…____________ wrote: Apparently Brazil is a hot investment place now (?) It is more about the offset part than the jet deal. France, Sweden and USA are all lobbying to get the jet deal as aviation is tied into potentially big tourism deals. (36 planes) I was just on a call with a...
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…efer buying the Aug puts as | would fully expect more clarity from management before August expiry. Paul Paul Barrett Alpha Group Capital LLC 142 W 57" Street, 11° Floor, New York, NY 10019 CX are a CAPITAL From: jeffrey E. <[email protected]> Sent: Friday, July 13, 2018...
…m 4/20/17, 12:07 PM Martin Ford Futurist Martin Ford imagines what the accelerating progress in robotics and artificial intelligence may mean for the economy, job market and society of the future. Martin Ford was one of the first analysts to write compellingly about the futur...
…tary kit, but America’s regulations still seem excessive. A regular review to distinguish between systems that pose a real threat and ones that don’t would be a help, as would better intelligence. Tight restrictions on new technologies will not work, and will damage America’s int...
From: Jeffrey Epstein [[email protected]] Sent: 1/12/2010 12:28:25 AM To: Peggy Siegal f________________________________ Subject: Re: My Wall Street 2 Story terrific. i want to hear more about the trip On Mon, Jan 11, 2010 at 6:32 PM, Peggy Siegal <)________________________k...
Morgan Stanley | RESEARCH NORTH AMERICA INSIGHT ~~ Deconstructing Our Implied Carry Valuation: What Is the Market Paying? We deconstruct the various pieces of a SOTP for the alts in order to determine our best guess on how much the market is valuing future performance fees. We...
From: jeffrey E. [[email protected]] Sent: 9/20/2017 10:34:58 PM To: Anas Alrasheed Subject: Re: Importance: — High your watch turned out to be a truly great investment :) On Wed, Sep 20, 2017 at 6:26 PM, <anasalrasheed[ii—> wrote: thnx jeff ..im prayingpiabid Sent from...
…0% 0% Pakjsgan 40% 60% 80% Data as % of service revenues Broadband household penetration Source: BofA Merrill Lynch Global Research, Telegeography and company data Source: BofA Merrill Lynch Global Research, Telegeography and company data Private sector participation and investm...
Morgan Stanley | RESEARCH Alternative Asset Managers NORTH AMERICA INSIGHT | ¥ Can Alts Unlock Value with C-Corp Conversions ? e think APO could unlock the most value by converting to a C-corp with 26% in our upside case vs. -14% in our downside case. ARES could be the firs...
…arry Trades Claudio Irigoyen Mai Doan MLPF&S MLI (UK) [email protected] [email protected] Rohit Garg Vadim laralov Merrill Lynch (Singapore) MLPF&S [email protected] vadim.iaral[email protected] Carry trades and blond swans ¢ We do not expect traditional carry trades such as...
From: US GIO [[email protected]] Sent: 8/4/2011 11:41:48 PM To: Undisclosed recipients: Subject: On today's financial market developments Attachments: 08-04-11 - EOTM - Market update.pdf This is a little unorthodox, but here is the text of an internal note that I just sent t...
…Subject: Fwd: Fw: Epstein -- I apologize if you have received this but it keeps coming back to me as undeliverable To: "Alan M. Dershowitz" < >, Martin Weinberg < Forwarded message From: <_______________________________________________________________________ Date: Wed, Feb 24, 2...
The combination of these factors suggest Japanese equities have further to run. We also see the position as being complementary to our EM position since whereas a stronger USD is a drag on EM performance, it is beneficial for the NKY position. Chart 31: Japan equities have outpe...
costs. Hospitals would be under pressure to be more flexible on prices to avoid any pressure should lower-cost packages impact their volumes. Vision implies a long process To us, the government's vision implies a two stage process over a long time-frame: e Inthe short-term: imp...
…35) Flags: 1085445 Is Read: No Is Invitation: No GUID: D41860B9-E1F9-4352-81F3-70E4BD65311B Message: no , serious group all realize crisis. - and worried, and understand players. Sender: Time: 08/25/18 04:39:13 AM (556889953) Flags: 1060865 Is Read: Yes Is Invitation: No GUID: 7D...