Leverage Is Not A Four-Letter Word, Bassman Reminds You
A Commentary by Harley Bassman (Twitter: @ConvexityMaven) On March 16, 2021, I offered that “it
Search Results for: Leveraged Loan
Harley Bassman’s Top Trades For 2023
I’ve offered the snark that “life is transitory,” which, while true, isn’t helpful. A cohort
Hand It Over. And Stop Complaining About The Students
I said it a half-dozen times since June if I said it once. And I
Through The Looking Glass: A Survey Of Decentralized Finance
We are witnessing a renaissance at the intersection of mathematics, computer science, and finance, and
The Case For Ethereum
While ETH and BTC seemingly aim to solve different problems – one can view ETH
Goldman Saunters In, Delivers Astounding Beat, Strolls Out
With JPMorgan’s results on the books as a beat with an asterisk (Dimon struck a
Jamie Dimon Delivers 67-Page Prescriptive Manifesto For America
“While I have a deep and abiding faith in the United States of America and
$2.25 Trillion And ‘The Need To Really Deliver’
Joe Biden wants to tax corporations at a higher rate in order to help offset
Harley Bassman Presents: ‘Seeking Treasure with Convexity’
And while I am being honest, let me further reveal that my membership in the
Harley Bassman Presents: ‘War And Peace’
“The strongest of all warriors are these two — Time and Patience” “War and
‘Miserable’ Myths
It’s now widely (if begrudgingly) accepted that many developed nations are engaged in a version
What JPMorgan And Nomura’s Charlie McElligott Are Saying About Stocks As August Kicks Off
If you harbor some “misgivings” about US equities, which have run more than 45% from
‘You Can’t Get Fooled Again’: Is America Ready For Real Economic Solutions Or Not?
“…fool me once, shame on — shame on you”.
Socialism For The Rich: The Biggest Names In Finance Are Stone, Cold Hypocrites
Where’s your damn free lunch?Â
‘Still Plenty Of Room For Stocks To Rise Further From Here,’ JPMorgan Says
“…collectively, investors are still underweight equities”.
Main Street, Wall Street, Depression Carte Blanche And The Coming Witch Hunts
“We found a witch, may we burn her?”
‘I Am An Oil Man’: How Long Before Jerome Powell Gets Into The Oil And Gas Business?
“I have numerous concerns”…
‘Lights Out’: Oil And Gas ‘Suddenly Becomes A Hobby’
We’ve entered a not-so-brave new world, that’s for sure.Â
Big Fat Checks, Steve Mnuchin’s Idea And Alms For The ‘Poor’
“I’m sure people will be very happy to get a big, fat, beautiful check”.
Howard Marks Has Lots To Say About Bailouts And Moral Hazard. So, I’ll Bite.
“Most of us believe in the free-market system as the best allocator of resources.”
This Is ‘The End Game Of The Great Debt Super Cycle’ And Scott Minerd Sees Just One Way Out
“We are experiencing the end game of the great debt super cycle”.
Nomura’s McElligott: The Fed Is Now ‘Chief Risk-Taker And CIO’ (And Other Fun Market Notables)
So much to backstop, so little time.
Distressed. Officially.
A “massive rush for liquidity”.
1987
It looks as though it’s time to finally exorcise all our post-crisis demons.Â
Albert Edwards: ‘These Are Dangerous Times Indeed’
It will not surprise you to learn that Edwards doesn’t think stocks are “cheap” after rout.
Sometimes, The Entire Edifice Simply Implodes
“Which investors drove this selloff?” Another market “whodunnit”.
Excerpts From Canada’s Forgotten Tale Of Financial Calamity
“I believe the situation we find ourselves in is analogous to a tsunami coming.”
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