The Nastiest Man in Restructuring | Middle Market Musings Podcast
Andy Greenberg and Charlie Gifford, in the Middle Market Musings podcast interview Peter Kaufman known to some as the nastiest man in distressed debt restructuring.
Read MoreCost of Capital. The Past, Present and Future? | Part 2
Part 2 in our Cost of Capital series examines the implications of rising inflation on the cost of capital, including an historic look at equity performance in the 1960s and 1970s. This was a period when high inflation increased the cost of capital and equity returns languished despite improving corporate profitability.
Read MoreCost of Capital. The Past, Present and Future? | Part 1
In the first in a series on the cost of capital, Gordian employees discuss the impact US monetary and fiscal policy has had on interest rates and asset prices. We then lay the ground work for how these actions may affect future (i) government policies, (ii) asset valuations and (iii) investment decisions.
Read MoreGordian Perspectives for March 2021
In the aftermath of the Presidential Election, we wrote a piece discussing some of the economic challenges facing the Biden Administration, and how Biden’s actions may stir inflation and create sets of corporate winners and losers. Now that the Biden team has started to implement its agenda, we thought it would be interesting to revisit these issues.
Read MoreGordian Perspectives for February 2021
In the aftermath of the Great Recession, governments have actively depressed bond yields and inflated bond prices. Unfortunately, most market manipulations ultimately meet a messy end. If and when this particular manipulation goes the way of all flesh, yields will rise and bond investors will lose money. Bonds would stop being effective investment instruments, and become “Certificates of Confiscation”.
Read MoreDiscussion: Opportunity Zone Fund Investments. Are They Right for Family Offices?
What is an Opportunity Zone and what are the investment opportunities and the potential tax advantages to investors and family offices?
Read MoreModern Monetary Theorists. The Ghosts of Inflation Past?
Unlike Scrooge’s deceased business partner, Marley, we don’t believe that inflation has met the same fate. It is subdued, but lives. Despite the contentions of Modern Monetary Theorists (MMT), we disagree that the US can continue printing money without consequences.
Read MoreBiden’s Heavy Load
In the aftermath of the November elections, we thought it worthwhile to revisit the economic and market risks Biden is facing. Plus, The pandemic is far from over, but COVID’s shattering effects on consumer behavior will be with us for a very long time to come.
Read MorePrognosis for Distressed Healthcare Companies
Expert analysis on best practices for distressed healthcare companies to streamline operations & for buyers looking to acquire them.
Read MoreGordian Perspectives for June 2020
Stock market and economy disconnect? The consumer is defining reality. Plus, Apocalypse Soon, Part II. Can central banks continue to “manage” inflation?
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