Browse by Tags

How To Fix It

This week we will look at what will be a fairly controversial essay by good friend Michael Lewitt of HCM. In light of today's speech by Treasury Secretary Henry Paulson of the re-organization of the regulatory system in the US, Michael suggest we...

Published Mon, Mar 03 2008 2:21 PM by John Mauldin

Filed under: The Fed, Private Equity, Michael Lewitt, Hedge Funds, Subprime, Recession, The Dollar, SIV, Financial Regulation, Henry Paulson, Financial Reform

Quant Funds & The August Market Turmoil

What really happened last August? There was blood in the street for many hedge funds, while others did ok. But in this week's Outside the Box, Jon Sundt from Altegris Investments (and my US partner) dives you the behind the scenes details of what...

Published Mon, Nov 11 2007 3:18 PM by John Mauldin

Filed under: Hedge Funds, Subprime, Jon Sundt, Leverage, Quant Fund, Altegris Investments

Vectors of Credit

Introduction The credit markets are in turmoil. This week I have asked Michael Lewitt of Harch Capital in Florida to tell us what is going on from his perspective. Michael has been watching the credit markets from the inside for a long time. So, this...

Published Mon, Sep 09 2007 11:50 AM by John Mauldin

Filed under: Private Equity, Credit, Liquidity, Michael Lewitt, Hedge Funds, Vectors of Credit, Credit Markets, High Yield Bonds

Looking for Contagion in All the Wrong Places

Introduction This Week in Outside the Box we Join Bill Gross of Pimco in his July 2007 Investment Outlook as he strives to address the implications of the Bear Stearns hedge fund debacle, the toxic waste that is Wall Streets' innovative derivative...

Published Mon, Jul 07 2007 1:11 PM by John Mauldin

Filed under: Bill Gross, Credit Crisis, Liquidity Crisis, Hedge Funds, Credit Rating, Subprime, Derivatives

How to Make Big Money: 11 Time-Tested Strategies

Introduction This week's Outside the Box will be one of the longer ones that have been featured, even despite the current length being approximately half of what it originally was. Now that's no cause for alarm, yet rather a measure of how important...

Published Mon, Apr 04 2007 3:29 PM by John Mauldin

Filed under: Energy, Private Equity, Hedge Funds, John Mauldin, Investing Strategies, Ethanol, Real Estate, Gary Shilling, Futures, Health Care, Banks

Blog Subscription Form

Syndication

Recent Posts

Tags

Archives

How To Fix It

Quant Funds & The August Market Turmoil

Vectors of Credit

Looking for Contagion in All the Wrong Places

How to Make Big Money: 11 Time-Tested Strategies