Featured Case Study
Case Study: The Case for Convertibles
Following strong performance and record issuance of convertible bonds over the last several years, investors are beginning to take notice of the attractive characteristics of this unique asset class.
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Featured Events
RCM Alternatives: Fixed Income with a Twist Hosted by Caddo Capital Management
Join as on Thursday, October 28 at 11:00 am CT/ Noon ET for our Lunch and Learn Series with Darren Kottle of Caddo Capital Management. Darren will discuss the fixed income landscape, and how…
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Latest News
Life Without The Bond Vigilantes
“The Fed’s an inflation creator, not an inflation fighter.” So said Paul Tudor Jones last week in an interview on CNBC. It’s doubtful that charge has been leveled at the Fed in at least half a…
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Chart of the Week: Events Causing Gold ($/Spot) Price Increases
Events Causing Gold ($/Spot) Price Increases
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ReSolve Riffs on Return Stacking with Corey and Rodrigo – “Ask-Me-Anything” #AMA
Traditional portfolios are faced with the prospects of depressed expected returns in the coming years, as implied by current stretched valuations of stocks, and near record low rates and…
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We Identified Stocks We Thought Would Do Well and Bad with Rising Inflation, Here Is How They Are Doing So Far.
As many of us might know, inflation has been on the rise. According to the Bureau of Labor Statistics, the annual inflation as of September 2021 is 5.4 percent. In our previous blog…
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Investors Starting To Realize “Stagflation” Is A Problem.
Investors are slowly waking up to the realization that "stagflation" is a problem. For years, the term "stagflation" has been thrown around and dismissed like a sighting of "Bigfoot." However,…
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Was Our Stagflation Forecast Correct? One-Year Update
Hindsight is 20/20 and the future is always to a degree uncertain. The same is true when looking at the macro environment whether you are an economist, investor, etc. The current macro…
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Why The Energy Crisis Will Force More Realism
The two front covers from The Economist, thirteen months apart, represent an overdue liberal education.
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The Nuclear Option
For most of the year, uranium prices have trudged along unremarkably. Then, in August, uranium prices went "to the moon". In the span of a month, the uranium spot price surged 70 percent.…
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More Energy Discussions In The Palmetto State
Covid introduced us to first-time meetings over Zoom. Last week I had the pleasure of meeting Jack Jeffords and Adam Bloomberg, from Mount Pleasant, SC, in person after having first met them…
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The 5000-Year View Of Rates & The Economic Consequences
The fact we have the lowest interest rates in 5000-years is indicative of the economic challenges we face. Such was a note brought to my attention by my colleague Jeffrey Marcus of TPA Analytics
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ReSolve Riffs with Investing Legend Roy Niederhoffer about Pushing the Boundaries of Quant
We had a very special guest this week – Roy Niederhoffer, founder and president of R. G. Niederhoffer Capital Management, a NY-based quantitative investment firm.
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