MACRO TAKE: In from the Cold of Mother Russia
KVP highlights key data points from recent subzero Moscow trip Things have to get a whole lot worse before they get better Oil back at $100 is...
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Islam, Terror, Politics and Oil - Part 2
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
432 Views
Islam, Terror, Politics and Oil - Part 1
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
458 Views
The size of ECB QE is not priced in – Massive European Equities Upside
With CHF last at 0.9033, we are +5% (unlevered) on the cross since the Fri Jan 16th call where it closed at 0.8587. I continue to believe and...
414 Views
Aspen Insurance Holdings Limited (AHL): Valuation Entices Investors as Orders Flow into IPO
​Aspen's deal is oversubscribed with high-quality conversions, selling below book value, and Apollo Global has improved profitability by reducing...
725 Views