Zero to 24 hours
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up ...
Know what you don't know
As an avid basketball fan I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.
Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue. Recently, we have noticed many signals that leave us concerned that we could be headed towards...
Beware the camel in the tent
Our Director of Research, Vijay Viswanathan, was six years old when his grandfather visited him from India. A loud and animated man whose hands waved when he spoke, Thatha (“grandfather” in Tamil) was a prodigious storyteller.
A world without OPEC
When my siblings and I were young, my parents often took us on long road trips throughout Canada. Five kids would pile into a beat-up blue van and we’d hit the road, making a quick stop at the closest gas...
5 great lessons from distressed debt guys
My colleague James spent time with some distressed debt investors last week. Now, as a bond investor, James is already less positive and more cynical than the stereotypical equity manager.