Bubble-talk is breaking out everywhere
But more optimistic investors continue to bank on the cavalry arriving if things get really dicey
But more optimistic investors continue to bank on the cavalry arriving if things get really dicey

When the going gets tough, investors are struggling to find a place to hide

Rather than financial alchemy, such deals involve mispricing, reduced capital buffers and hidden risks

Investors shouldn’t make directional calls but compare pay-offs and risk

Amid global turmoil, markets are focused on the hit to economic fundamentals

Our imagination can shape the way we see the world and then act within it

JPMorgan Chase, Goldman Sachs and Citigroup buoyed by return of dealmaking