Who's Afraid of Deflation?
Concerns about deflation - the phenomenon of falling prices of goods and services - in the wake of the financial crisis, have provided the...
381 Views
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
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
CVC Joins EQT In Pursuit Of AUB Group (AUB AU)
Terms are attractive. Yes - indicative. However, the advent of CVC adds a veneer of confidence terms can be firmed. I'd look to enter around here...
578 Views
AUB Group (AUB AU) Opens Books To EQT's NBIO
Pricing is attractive.Trading wide to terms. EQT has walked away from at least two other deals in recent years - Iress Ltd and Vocus...
575 Views