Greek citizens will still have to adapt and accept many unpopular changes, but after “screwing” the foreign bankers, they might be that much less reluctant, especially with any signs of growth appearing in the economy.
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.
That is some serious fracking volatility
Natural Gas may well be the story of the year. The volatility has spiked to levels never seen before.
MEDE, FEEF, CP… ¿Funcionará alguno?
Parece ser que el mercado aplaude que Europa haya decidido anticipar la puesta en marcha del Mecanismo Europeo de Estabilidad…
Everything You Wanted to Know About Credit Trading, But Were Afraid to Ask
With so many people looking to moves in credit markets and trying to determine how successful an auction has been, I thought it would make sense to go through some examples of how credit trades.
The Greek PSI is once again (still) hitting the headlines
If they cannot bribe and blackmail and threaten their way into something they call PSI, then we will see Greece stop making payments, and then the markets will get very ugly in a hurry.
Would a Ponzi by any other name smell as bad?
Asides from giving Ponzi a bad name (at least until the ECB just admits that they are printing faster than even Big Ben) this is tying the banks and the countries ever closer.
Italia hace el “Full Monti”
En lugar de convertirse en una nueva fuente de fondos para hacer frente a la deuda italiana (la visión más optimista de las LTRO), ¡han creado más deuda!
WTF is up with LTRO?
In the end, this won’t do much for the sovereign debt market, but will shine a spotlight on which banks should be shorted and will possibly expedite their default.
Print, Rally, Then What?
As the ECB prints and the Euro declines and inflation rises, then what?
¿A dónde va el dinero del rescate griego?
19 céntimos de cada euro del rescate consigue llegar al presupuesto griego. El resto se devuelve a la UE.
