’s 1912, and you find yourself on the Titanic’s maiden voyage. You know that the ship is going to sink, but you’re sketchy on when it’s going to... Read More

As part of the European Central Bank's efforts to try and stimulate the European economy, it has spent around $129 billion buying corporate bonds. These bond purchases fall under the bank's Asset... Read More

When Janet Yellen talks, the market listens. Tech stocks took a breather from their torrid valuations As she was discussing the stock market in detailed terms, calling out specific stock sectors... Read More