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Paul Brodsky
  • Paul Brodsky
EUR 45.60

Buy Bonds, Sell Junk

We expect a minimum return of 25% (unlevered, in dollar terms) from Long Bonds by year-end 2018. High yield credit seems to be priced for perfection and investors seeking an expression for higher rates would do well to fade junk.

02/27/17 February 27, 2017 6 EN
Paul Brodsky
  • Paul Brodsky
EUR 45.60

Trump, the Bag Holder

We should discover quickly the limited efficacy of Donald Trump’s economic initiatives. We expect central bank administered hyperinflation to begin during his term.​

02/21/17 February 21, 2017 6 EN
Paul Brodsky
  • Paul Brodsky
PREMIUM

Wall Street Checkout

Wall Street has checked out. Investors looking to match nominal liabilities should succeed as long as central banks retain control over markets. Those that care about true wealth creation will be left holding the bag in real terms. ​

02/14/17 February 14, 2017 3 EN
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