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...
434 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
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
AUB Group (AUB AU): EQT’s NBIO at A$45.00
While the offer represents an all-time high, it is arguably light compared to precedent transactions and peer multiples.
466 Views