…e city desk.” “That is the meaning of it.” A few years later, without my permission, Jules Siegel, the editor of a short-lived magazine, Cheetah, published a fake obituary of me. I thought it was funny. An Associated Press reporter called, and I explained that it was a hoax. “...
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this report or its contents. Bankof America 8 Japan Macro Watch | 14 November 2016 Merrill Lynch HOUSE_OVERSIGHT_014431
…in seeing increased visibility on the distribution (15%) and increased contribution from RA and GMS segments (15%). Chart 62: What would get you more interested in investing in CG stock? 45% 40% 35% 30% 29% 20% 15% 10% 5% 0% Rising fee related — Increased visibilityon Increas...
Chart 42: How do you view SNV’s partnerships with online lenders (SoFi/GreenSky)? 70% 60% 50% 40% 30% 20% 10% 0% Positively. Creates another Cautiously. Unsure how these Indifferent. The exposure is avenue for loan growth loans will perform duringa —_ relatively small so does n...
FREE GROWTH AND OTHER SURPRISES Draft Gordon Getty FOREWORD BY THE AUTHOR How Come This Book? A few months ago, Robert Trivers was kind enough to send me his new book. The title is “Wild Life”. Perfect two ways. Bob is a world authority on wildlife, to wit evolutionary biology....
Chart 1: USDJPY vs yield spread Chart 2: USDJPY carry* gradually inching up ‘4 135.0 we 125.0 10 115.0 O84 105.0 us 95.0 0.4 85.0 0.2 15.0 Nov-14 Feb-15 May-15 Aug-15 Nov-15 Feb-16 May-16 Aug-16 Nov-16 se USDJPY(RHS) —_USDJPY carry / 3m implied vol (RHS) US-Japan 10yr real yie...
From: Sent: 8/2/2012 5:57:19 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: Why not in Vegas? Importance: High Why Not in Vegas? By THOMAS L. FRIEDMAN Published: July 31, 2012 418 Comments • FACEBOOK • TWITTER • GOOGLE+ • E-MAIL • SHARE • PRINT • REPRINTS • I'll mak...
…ations for net charge-offs to naturally tick up as recoveries become less of a benefit and some seasoning in the loan portfolio. Recall during its earnings call, management lowered its FY16 net charge-off range to 10-20bp (3Q: 12bp}. Mr. Howard noted that he would not be surprise...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” th...
…dbye Surfing, Hello God!” is Jules’s most famous example of rock journalism, but | think his most revolutionary is his article “The Big Beat.” It appeared in the Playboy-esque Cavalier magazine in 1965 and is one of the earliest writings I’ve ever seen on the development of rock...
…ths ahead. A Spanish ESM/OMT request would be EUR positive. While the US elections and US fiscal cliff could lead to short term USD strength, we see the USD weaker over the next 6 months. ¢ The CAD remains supported by better growth dynamics in Canada and QE in the US. However,...
… Stay hungry, stay bearish (not foolish) For the year ahead, we recommend being bearish 5y US rates, long USDJPY and short a basket of LatAm long bonds (Mexico, Brazil and Colombia). ¢ But in the near term, we urge caution with the reflation trade. Short 10y US real rates offers...
From: ee Sent: 11/12/2016 9:23:22 AM To: jeffrey E. [[email protected]] Subject: Re: Importance: — High Sorry in the conference room listening to the Portuguese prime minister .... Nthg revolutionary really . Was watching tv last night - either Trump is a misunderstood g...
…y CY18. Japan should be a big winner from stronger US growth, given its high exposure to the US economy in terms of exports and corporate profits (Chart 22 and Chart 23). On the negative side, aggressive protectionist trade measures, if implemented, would depress US growth and gl...
…m: Lisa New is Sent: 12/2/2014 6:29:16 PM To: Jeffrey Epstein [[email protected]] Subject: poetry and science Importance: — High Dear Jeffrey, Apropos of our conversation of a few minutes ago, This proposal went to someone I thought was interested in the environment and s...