Author Archives: Nigel Trimmer

Convertible Arbitrage Comeback Hides Old Fragilities

Pray for the US Treasury market

Liquidity Grows, Dynamism Shrinks: The Hidden Fragility

Green pledges collide with securities law in Canada

Why bitcoin treasury companies are a fool’s paradise

Congress Punches Holes in Argentina’s Austerity

Bonds Are Whispering What Stocks Refuse to Hear

When Debt Sets the Rates, Not Central Banks

When gold crushes everything, check the foundations

Meme stocks, thin floats, and the liquidity illusion

Private equity in 401k plans is a liquidity trap

London PE discounts flag hidden 401k fragility

Private Equity’s New Alchemy Is Testing Investor Nerves

Power Producers Need to Sign Big AI Deals to Justify Soaring Share Prices

Market Volatility Will Continue: Ionic’s Pathak