…ated derivatives instruments are considered unsuitable for many investors. Investors considering such strategies are encouraged to become familiar with the "Characteristics and Risks of Standardized Options" (an OCC authored white paper on options risks). U.S. investors should co...
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were underweight at the start of the year too and missed the lows. We recognized we were wrong and closed our underweight and while it took us a while but we eventually managed to go overweight in September. The lesson of that is that themes are great, but when the facts change s...
ae — a return to positive EPS growth in 201 7% EPS growth in 2017 as global growth improves and Resources EPS recovers We think the earnings backdrop will be supportive in 2017 with a return to positive EPS growth in Europe for the first time since 2014 and with downside to cons...
…tand few days ago with His Highness Sheikh Khalifa at the “Union House” under the UAE flag, and in the same place where our ancestors stood the day of the UAE announcement? Would you be able to appraise our feelings at that moment? These are moments that you cannot ponder easily....
…le soldier to fire wire-guided missiles. Their range was nearly a mile-and-a-half, which was more than the main guns on our tanks. Yet no one appeared to have addressed the question of what would happen if the Egyptians used Saggers on an even greater scale in a future war. I re...
…[email protected] Key takeaways • We provide an empirical analysis of Donald Trump's potential effects on the Mexican peso • Our analysis suggests the exchange rate is perhaps as much as 15% undervalued • We remain neutral for now given US election risks are likely to remain high in t...
… incremental benefit to many of the global companies who already enjoy optimized tax rates (22% average tax rate across our coverage), but many companies will have more incentive to bring back Intl profits for buybacks with lower US tax rates. Catalysts: 4Q’16 Earnings (early Fe...
…BARAK / 46 viewed Hafez al-Assad as a natural partner for peace. For years, he’d been a constant, sneering presence on our northern border, denouncing not only Sadat but any Arab leader who’d shown willingness to engage or negotiate with Israel. Amos Oz, one of our finest writer...
…ing requires interaction with other people” (The New Yorker, March 2009). Hawkley believes that we are social beings to our cellular core, and even that does not capture the full extent of our sociality. For these reasons, she is increasingly uncomfortable with the term “loneline...
…r minds compared to one’s own, in ways that are sometimes very subtle and surprising. For instance, we tend to evaluate ourselves by consulting our mindful intentions, but we evaluate others (and their intentions) by observing their actions. We may consider ourselves to be consci...
InsightsPod We do not, and will not, compromise on the quality of our work; superior technical expertise is our top priority. Experts need to be highly paid as per market standards, and well-trained, in order to put in their best efforts. The Business Development Team will cons...
…, and began winding its way through a valley toward the Beirut-Damascus road. They waded into a Syrian ambush, and for hours found themselves in a fierce battle with Syrian units. I don’t believe Arik specifically planned to confront the Syrians in Jezzin and Ayn Zhalta. But he...
…e we had acknowledged the risk of the “final JPY strength” this autumn on the BoJ's limit and US elections, it has been our view that the USD/JPY’s dips was to be bought as the 100-105 level was where medium-term directional risk was likely to reverse to the upside (Dollar’s 100...
…, and began winding its way through a valley toward the Beirut-Damascus road. They waded into a Syrian ambush, and for hours found themselves in a fierce battle with Syrian units. I don’t believe Arik specifically planned to confront the Syrians in Jezzin and Ayn Zhalta. But he...
Challenging though our training was, I found every bit of it enthralling and, with each new test passed, somehow empowering and exhilirating. This was all the more remarkable because we had still yet to carry out a single operation. If anyone other than Avraham had been in charge...