Los rescates europeos cada vez se parecen más a esos esquemas de préstamos-nómina.
Peter Tchir
Peter Tchir figura como uno de los analistas financieros más reputados de Estados Unidos. Fundador de TF Market Advisors en Nueva York, su larga experiencia en el mercado de bonos corporativos, productos estructurados, así como en los mercados de derivados de instrumentos de crédito, ofrecen una visión única sobre las estrategias de comercio de valores en la actualidad. Tchir es invitado con frecuencia a exponer su análisis en Bloomberg TV y sus artículos son publicados en el Wall Street Journal, Zero Hedge y Seeking Alpha entre otros. Truman Factor publica artículos selectos de Peter Tchir en inglés y en español.
Rally Is Starting to Run Out of Steam
Spain ‘Most Undervalued’ Stock Market, Tchir Says (Video)
The “Platinum Coin” and the Debt Ceiling
Being reserve currency resides as much in trust as in any other factor, and taking this step, of minting coins to pay debt and avoiding the political process, will just further encourage other countries to move away from the dollar and dollar based assets.
Choking on Debt
Everywhere you look, countries have too much debt and are struggling with it.
Ahogados en deuda
Veremos más deuda. Nos hablarán de un futuro responsable, pero gastarán más.
Cuchillos al vuelo
Europa ha estado jugando peligrosamente a atrapar cuchillos al vuelo.
Peter Tchir On Markets and Politics
Peter Tchir’s latest appearances on Bloomberg Television’s “Taking Stock” and on RT’s “CrossTalking”
Huey, Dewey, and QE
Can the market go down while the Fed is engaged in QE?
La zanahoria y la zanahoria
No me considero un masoquista, sólo que creo en la meritocracia y en que el fracaso es una parte necesaria del éxito.
Now What?
The catalyst for any retracement is likely QE off the table in the U.S., political rhetoric, or Rajoy screwing things up in Europe.
I think you can consider Spain shut out of the debt markets
I wouldn’t trust anything now until they have a program in place with the ECB.
All Hands on Deck or Abandon Ship for the EU
It’s time For Europe to stop screwing around.
The Spanish Bank Bailout – What to watch for
The best hope for stabilizing the banking system is an equity capital infusion that is essentially converting German and French borrowing power into equity investments, followed up by more cheap lending to the banks by the ECB.
Spanish Bank Bailout Analysis – According to EFSF FAQ
Our thoughts on the FAQ and what it means – decently positive.
Spain: Nothing and Everything. Details Examined.
The temptation to fade this Spain deal is high (and higher after Rajoy claimed victory and jetted off to the football match).
Why a Grexit Would Make Lehman Look Like Childs Play
The more they look at the situation, the more I am convinced they will see not only how potentially awful the situation becomes, but that the cost to avoiding it right now are relatively small, and with proper preparation a Grexit can be managed down the road.
Spanish Bonds – Austerity, Spending, and Reality
Debt restructuring is the only way to get the debt under control and allow the policies of spending and austerity to work over time.
What Is Regulatory Capital?
Maybe it is also time to step back and think about what capital is supposed to do, and with that as a guideline, think of rules that make sense.
Germany wants to know if Ace, 2, 3, 4, 5 is a good hand
Germany will have to change their tone or risk being the ones seen responsible for breaking up the Eurozone and causing strife across Europe.
Europa no fue destruida en un día
¿Qué fecha utilizarán los historiadores para señalar el fin del euro?
