…hould outperform REITs within the financial sector (Chart 3). This is also in line with the global rotation expected by Michael Hartnett (The Flow Show: The inflation Era Begins 10 Noverriper 2016). 3) Nikkei winner of steeper UST and strong macro In a scenario of strong external...
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…urce A “Presidential Policy Directive 20...”—Greenwald. op.cit. p. 75 “Trace the theft of...”—Author’s interview with Michael Hayden “T had a special level...”-- Edward Snowden and Peter Taylor, “Are you a traitor,” Transcript. BBC Panorama, October 15, 2015 (Aired on BBC Octo...
…raw. Filmmakers are exhausted from campaigning. At Bryan Lourd's famous star studded party Sony Classics’ Co-President Michael Barker announces to me he has taken a random sampling of voters in the room. He says, "There will be a ‘Social Network' upset at the Kodak Theater." She...
…ced over time. The tax change could also dampen Leverage Buyout (LBOQ) activity, according to our High Yield strategist Michael Contopoulos, where these funds are already struggling to generate high returns —note that LBO funds are currently sitting on close to $1tn in cash looki...