◀ The Principal Blog

Posts from the ‘Institutional Investors’ category

Oil Price Apocalypse? Not so much a Calamity

Roll back the clock five years ago with huge fires in Alberta, Canada, militant attacks in Nigeria, export stoppages in Libya, social unrest in Venezuela, and oil-worker strikes in Kuwait, and this all would certainly presage a sharp spike in gas prices at the pump for U.S. consumers. Indeed, the…

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Overcoming the Herd Mentality of CMBS/Fixed Income Investing

After recently chasing after collateralized mortgage-backed securities (CMBS) bonds out for the bid and continually failing to win them over a period of several days, I was lamenting to my wife who made the following observation: “So, let me get this straight, you get frustrated when things…

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