Tito's Blog

Random thoughts on entrepreneurship,
venture capital, private equity,
world finance and global economy

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Jan
5th
Thu
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Euro Government Bonds Monthly Redemption Calendar 2012

Now you can scare your friends at dinner hinting at the hundreds of billion euros of government debt coming due every month in Europe in 2012. Happy new year!

Source: Goldman Sachs via ZeroHedge.

Tags: government debt   euro   europe   finance   italy   germany   france   spain   greece   portugal   ireland  
14 notes   Comments (View)
Dec
13th
Tue
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Tags: finance   greece   bank run  
3 notes   Comments (View)
Dec
12th
Mon
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Tags: finance  
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Nov
23rd
Wed
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Concavity and convexity vs investment returns

After reading this GMO paper, I realized that I didn’t fully understand implications on investment returns of payoff convexity and concavity.

Tags: finance   gmo   concavity   convexity   hedge funds  
7 notes   Comments (View)
Nov
20th
Sun
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Calls for a fairer system will not go away. If anything, they will spread and grow louder. The West has no choice but to strike a better balance - between capital and labour, between current and future generations, and between the financial sector and the real economy.
— Mohamed El-Erian (CEO of PIMCO) The anatomy of global economic uncertainty
Tags: economics   finance   pimco  
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Nov
5th
Sat
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I discovered James Altucher only today, great character! (via Seven Reasons Not to Buy a Home - DailyFinance)

Tags: finance   real estate  
1 note   Comments (View)
Nov
1st
Tue
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MF Global Dies of Italian Bond Indigestion

Now we know that the sucker buying up Italian bonds was MF Global.

Italy can offer much tastier and healthier things to eat up rather than its government debt.

Tags: italy   mf global   finance   bankruptcy  
21 notes   Comments (View)
Oct
27th
Thu
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USDJPY long-short ratio at 88% ?!

USDJPY long-short ratio at 88% ?!

Tags: finance   currency rate   USD   JPY   EUR  
22 notes   Comments (View)
Oct
21st
Fri
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US Student Loans Pass $1 Trillion Mark

Total government-guaranteed student loans outstanding grew past $1 trillion.

It’s really hard to pick which credit bubble will pop next among student loans, municipal bonds and prime mortgages.

Tags: finance   economics   debt  
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Oct
16th
Sun
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As of September 16, 2011, the melt value of a U.S. nickel [the 5-cent US coin] is $0.0600409, which is 20% higher than the face value.
Tags: finance   inflation  
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