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Archive
2012
March 2012 - Welcome to a state of delusion (791KB)
February 2012 - Bond markets - the next bubble? (1.2MB)
January 2012 - A Giant victory (638KB)
2011
December 2011 - Naughty or nice? (1 MB)
November 2011 - Sometimes the truth is so unnecessary (785 KB) October 2011 - Financial Botox for Europe (575 KB)
September 2011 - Greeced lightning (684 KB)
August 2011 - Who will rescue the rescuers? (535 KB)
July 2011 - Give me liberty or give me debt (556 KB)
June 2011 - Managing duration (792 KB)
May 2011 - The Hangover Part 3 (468 KB)
April 2011 - You can't eat an iPad (430 KB)
March 2011 - Is there a train wreck coming? (404 KB)
February 2011 - I'm on a drug; it's called 'Quantitative Easing' (264 KB)
January 2011 - Sovereign bonds melting faster than the snow (264 KB)
2010
December 2010 - Bonds are beautiful (363 KB)
November 2010 - The nightmare before Christmas (613 KB)
October 2010 - The US elections are over, so who won? (481 KB)
September 2010 - Will QE2 sail again? (437 KB)
August 2010 - A Crisis of Confidence or Confidentially a Crisis? (1,082 KB)
July 2010 - Keep the dream alive. Hit the snooze button (280 KB)
June 2010 - Double dip or double up? (330 KB)
May 2010 - Risk on – Risk off (897 KB)
April 2010 - Throw BRICs at the stinking PIIGS (727 KB)
March 2010 - Aftershocks (252 KB)
February 2010 - It’s all about absolute return (596 KB)
January 2010 - It's Greek to me (872 KB)
2009
December 2009 - Recycling the crisis (513 KB)
November 2009 - Bring back the vigilantes (683 KB)
October 2009 - Racing for the exit (442 KB)
September 2009 - An Aussie Bias (197 KB)
August 2009 - A bumpy road ahead as Central Banks prepare to exit (729 KB)
July 2009 - Don't play chicken with the bond market (730 KB)
June 2009 - Markets - are stuck in the parking lot of risk (342 KB)
May 2009 - The race goes on - same horse, different jockey (272 KB)
April 2009 - Green Shoots and California Red Woods (383 KB)
March 2009 - The future is here - dynamic beta and portable alpha (323 KB)
February 2009 - Opportunities in the eye of the storm (174 KB)
January 2009 - Will core bond managers cause a second round of pain? (514 KB)
2008
December 2008 - Don't look to get rich in 2009, just stop getting poorer (175 KB)
November 2008 - Central bankers take your mark - get set - GO! (172 KB)
October 2008 - Just the facts please (243 KB)
September 2008 - Crash of 2008 (261 KB)
August 2008 - A world awash with bubbles! (252 KB)
July 2008 - On the brink of the recession we HAD to have! (180 KB)
June 2008 - The market always needs a blessing or two (211 KB)
May 2008 - Celebrate a 'paper anniversary' (182 KB)
April 2008 - Spring is in the air (170 KB)
March 2008 - Bailouts R US(A) (103 KB)
February 2008 - Back to the 70s (103 KB)
January 2008 - New Year hangover - a painful recovery! (102 KB)