Author: Blue Harbinger

Go Long Valeant Bonds?
Economics

Go Long Valeant Bonds?

High yield bonds can be an attractive source of income and capital appreciation. Their prices are often driven more by company-specific idiosyncrasies than by macroeconomic interest rate risks. And depending on your situation, they can be a valuable addition to […]

Amazon Insurance REITs
Economics

Amazon Insurance REITs

Unibail is buying Westfield, and Brookfield is trying to buy GGP. Two things that standout about these retail real estate deals is that some investors are starting to see deep value opportunities in the brick-and-mortar stores that are suffering from […]