…r upside in financials. e —_ Erika Najarian, BAML financials research analyst, just returned from a marketing trip. Bottom line: North American investors are very bullish the banks (long only AND hedge funds AND macro funds), but then conclude “1 don’t own enough”. Note that hig...
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From: Daniel Sabba I Sent: 1/9/2015 1:53:22 AM To: Jeffrey Epstein [[email protected]] Subject: Fw: EOD Commodities Note - 8 Jan [C] Attachments: image001.jpg; image002.png Importance: High Classification: Confidential Vol in crude continues to collapse From: Prateek Jain Sen...
From: Shaher Sent: 5/3/2013 9:37:25 PM To: Jeffrey Epstein [[email protected]] Subject: Re: Caroline Kennedy Selling 93 Acres on Martha’s Vineyard Importance: — High Such an estate dear cousin many would like to own ,, if at the price I may be willing Sent from my iPad On...
…elivery of this report (unless otherwise agreed s transactions, i Copyright an Copyright 2017 Bank of America Con iOcustom®, iOdatabase® are registered service mark: retransmitted or disclosed, in whole or in part, or inal simultaneously to internal review of this research repor...
…int to a stronger US dollar in 2017. We are bullish USD/JPY. ¢ Higher yields: US 10y and 30y yield made large wedge bottom patterns, pointing to a 61.8% Fibonacci retracement of 2.98% and 3.80%, respectively. e Werecommend buying a NZD/USD 5m .69/.66 put spread 1x1.5 for 43 USD...
REMEMBERING CAVALIER MAGAZINE LAUNCHING A MAGAZINE My friend Michael Simmons, who has been the editor of National Lampoon, recalls that Cavalier hired fine scribes. A few examples: Thomas Pynchon, Philip Roth, William Saroyan, Isaac Asimov, Theodore Sturgeon. Ch...
Disclaimer This document has been prepared by UBS AG, its subsidiary or affiliate ("UBS"). The information is intended as a general market commentary and provided solely for marketing and information purposes. Opinions expressed herein are those of UBS Wealth Management & Swiss...
Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Appendix B: Valuation of Alternative Managers - What@in the Price? Exhibit 48: Exhibit 49: Covered Alternative Asset managers NTM Relative P/E Covered Alternative Asset managers NTM Absolute P/E Alts NTM P/E Ratios Relative to...
Key financial market driver 3 - China growth outlook Key questions e When will the economy bottom out? e What economic policy responses can we expect to support the economy ahead? e How significant is the contagion risk from a possible downturn in the Eurozone? ClO View (Pro...
As | wrote in mid-July: “Microsoft had a bad fourth quarter, mostly because many people are not using PCs any more. In addition, the tech giant took a $900 million charge related to having to cut the price of its Surface RT tablet, which had — as you might imagine — an impact on...
UK equities FTSE 100 (27 June): 5,524 (last month: 5,266) UBS View FTSE 100 (6-month target): 5,785 e We continue to like UK equities relative to global ones. An expected improvement in the global economy over the coming quarters should support UK companies as 70% of revenues a...
By Keith Larsen | October 11, 2018 06:15PM Palm House Hotel, Related Companies Stephen Ross600 An affiliate of the Related Companies has emerged as the initial bidder for the Palm House Hotel as the failed condo-hotel project heads to a bankruptcy auction. The stalking horse bi...
From: jeffrey E. [[email protected]] Sent: 10/26/2015 6:08:48 PM To: Melanie Spinella x 8 rad Wechsler [nn Subject: draft Importance: — High phaidon and art space. combined basis 96 million , ( reviewed with brad and joe.) . add ten for restructuring . basis 106. mi. subtr...
NAUTIL.US | TEXT SETS programs to study “exceptional responders”: those rare cancer patients who do well while nobody else does. Cancer is a personal disease, Solit explains. Each tumor constitutes its own world of defective genes and proteins. By studying the genetic quirks of...
…t practice contravenes international agreements signed with the ILO. 12. For over half a century, Cubans have been accustomed to stealing from the State in order to survive, by swelling on the black market the product of that theft. These habits HOUSE OVERSIGHT 025097 are transfe...