From: [email protected] To: Undisclosed recipients:;; Subject: J.P. Morgan Eye on the Market 2/27/2012: Dire Straits Sent: 2/27/2012 5:50:08 PM Attachments: 02-27-2012 - EOTM - Dire Straits.pdf Eye on the Market, February 27, 2012 [the attached PDF is much easier to read this...
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From: Sent: To: Subject: Attachments: Lawrence Krauss 2/27/2018 12:09:48 AM jeffrey E. [[email protected]] Re: sorry image002.png Importance: High They claimed they had 1500 hits for their announcement about me and buzzfeed, which doesn't seem like a lot, but they thought so,...
Morgan Stanley | RESEARCH NORTH AMERICA INSIGHT ~~ Deconstructing Our Implied Carry Valuation: What Is the Market Paying? We deconstruct the various pieces of a SOTP for the alts in order to determine our best guess on how much the market is valuing future performance fees. We...
The combination of these factors suggest Japanese equities have further to run. We also see the position as being complementary to our EM position since whereas a stronger USD is a drag on EM performance, it is beneficial for the NKY position. Chart 31: Japan equities have outpe...
COWEN COLLABORATIVE INSIGHTS February 25, 2019 Maine 2 Despite being one of 10 states to legalize marijuana for recreational use, health officials in Maine recently ordered businesses in the state to remove CBD-infused edibles from store shelves according to an article in the...
Morgan Stanley | RESEARCH Executive Summary Will the Alts simplify their structure and convert to C-corporations from partnerships? What would this mean for valuations? We think the Tax Cuts and Jobs Act could accelerate cost-benefit analyses and decision- making by management...
I said earlier that | wanted to lay the Seventh Sense onto the problems of war and peace and grand strategy - and while the insights our new instinct reveals are life- giving for business and eye-opening for culture, it’s to the devious and unavoidable problem of global order I w...
Morgan Stanley | RESEARCH Upside Scenario Starting with the framework laid out above, we make several key adjustments in our upside scenario to illustrate where we think mul- tiples go and where the stocks can trade over the near term if the alts convert. Our upside scenario im...
Last year witnessed a growing repudiation of this status quo, evident in the surprise outcome of the UK and Italian referenda, as well as US presidential election. As we begin 2017, these winds of change are gaining force. Central banks are acknowledging the often counterproducti...
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From: Ens, Amanda Sent: 11/15/2016 2:44:06 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: SPX put contingent on higher rates Attachments: image001.jpg; image002.jpg; image003.jpg; image005.png Importance: High Navigating post-Trump volatility • We are recording...
…nder license. MSCI Indices. The MSCI indices are he exclusive property of MSCI Inc. *MSCI"}. MSCI and the MSCI index names are service mark(s} of MSCI or its affiliates and are licensed for use for certain purposes by The Goldman Sachs Group, Inc. Barclays Capital Indices. © 2...
52 | HOW AMERICA LOST ITS SECRETS of the twenty-first century, the U.S. Naval Research Laboratory and the Defense Advanced Research Projects Agency developed it to allow American intelligence operatives to cloak their movements on the Internet. They could anonymously manipulate...
…hile retaining upside to 18 (stock’s ~15yr high is 18.05). Extending our EU equity Ste iene vs credit theme to single names, we find Enel 3m bullish risk reversals screen attractive Michael Youngworth as Enel’s projected 12m div yield is high versus Enel CDS (suggesting value i...
123 Chinese defense universities explicitly tasked with acquiring foreign technology; others are not and targeted for access to research they have pursued by their own passion and intellect. Indeed, some nontraditional collectors may even be unwitting in their support. Collecto...