November 21, 2011 Topic: The quixotic search for energy solutions Another Don Quixote Thanksgiving. Every year at Thanksgiving 1 , we look in-depth at an issue that affects markets and portfolios. Last year, we examined the unraveling situation in Europe. Unfortunately, most con...
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…in things. One, I put the boxes in m office while the were there. I told them to pfi_c_ally_12.2)*Lat a couple of sheet manifest that was in the file that Russ had shown me. And I told them that it would be a breach of attorney/..clihiLt IT,-..i2.se_19rJ1rElq_I2,2,,Lat the file,...
…c slope on which we are now moving. “It is one thing to struggle heroically to get out of danger,” Liu wrote in another manifesto. “But it’s better to see the danger before it even begins to sprout.” 56 Six paradoxes trace the immensity of the gaps we now face. 5. First: We find...
… (New York, San Francisco). Even here, the panelists agreed that the issues at the high end segment were more likely to manifest themselves in the form of decelerating growth in rents (and increased incentives by landlords) as opposed to serious credit issues. Investors echoed th...
Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Equity | 03 January 2017 Corrected Top 10 US Ideas – 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the...
…n confronting a candidate in the Turing Test is not to search for such items but to create them anew. AI in its current manifestations is parasitic on human intelligence. It quite indiscriminately gorges on whatever has been produced by human creators and extracts the patterns to...
Eye on the Market | November 21, 2011 J.P Morgan Topic: The quixotic search for energy solutions Today’s US energy reality: electricity generation Before exploring why some of these ideas did not pan out, let’s look at where the US is right now in electricity generation. The t...
Eye on the Market | November 21, 2011 J.P Morgan Topic: The quixotic search for energy solutions Another Don Quixote Thanksgiving. Every year at Thanksgiving’, we look in-depth at an issue that affects markets and portfolios. Last year, we examined the unraveling situation in E...
…e Internet. I don’t worry about being harmed. If you don’t allow the idea of vulnerability into your reality, it cannot manifest. If it’s not your reality, you cannot project it. It never occurs to me that these guys can do anything to me. “Those that were doing this [work] in fe...
CIO WM Global Investment Office CIO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended November 2012 Published 25 October 2012 This report has been prepared by UBS AG. Please see important disclaimers and disc...
Tax reform screens Lower US corporate tax rate: potential beneficiaries Below we provide a screen of domestically-oriented S&P 500 companies (<10% foreign sales exposure} with a high (>35%) median 5-year effective tax rate which could potentially benefit most from a lower US co...
Energy Donald Trump is widely expected to significantly depart from the priorities of the Obama Administration by favoring development of additional conventional energy resources and attempting to put the brakes on new environmental initiatives. The GOP majorities in the House a...
Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day First, a few updates: e It looks like sub-2.5% global GDP growth is showing up in the weak outlook provided by some bell-weather cycl...
…l to government policies that restrict NGO work, the Venezuelan Supreme Court spoke of foreign assistance as “a typical manifestation of the interventionist policies of a foreign power to influence the internal affairs of the Venezuelan state.” 17 China piles on In early 2016, jo...
Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day Bottom line: China has a long history of economic, political and military co-operation with Iran. China has greater economic linkages...