per questa settimana stacco, arrivederci a lunediprossima setitmana sono , giovedi e venerdi, all ITF di Rimini.Ho un programma di 4 interventi.Potete leggere orari e contenuti in questa pagina del mio sito
nell ultimo numero della newsletter della casa editrice Varini, ho pubblicato un pezzo dal titolo "bolla non bolla? è il momento di vendere tutto ?", in cui riassumo una serie di ragionamenti che ho fatto nei giorni scorsi nei miei post a questo proposito.
dati brutti si sale, dati belli si dovrebbe scendere... o no ?vedremo... qui vale tutto e il contrario di tutto..Per ora non sembra : es dj nasq sui massimi della giornata, della settimana ,e , i primi due, di tutta la storia dell indice.
In this installment of Alphaville’s traditionally, if not actually, infrequent podcast Robin, Joseph and Cleary Gottlieb lawyer and sovereign debt maven Lee Buchheit discuss Cyprus, capital controls, a new sovereign debt restructuring mechanism and the best place to hang out if you are a restructuring lawyer.Continue reading: Alphachat: Lee Buchheit edition, […]
The quote is from Gerard Minack, Morgan Stanley’s celebrated equity strategist, based in Australia. He retired from the bank on Friday and his final thoughts are in the usual place. A taste… Investing is an unusual profession: perhaps the only one where amateurs have a good shot at beating the pros. However, evidence suggests that amateurs don’t: flow data i […]
A slightly confusing statement on Friday out of Morgans Hotel, the group founded by Ian Schrager, who is credited with creating the whole concept of a boutique bed-for-the-night… NEW YORK, May 17, 2013 /PRNewswire/ — Morgans Hotel Group Co. (MHGC) (“MHG” or the “Company”) today provided clarification regarding statements made in a filing submitted by The Yuc […]
On Markets Live on Friday we offered some speculation on the level ENRC’s controlling shareholders might table to take the business private. Once we’d zapped a few arbs amongst the ML Rabble, and got over an associated sulk, we offered a price: 340pContinue reading: Re-setting ENRC (updated)
Every now and then, we take a look at why the US housing comeback continues at a pace that has disappointed those of us who believed (and still hope) that a rebound in household formation will produce a self-sustaining acceleration in the broader recovery. After the release on Thursday of disappointing housing starts but encouraging building permit numbers f […]
Last week, we remembered Barron’s columnist and editor, Alan Abelson (A Few Words About Alan Abelson). This week, Barron’s gathered various commentary from Colleagues, Wall Street Friends and Readers to remember Alan Abelson. It is a long piece filled with words from many readers. The shame of it is that Abelson himself never got to...Read More
Good Sunday morning. Here are some reads that surfaced since the market closed Friday you may find worthwhile: • in which Downtown Josh Brown destroys the 1999 comparison (TRB) but see Felix Zulauf Developing Euphoria (Itau) • GE gets back to basics (Fortune) • Libor in a barrel: Oil markets fall under the suspicion of...Read More
Economic Prospects for the Long Run Chairman Ben S. Bernanke At Bard College at Simon’s Rock, Great Barrington, Massachusetts May 18, 2013 • 29 KB PDF Let me start by congratulating the graduates and their parents. The word “graduate” comes from the Latin word for “step.” Graduation from college is only one step on...Read More