…n My Thoughts on Currencies Stephen L Jen (London) November 29, 2016 Bottom line. Some retracement in the market trends we've seen since November 8 makes sense, in light of the magnitudes of the moves as well as the upcoming event risks (Italian referendum, OPEC meeting, and the...
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…trategy 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 inflation, notably in Japan. We go long NKY, stay long EM AXJ & selective yiel...
… Israel and the occupied Palestinian territories next month to make an early second-term push for peace negotiations between two divided governments and to assess the broader political developments remaking the Middle East. It will be Obama's first trip as president to Israel, wh...
…ocratic renewal even in deeply troubled societies. The events of late 2014 and 2015 include vivid re- minders of the power of the ballot. In Nigeria, Africa's most populous country and largest economy, voters who were fed up with governmental complacency, terrorism, and graft re...
…ybody in the entire Chinese foreign, security, military, economic, trade, finance, cyber and intelligence community, as well as the central think tank community. It’s a meeting that’s meant to be noticed by the entire Chinese international policy establishment, because if there i...
…ark. NY LLC Member/President 78 OT Marks Worli Member Corp New Yark, NY Corporation Director/Chairman/President 79 DT Tower Gurgaan LLC New York, NY LLC Member/President 80 OT Tower Guraaon Manaaina Member Corp New York, NY Corporation Director/Chairman/President 81 DTW Venture L...
…, 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 concerns we exp...
…ugh to remember. Maybe even Joe Biden won't forget it the next time the U.S. tries to reach out diplomatically to Iran. We're speaking of the Administration's latest effort to come to terms with Tehran over its nuclear programs, which Mr. Biden made last weekend at the Munich Sec...
…, a little more loosely: the hypothesis is that, for intelligence to occur, there has to be a natural correspondence between the transition-sequences of world-states and the corresponding transition-sequences of mind-states, at least in the cases of transition-sequences leading t...
…“massages.” See Rodriguez Depo. at 242-44 (Deposition Attachment #8). Rodriguez was aware that “sex toys” and vibrators were found in Epstein’s bedroom after the purported massages. Jd. at 223-28. Rodriguez thought what Epstein was doing was wrong, given the extreme youth of the...
… vision in unusually in-depth remarks delivered by Skype to a conference held inside the Vatican in the summer of 2014. Well before victories for Brexit and Trump seemed possible, Bannon declared there was a "global tea party movement" and praised European far-right parties like...
…s P and then, after that, follows Q, thus obtaining a longer path. Similarly for mind-paths. In category theory terms, we are constructing the free category associated with the graph: the objects of the category are the nodes, and the morphisms of the category are the paths. And...
… vision in unusually in-depth remarks delivered by Skype to a conference held inside the Vatican in the summer of 2014. Well before victories for Brexit and Trump seemed possible, Bannon declared there was a "global tea party movement" and praised European far-right parties like...
… A new growth point for world economy In Europe, the Belt and Road Initiative does not get the attention it deserves. However, the history of the ancient Silk Road has fed our imagination for centuries. Today, China speaks for reality while Europe is limiting itself to curiosity....
… Anew growth point for world economy n Europe, the Belt and Road Initiative does not get the attention it deserves. However, the history of the ancient Silk Road has fed our imagination for centuries. Today, China speaks for reality while Europe is limiting itself to curiosit...