People leave more behind them than a name. Like her fictional protagonist Victor Frankenstein, Mary Shelley is survived by her creation: Frankenstein took on a life of his own within our collective imagination (Figure $15). Such legacies, and all the many other ways in which peop...
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Half Full Since the trough of the global financial crisis in March 2009, US equities have returned nearly 300%, producing one of the longest bull markets in the post-WWII period and outperforming all other major developed and emerging market country equities. US equities have al...
Africa, parasites, intelligence To understand intelligence in the tropics, e.g. among dark-skinned Africans, you need to understand the importance of parasites—both as an environmental factor that exerts a negative effect on mental development and a positive effect on selecti...
From: Sent: To: Subject: Attachments: Ens, Amanda 11/17/2016 6:05:47 PM jeffrey E. [[email protected]]; Richard Kahn Financials: buy XLF Mar17 $22 call with $26 KO for $0.87 with full premium rebate on KO image001.png; Future of Financials Conference Takeaways.pdf Importance:...
Figure $18 1e-5 & 8 - —— - B 4.0 — fever —— diabetes — cancer =~ obesity 6 — asthma — _ heart attack iS —— tuberculosis = rs) o cS c ro) oO =| =] log low ® ® & <4 we Te 0 0. 1800 1850 1900 1950 2000 1950 1960 1970 1980 1990 2000 Year Year — cholera infantile paralysis Franklin D...
(“3.14159”) and typos (“excesss”). An n-gram is sequence of 1-grams, such as the phrases “stock market” (a 2-gram) and “the United States of America” (a 5-gram). We restricted n to 5, and limited our study to n-grams occurring at least 40 times in the corpus. Usage frequency is...
From: Ens, Amanda Sent: Friday, November 11, 2016 4:04 PM To: ‘jeffrey E.'; "Richard Kahn' Subject: Financials trade for Monday It’s not too late to buy financials as a medium term trade. They’ve run up a lot this week but we’re getting endless calls from generalists asking wh...
Figure S16 A 100% 75% Median frequency (% of peak value) 8 25% — _ invented in 1800-1850 — _ invented in 1850-1900 1 o% 0 25 50 75 100 Years since invention Gy 1800-1840 Hy: 1880-1920 (ass) Number of inventions 6 5 4 3 2 1 0 1 i) 800 1850 1900 1950 2000 1800 1850 1900...
returned (though of course not whatever HIV-resistant genes may have been selected among the Africans). Divergent human populations often show very similar patterns of strong selection for genes though different in time--thus Europe and Yoruba-land showed similar peaks in para...
Notable trends and dislocations (US) The Fed turns more hawkish, though vol remains subdued Last week, unsurprisingly the Fed opted to hike benchmark rates another 25bps. However, the market was more focused on the FOMC’s unexpectedly hawkish message, which indicated that it is...
Figure SS T T T T T T T 257 __ Treaties (n=124) 2.0 4 1.0 + 1 0.5 + 4 Mean % of overall frequency > 0.0 ~200 -150 -100 -50 0 50 100 150 200 Year (relative to treaty signature) > 35F "+g. 8 Heads of state © 3.0}; (n=43) 4 a ao £& 257 | ® 20} | oO > oO 15+ 4 a fe) se 1.0}...
Chart 3: EM debt and equity have been hit Chart 4: While Banks versus Staples has gone ballistic 950 r 40 0.43 ——MSCI EM _ 900 SSW eG TRS EN LSI SEE ERG ; , ———S&P 500 Banks relative to Food & Bev 0.39 (RHS) 850 0.37 0.35 800 0.33 750 0.31 700 0.29 0.27 650 0.25 Oo Oo Wo Oo Oo Ob...
From: Ens, Amanda [ Sent: 11/17/2016 8:55:12 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: USDJPY testing 110. Buy Japan upside Attachments: image001.png; image002.png; image003.png; image004.jpg; image005.jpg; image006.jpg; image007.jpg; image008.png; image009...
Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...
… with chic wife Anna by his side. Ingrid Sischy and Sandy Brant, Rupert Murdoch, Ron Meyer, Francesco Clemente with his twin boys and Tom Ford chat each other up. People to watch include pregnant Victoria and David Beckham with Lynn Wyatt, Fran Lebowitz, Larry Gagosian and Shala...