Revisiting my VIX trade

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Two weeks ago I posted an article entitled I have just hedged my equities by going long volatility and remarked: “I am of the opinion that the nascent cyclical bull market is looking tired, on top of the fact that stocks over over-loved, overbought and overvalued.” Read on for the update. […]

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El-Erian on the markets

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In this CNBC interview, Mohamed El-Erian, CEO and co-CIO of Pimco, discusses the threat of Greece and Europe and its impact on stock markets. […]

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Prieur’s readings (May 7, 2010)

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This post provides links to some interesting articles I have read over the past few days that you may also enjoy. […]

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Zayo Bumps Affiniti Off of EAGLE-Net
S&P Sees Support Near 2010
Read more on Chun Yuan Steel at Wikinvest
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Face to face with Martin Wolf on the Greek debt crisis

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Charlie Rose sits down with Martin Wolf, chief economics commentator of the “Financial Times”, and discusses the Greek debt crisis and whether it will spread to other countries. […]

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Declining bank loans – write-downs or pay-downs?

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“The upshot of all this is that the record decline in commercial bank loans/leases that the U.S. experienced in 2009 was dominated by pay-downs of loans rather than write-offs. The continued contraction in commercial bank loan/lease balances is cause for caution with regard to the near-term growth in economic activity,” said Paul Kasriel in this guest post. […]

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The Market Is Not Overvalued
Bladerunner Comes to Earnings Calls
Read more on Write down at Wikinvest
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Is this what the EU map now looks like?

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Goodnes! I have to declare my interests: I own a number of properties in the middle of this (but they are fortunately all mortgaged!). […]

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