Monthly Archives: February 2014
A Look So Far…Caution Remains
In early January, we put out our outlook for 2014 (see our piece “Of Elephants and Rates”). So far, things are turning out about as we expected. Looking at a few of our specific takes: Interest Rates: We had expected …
Cracks in the Shale Oil Story
It’s not as easy as sticking a straw in the ground… Are cracks starting to appear in the illusion that is the shale oil “revolution”? It seems that one such crack may have appeared yesterday as Forest Oil Corporation (FST) …
Peritus in the News
Peritus was mentioned in the article “2 Bond Funds Investors Should Consider” by Ben Kramer-Miller, February 27, 2014.
Upcoming TV Appearance
Tim Gramatovich, Chief Investment Officer of Peritus Asset Management, will be a guest on FOX Business Network on Friday, February 28, 2014 at 1pm ET. Be sure to tune in and hear Tim’s take on markets.
Peritus in the News
Peritus was mentioned in the ETF Trends story, “Tom Lydon on FOX Business: Why Investors Are Turning to Bond ETFs,” February 25, 2014.
Lessons from TXU
The chatter has started again about a looming bankruptcy for Energy Future Holdings (the former TXU), as headlines have emerged that the company is seeking a $4 billion loan to fund them through the bankruptcy process. We saw this day …
Peritus in the News
Peritus was mentioned in the article “Bond ETFs: The New Black” by ETF Trends, on February 25, 2014 and “Credit ETFs See Stout Inflows” by Tom Lydon of ETF Trends, on February 24, 2014.
Upcoming TV Appearance
Tim Gramatovich, Chief Investment Officer of Peritus Asset Management, will be a guest on FOX Business Network on Friday, February 28, 2014 during the 1pm ET hour.
Peritus in the News
Tim Gramatovich, Peritus’ Chief Investment Officer, was quoted in the article “KKR’s Record TXU Buyout Risks Chaos on Path to Bankruptcy” by Richard Bravo of Bloomberg.
Sovereign Debt Markets: Are Investors Being Compensated for Risk?
Yesterday I was reading an article about Portugal issuing bonds this week and this issuance was seen as a big step forward in terms of the country potentially emerging from their bailout over the coming months. Great for Portugal…but then …
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