2016 Future of Financials Conference Management and client bullishness implies further upside Price Objective Change Equity | 17 November 2016 Corrected Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Conference tone bull...
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Internet/e-Commerce 1Q Internet Sector Preview Earnings Preview Equity | 06 April 2017 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] 1Q Preview; Expectations building on a strong 2H Our early sector preview highlights o...
… the sum of all fears, that it became a pattern interrupt between myself and fellow lifestyle designer and entrepreneur Douglas Price. Doug and I traveled parallel paths for nearly five years, facing the same challenges and self-doubt and thus keeping a close psychological eye on...
…QUIERDO DONNELLY PENELOPE E GEORGITSIS IRO GOFMAN ALEX & VANDYCK LINDA A ZOVKO MARY A & DESIMONE DANIEL P VAN DER HEIDE DOUGLAS & HONEYSUCKLE HILL INVESTMENT CO LEELANAU LAND LLC WOOD PATRICIA M JANSSEN EILEEN F MERRIEN JEANNINE P KLINGER BARBARA J PETRY ANNE C & KESSELMAN MARK L...
Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Equity | 03 January 2017 Corrected Top 10 US Ideas – 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the...
European Equity Strategy 2017 year ahead – Refining the reflation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to tu...
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....
Date: Mon, Oct 26, 2015 at 8:37 PM Subject: To: Brad Wechsler < >, Melanie Spinella < x — x . gain at 20 % not 28. . so total , 35.8%. tax rate. same for boat. and plane each around 10 m so total 7 m savings if both sold Date: Tue, Oct 27, 2015 at 11:35 AM Subject: Detailed cons...
CIO WM Global Investment Office CIO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended November 2012 Published 25 October 2012 This report has been prepared by UBS AG. Please see important disclaimers and disc...
Night Flight They say that you can read a person’s feelings on his face. But if so, either I’m a very good actor – the opposite of what anyone who has worked closely with me would tell you – or the journalists clustered in front of me weren’t very good face-readers. They said th...
Global Cross Asset Strategy – Year Ahead The Trump inflection Investment Strategy 30 November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inf...
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…nd James Madison, 1776-1826, (New York: Norton, 1995) Vol 1. pp, 457-459 44 Jefferson was then 44: Thomas Jefferson and Douglas L. Wilson. Jefferson Abroad. Modern Library ed. (New York: Modern Library, 1999) letter to Madame de Tesse, 20 March 1787 39 Such a system, Jefferson wr...
…t). The first time I went to Kronheim’s for lunch, we picked up two justices at the Supreme Court building: William O. Douglas and William Brennan. I had previously met Justice Brennan through his son Bill, who was my law school classmate and moot court partner. Justice Brennan...