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Olduvai III: Catacylsm
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Defaults in European Retailers and US Energy on the rise

Defaults in European Retailers and US Energy on the rise 2019 has been a pleasant ride so far for high yield investors. Over the past 9 months the global high yield market has delivered a total return of 10.9% and an excess return of 6.4%, in part thanks to the U-turn of major central banks. […]

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The U.S. Energy Industry Can’t Afford A Trade War

The U.S. Energy Industry Can’t Afford A Trade War As the U.S.-China trade spat turns into a full-blown war with tariffs and retaliatory tariffs and threats of further tariffs, U.S. energy exports to China may suffer if Beijing follows through with its threat to slap tariffs on U.S. oil and oil product imports. China has, […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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