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
Some investors never weary of quietly ridiculing the timid caution of managers who refuse to make inglorious bets when markets are underpricing risk. Sitting in cash is anathema to institutional investors so many credit managers are forced to put money to work in assets with...
Canadian equities were stand-outs among developed stock markets in the second quarter with the S&P/TSX Composite Index gaining 6.4% in total returns (and 12.9% for the first half of the year). Earnings among Canadian publicly-listed companies have shown strong momentum this year, with growth up...
In the theatres of Ancient Greece, when dramatists brought a god on stage, they set him down with a hand-operated crane, expecting to produce the desired effect of awe within the audience. Aristotle criticized the device in Poetics, his c. 335 BC work on dramatic...
Regulatory pressures are reshaping the banking industry, with higher compliance and capital costs pushing banks to reevaluate the markets they serve. Amid the prospect of stricter regulatory oversight, banks are not only increasing capital levels (consistent with Basel III capital requirements) but reducing and sometimes...
The U.S. Federal Reserve’s surprise decision at the last FOMC meeting to delay reduction of its program of quantitative easing (QE) has, at least for now, left room for interest rates to fall or remain at historically low levels. The Fed has repeatedly stressed that...
Credit analysis is a dynamic process that involves quantitative and qualitative factors that are fundamentally concerned about underlying asset value. The ability of a borrower to repay its debt is dependent upon the future market value of its assets. If the assets of the borrower...
