This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Thursday, January 9, 2014
Tortus Capital out with a 64 page slide deck on shorting Portuguese Bonds
Tortus Capital is out today with a long argument on why you should be wary of Portuguese Bonds. They make the argument that the status quo is not sustainable and that exports can't save them. Enjoy: