Third Eye Capital
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Toronto, Ontario, M5J 2T3

Third Eye Capital > Articles by: okeefe

CEO Insights

TORONTO, August 02, 2023--(BUSINESS WIRE) Third Eye Capital ("TEC" or the "Company"), Canada’s leading provider of asset-based financing solutions to companies that are underserved or overlooked by traditional sources of capital, is pleased to announce the successful exit of its debt and equity holdings in Cricket...

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The present economic cycle distinguishes itself from previous credit crises due to the influence of unforeseeable elements that are driving inflationary pressures. Consequently, lenders find themselves navigating an extended period of ambiguity. Instead of encountering a swift surge of defaults, we anticipate a turbulent environment...

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The current macroeconomic environment has undergone a significant transformation, shifting from a prolonged period of historically low interest rates and robust growth to a new phase characterized by rapid interest rate hikes, sustained inflation, geopolitical tensions, supply chain disruptions, and volatile energy prices. These complex...

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The U.S. Federal Reserve (“Fed”) is belatedly correcting its mistaken narrative of transitory inflation. Despite their antipathy to inflation and the powerful tools available to wield against it, central bankers around the world missed the runaway inflation they helped create. We have been here before....

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“Zombie companies”, a term we first coined at an investment conference in Toronto in October 2008, are companies unable to cover debt servicing costs from earnings and have assets with realizable values less than their debts outstanding but remain in the market rather than exiting...

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The sharp rise in interest rates since the start of the year has meant that all holders of fixed-rate securities, including banks, have had to write down these assets in their portfolios. The large magnitude of the write downs by banks has been exacerbated by...

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Inflation is hitting peaks across the globe not witnessed in decades. The reasons for this are now well publicized: governments ran enormous deficits during the pandemic and wrote cheques to individuals and companies, which in turn fueled demand for goods and services; the monetary base...

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Fighting in Ukraine is ongoing and increasing the chances that Europe will ratchet up energy-related sanctions and likely sustain higher oil prices. Russia is the world’s third largest oil producer and the second largest crude oil exporter. Russia stopped reporting production data after official sanctions...

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Investor excitement for innovation companies is justified by recent technological advances and the widespread adoption of trends in ecommerce, cloud computing, web 3.0, and AI. ARK Investment Management (ARK), which claims to focus solely on offering investment solutions to capture disruptive innovation in public...

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