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- CDS Market: Don't Believe What You See
- Alex Trias submits: The cost of credit default insurance on US Treasuries surged to 42.5 basis points Friday. For perspective, the cost was at 1.6 basis points in July of 2007. If you believed that the CDS market was correctly pricing the risk of the United States government’s creditworthiness, you...
- External links 2008-11-23
- The Question of Value Is Relative: SPY as an Example
- Alex Trias submits: Whether something is cheap or expensive depends entirely on the financial situation of the person asking. A $40,000 sports car is expensive to a family that brings in the average median income each year. For someone with a nine figure net worth, $40,000 may be a somewhat...
- External links 2008-12-04
- Rethinking Diversification
- Alex Trias submits: I’m a big fan of diversification, taken to the highest extreme I can garner and at the lowest price I can find. Accordingly, a big chunk of my portfolio consists of fairly dull exchange traded funds that track the Vanguard Total Stock Market Index VTI, or the...
- External links 2008-12-14
- The New Normal
- Alex Trias submits: I sometimes hear people at rating agencies talking about when credit conditions “get back to normal”. Do any of us really know what “normal” means, though? The issue here is that investor incentives are simply not what they used to be. For example, in the...
- External links 2009-03-15
- Remind Me Again, What's a Bubble?
- Alex Trias submits: Hey, we've all heard this for over a year now. Basically, the last decade was this debt-fueled rave party redux of the roaring twenties. There was so much credit available to anyone with a pulse that businesses and individuals went on a wild spending spree, leveraged...
- External links 2009-05-29
- Credit Default Swaps: Why I've Changed Sides
- Alex Trias submits: Time for a little honest disclaimer. So, I've been pounding away at the credit default swap market for some time, saying all sorts of nasty things about it - many of which have come to pass. I'm switching camps now. And putting my money where my...
- External links 2009-06-02
- Why Thinking Like an 'Evil Genie' Doesn't Work in Currency Markets
- Alex Trias submits: Well, it certainly doesn’t look all that good. That’s right, you know what I am talking about because this is the ten millionth article you’ve seen on this topic. The United States dollar. For all sorts of reasons it appears poised to, once again, drop off a...
- External links 2009-06-03
- Markets Are at a Crossroads
- Alex Trias submits: The financials seem to have been rather dull of late. Stories regarding TARP paybacks have produced nothing more than a yawn in the stock market. Since the start of May, the Financials Select Sector SPDR XLF has been stuck on the range, wobbling somewhere between...
- External links 2009-06-10
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