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"Forget the World Cup, the macro-economic catastrophe cup has more well-matched contenders"
1 year ago
Government bonds are rallying in some quarters, but the odds are on more stress feeding into credit -
Real estate is about to get real bad: Welshcake
1 year ago
The extent of disconnect between real estate and what other markets have been experiencing is enough to convince me a whole other layer of economic mayhem is on the way. But investors in credit, for all their current pain, could still end up shining if they are prepared -
"Faltering oil supply is lamentable at a time of strategic and moral shortfall"
2 years ago
We need to accept the pain and cut dependence on Russian oil today -
From one nation of yellow flowers to another: we are with you
2 years ago
It is Saint David's Day, the biggest day in the Welsh calendar. Today it is not a celebration but a call to action -
"Credit investors should interpret 100,000 Russian troops on the Ukrainian border as worth pricing in"
2 years ago
Welshcake tells credit portfolio managers to under-promise and over-deliver in 2022 -
"China can act how it wants and when it wants in curbing the ambitions of tech firms… but sell offs tend to be opportunities for new buyer
2 years ago
China's latest moves to rein in private enterprise with new rules for education providers have certainly intensified the regulation risk landscape - but Welshcake asks whether this forthrightness could be instructive -
"In the afternoon I awoke from a pile of willow leaves to discover we had created a Welsh ether-based token"
2 years ago
A localised crypto-currency boom and bust cycle teaches Welshcake (again) that everything becomes correlated in a downturn
7 results found Showing page 1 of 1
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