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Third Eye Capital. Through many years of operationally-intensive experience within different industries, asset-types, and company settings, Third Eye...

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Thirdeyecapital.com news digest

  • 4 years

    Managing the Impact of COVID-19

    Dear Investor,
    We want to share with you how we are managing the impact of COVID-19 on our investments and the threats and opportunities we believe lie ahead. We have always built our portfolios to withstand recessionary conditions and weather through volatile storms...

  • 4 years

    What Goes Up (Q4-19)

    Global asset prices surged in 2019 after the dramatic “stealth QE” operations conducted by the U.S. Federal Reserve in the wholesale funding market (commonly known as the repo market). Since our Q3-2019 Investor Report, the Fed’s balance sheet has expanded...

  • 4 years

    Go with the Flow (Q2-19)

    Economists tend to dismiss the role of credit in the economic cycle because of the lack of correlation between GDP growth and growth in the total amount of outstanding credit of the non-financial sector. In October 2009, the IMF forecast that credit...

  • 5 years

    Noisy Signals (Q1-19)

    The latest credit outlook survey of the International Association of Credit Portfolio Managers (“IACPM”), a global membership of more than 100 banks, insurance companies and asset managers, indicates that recession fears have eased. The IACPM’s index...

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Updated: November 13, 2020
Expires: January 12, 2026
Created: January 12, 2005

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