Lee Quaintance & Paul Brodsky

Select articles on economics and financial markets by Lee Quaintance & Paul Brodsky of QB Asset Management Company in New York, a macro-oriented hedge fund. Truman Factor features their articles in English and in Spanish.

Implications of the US Sovereign Debt Downgrade

Implications of the US Sovereign Debt Downgrade

We believe the downgrade of US Treasury obligations is legitimate and, in one very relevant way, insufficient.…

Brace Yourself

Brace Yourself

The bad news for investors pursuing positive real returns is obvious: the first half of 2011 was painful. The good news is that a set of conditions now exist that we think sets the stage for meaningful structural change... and it may occur soon.…

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