February 20, 2017
The Silver Bullet | Greece: More Melodrachma, No Default
Negotiations on Greek debt are once again about to take a tortuous turn. Today, the Eurogroup meets to decide on...
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February 12, 2017
FT: Why the eurozone will defy sceptics in 2017
"Europe is just uninvestable" says a fund manager at a dinner in Mayfair, "with [Marine] Le Pen in France and...
Lesen Sie weiterFebruary 6, 2017
The Silver Bullet | Dont Give up on Europe
Europe is just uninvestable, a fund manager declares, while carving a slice of roast lamb over dinner in Mayfair. With...
Lesen Sie weiterJanuary 1, 2017
The Silver Bullet | When Inflation Dreams Become Nightmares
"We are not in deflation. The macro projections show that inflation will indeed be negative for several months this year...
Lesen Sie weiterDecember 16, 2016
Bocconi University Lecture: Escaping the QE Infinity Trap
Alberto Gallo, Partner and Portfolio Manager at Algebris Investments, presented at the Bocconi University a lecture on "Escaping the QE...
Lesen Sie weiterDecember 14, 2016
The Silver Bullet | The Movie
Always make the audience suffer as much as possible. Alfred Hitchcock
Lesen Sie weiterNovember 15, 2016
The Silver Bullet | Investing in the Time of Populism
Since this summer, we have warned investors of a turning tide in global bond markets, due to less dovish monetary...
Lesen Sie weiterOctober 31, 2016
The Silver Bullet | Trick or Tantrum?
I used to think that if there was reincarnation, I wanted to come back as the president or the pope...
Lesen Sie weiterOctober 12, 2016
The Silver Bullet | The High Price of a Hard Brexit
I want it to give British companies the maximum freedom to trade with and operate within the Single Market ...
Lesen Sie weiterSeptember 7, 2016
FT: Turning Europe from a good trade into a good investment
Quantitative easing is broken.
Lesen Sie weiterSeptember 1, 2016
The Silver Bullet | Central bankers: the tide is turning
In the Great Depression of the 1930s, existing economic theory couldnt explain the causes of the severe economic downturn, neither...
Lesen Sie weiterAugust 24, 2016
QE Infinity: Are we heading into the unknown?
Markets are currently riding on the wave of uncertainty and speculation over whether the world's central banks will continue to...
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