Pakistan is neither a failed state nor a failing state. It functions as effectively today as in decades past. Rather it is a state under siege from a radical syndicate of terror groups loosely aligned together with the goal of creating an extremist jihadist state in south Asia. T...
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the global community chose instead to use its limited time and resources to try to delegitimize Israel. Just a few months after the Cambodian atrocities began
it did so in tepid terms compared to its treatment of Israel. The General Assembly simply noted “with great concern that the armed conflict in Kampuchea [Cambodia] and is seriously threatening the peace and stability of South-East Asia.” In contrast
A =a ELL TAL Cannabis Investment Report | December 2017 Ackrell Capital Cannabis Team Mike Ackrell founded Ackrell Capital in 2003. Previously, Mr. Ackrell was the Head of ABN AMRO’s U.S. Technology Investment Banking Group and the Head of Invest- ment Banking at WR Hambrecht+...
Growth of the US for both returns and protection The attractiveness of the US has been driven by interest rate rises (with expectations for further raises this year) and bond yields lagging in other developed markets (figure 8). There is also market confidence of a ‘pro-business’...
September the 11th, 2001 when Bush was down in Florida - George W. Bush - and what did they do on that day? They implemented the plans they had been planning for 20 years. Another major event in American history but it's not usually told that way. We implemented - it’s in the 9/...
2. WTC Attack — 9/11 (2001) 3. BENGHAZI Attack — 9/11 (2012) But you have to remember that H. W. Bush was planted: AUTHOR PETER DALE SCOTT: Sometimes you have little deep events that most people don't even notice. One of those would be the Halloween Massacre. The older people re...
From: jeffrey E. [[email protected]] Sent: 11/14/2016 3:34:18 PM To: Thomas Jr., Landon Subject: Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HRC to w...
Cross-asset implications of repatriation Repatriation should spur USD-buying — up to 40% may be non-USD denominated While few companies disclose the currency composition of their offshore cash, our FX team estimates that 60-75% is already in USD while 25-40% is non-dollar-denomi...
states will worry that the United States would be deterred from coming to their defense in future regional crises by Iran's nuclear weapons. Saudi Arabia and other Arab states are likely to see nuclear weapons as a quick fix for all of their security woes. Although they have bee...
the 9/11 attacks”; 4. Khalid al-Mihdhar and Nawaf al-Hazmi, two of the alleged 9/11 hijackers, whose presence in the United States was concealed from the FBI by CIA officers for months before 9/11. It might sound from these citations that the 9/11 Commission marked a new stage...
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...
Emerging market bonds Preference: neutral EMBI Global/CEMBI spread (24 Oct): 281bps / 334bps (last month: 292bps /363bps) UBS View EMBI Global/CEMBI spread target (6-month): 275bps/290bps ¢ Current spread levels of EM sovereign bonds are roughly in line with fundamentals. We th...
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Global Cross Asset Strategy —- Year Ahead Bankof America The Trump inflection ape ce Investment Strategy 30 November 2016 Corrected Key takeaways ee « Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. Jam...