According to a publication of Prof. Richard Roll in the Financial Analyst Journal, most explanations of the 2007–08 financial crisis are inconsistent with elementary principles of finance. The article explains the inconsistencies and suggests an alternative diagnosis that is fully compatible with rationality.
According to Franck Nicolas, Head of Global Asset Allocation & ALM at Natixis AM, all the effects of this catastrophe are, at present,
difficult to quantify but do not necessarily compromise global growth
The changes in our regulatory framework (BASEL 3) and the widespread use of inappropriate IFRS rules will not solve the imbalances of the international financial and economic system
Bill Gross, Nassim Taleb and Jim O'Neill believe T-notes could post losses comparable or even worse than those seen in 1994 due to the FED policy...
Last year's key call was to spot the indebtedness of peripheral European governments and go underweight quickly. Those who did prospered all year, but in January of this year they got a nasty shock as peripheral spreads came rattling in and peripheral financials bounced...