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Clear Harbor's CEO Aaron Kennon on Bloomberg Radio Clear Harbor CEO Aaron Kennon appeared on Bloomberg Radio's "Taking Stock" on March 11, 2013 to discuss his recent trip to a Canadian mining conference as well as his decision to allocate capital to Japan in late 2012.
Clear Harbor Flash – Rally in Sovereigns Signals More of the Same from the Fed The Clear Harbor team spent some time at yesterday’s weekly macro meeting discussing the somewhat dramatic rally in longer-dated U.S. Treasury yields since mid-March. Ten-year Treasury yields have fallen from approximately 2.05% to today’s level of 1.67%. Sovereign debt yields have also fallen in the Eurozone periphery, with 10-year yields in Italy, Spain, and Portugal declining by 75bp, 63bp, and 21bp respectively. From Sweden to New Zealand, other sovereign yields have fallen significantly as well.
Quarterly Market Update Warren Buffet once warned that those investors who wait for the robins will miss the spring. That has certainly been the case so far in 2013: with less than a single week of the new season under our belts, we already find the major averages at new all-time records.