Third Eye Capital
Tel: (416) 601-2270
Fax: (416) 981-3393
Email Third Eye Capital
Brookfield Place
Bay Wellington Tower
181 Bay Street, Suite 2830
Toronto, Ontario, M5J 2T3
The biggest surprise in 2018 that caught nearly every energy investor and trader off-guard was the steep 30% decline in oil prices at the beginning of the fourth quarter. Not surprisingly, this large pullback has resulted in a surge of bearish calls for a collapse...
September 2018 marked the tenth anniversary of the collapse of Lehman Brothers, when the last credit cycle came to an abrupt and violent end. The rebound in credit markets has been spectacular and gave birth to a new asset class, private debt, that continues to...
The smart money, according to S&P Global, is gearing up for a downturn. The longest credit cycle since 1985 is in extra time and there are many signals, outside of the internal credit market fundamentals that we have revealed in previous letters, which justify high...
“We are having a party at Apollo these days”, Jim Zelter, co-President. Apollo Global Management at 2018 Milken Institute Global Conference. Similar to the end of the 1990s expansion, investors today are juxtaposing a strong global economy with a nearly 10-year-old bull market in risk assets...
