February 14, 2024
The Algebris Bullet | The land of doves
Download Looking at the evolution of US rates, one may think the world has changed in just three months. In...
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March 10, 2023
One bad apple doesn’t spoil the bunch
Download On March 10th 2023, Silicon Valley Bank (‘SVB’) was taken over by the FDIC, following a wave of deposit...
Keep readingDecember 14, 2022
The Algebris Bullet | Deflating fears
Download 2022 has been a year of increasing and hightened tensions. Supply bottlenecks, the energy crisis and central bank tightening...
Keep readingOctober 4, 2022
The Algebris Bullet | Back to the Future
Download The dollar is our currency, but it’s your problem. John Connally, US Treasury Secretary, 1971 Until the end of...
Keep readingJuly 25, 2022
The Algebris Bullet | Fight Your Fear
Download When you see light at the end of the tunnel, it’s too late to buy. Sir John Templeton When...
Keep readingJune 7, 2022
The Algebris Bullet | Dip Your Toes
Download The scars of others should teach us caution. St. Jerome The longer the party, the worse the hangover. The old adage...
Keep readingApril 12, 2022
The Algebris Bullet | Wartime Economics
Download It’s a victory when the weapons fall silent and people speak up. Volodymyr Zelensky In history, wars have been...
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March 8, 2022
Time is a Commodity: the impact of sanctions on Fortress Russia
Over the past weeks, the EU and Western allies have ramped up financial and economic sanctions against Russia in response...
Keep readingJanuary 26, 2022
The Silver Bullet | When the Music Stops
Download Tonight, some investors in bitcoin remind me of a ruined gambler who, standing outside the casino at midnight, just...
Keep readingNovember 8, 2021
The Silver Bullet | Pixie Dust
Download “All you need is faith, trust, and a little pixie dust.” – Peter Pan If you are a bond...
Keep readingSeptember 2, 2021
The Silver Bullet | China’s Long-Term Game
Download “This guy wants to tell me we’re living in a community? Don’t make me laugh! I’m livin’ in America,...
Keep readingJuly 2, 2021
The Silver Bullet | Last Dance in Paradise City
“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...
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