Practical analysis for investment professionals

debt


What If the US Government Were Valued Like a Company?

If the US government were a normal company, it would have had to declare bankruptcy long ago.

Turkey: The Trouble with Debt-Driven Growth

Turkey's economic travails provide a cautionary tale for other developing nations.

Capitalism Is Dead, Long Live Debtism

Should a loan that one neither intends nor is required to repay be considered debt or equity?

Debt and Inflation Fears: Investing’s Obsolete Dogmas?

In economics and investing, some concepts have become indistinguishable from articles of faith.

Book Review: Principles for Navigating Big Debt Crises

Ray Dalio provides investors with a framework to understand the possible economic scenarios that lie ahead, as well as the investment implications.

Edward Altman: Where Are We in the Credit Cycle?*

Has the bubble in credit markets achieved new momentum? Edward Altman weighs in.

Adam Tooze: Where Are We Post-Global Financial Crisis?

“What we learned from 2008 was that it’s not the size of the losses per se, but rather where the losses sit in the financial system,” says Adam Tooze.

Russell Napier: Equity Markets and Structural Change

“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”

We Are All Doomed — CBO

The US Congressional Budget Office (CBO) recently published its annual Budget and Economic Outlook, a must-read for anyone interested in where the US economy is heading.

Weekend Reads: The Eye of the Storm

Predicting the weather or predicting the markets — neither is possible with absolute certainty. This and other musings make up this week's Weekend Reads by Robert Del Mauro.



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