April 12, 2017
WEF: Brexit could be the best thing that happened to the European Union
In June 2016, the British public voted to do the unthinkable: leave the European Union. For a while there was...
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March 31, 2017
The Silver Bullet | Introducing the Brexit Walrus
The time has come, the Walrus said, To talk of many things: Of shoes and ships and sealing-wax...
Continua a leggereMarch 23, 2017
The Silver Bullet | Europes Long Way out of QE Infinity
Alice: How long is forever? White Rabbit: Sometimes, just one second. Alice in Wonderland, by L. Carroll
Continua a leggereMarch 8, 2017
The Silver Bullet | Dont Fret about Frexit
Hey now, baby Get into my big black car Hey now, baby Get into my big black car I want...
Continua a leggereFebruary 20, 2017
The Silver Bullet | Greece: More Melodrachma, No Default
Negotiations on Greek debt are once again about to take a tortuous turn. Today, the Eurogroup meets to decide on...
Continua a leggereFebruary 6, 2017
The Silver Bullet | Dont Give up on Europe
Europe is just uninvestable, a fund manager declares, while carving a slice of roast lamb over dinner in Mayfair. With...
Continua a leggereJanuary 1, 2017
The Silver Bullet | When Inflation Dreams Become Nightmares
"We are not in deflation. The macro projections show that inflation will indeed be negative for several months this year...
Continua a leggereDecember 16, 2016
Bocconi University Lecture: Escaping the QE Infinity Trap
Alberto Gallo, Partner and Portfolio Manager at Algebris Investments, presented at the Bocconi University a lecture on "Escaping the QE...
Continua a leggereDecember 14, 2016
The Silver Bullet | The Movie
Always make the audience suffer as much as possible. Alfred Hitchcock
Continua a leggereNovember 15, 2016
The Silver Bullet | Investing in the Time of Populism
Since this summer, we have warned investors of a turning tide in global bond markets, due to less dovish monetary...
Continua a leggereOctober 31, 2016
The Silver Bullet | Trick or Tantrum?
I used to think that if there was reincarnation, I wanted to come back as the president or the pope...
Continua a leggereOctober 12, 2016
The Silver Bullet | The High Price of a Hard Brexit
I want it to give British companies the maximum freedom to trade with and operate within the Single Market ...
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