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Variant Perception Blog | An independent, original voice in economic research | blog.variantperception.com Reviews
https://blog.variantperception.com
Our blog covers the latest global macroeconomic news on financial markets and the geostrategic issues affecting them.
blog.variantperception.com
Turkey’s External Debt Remains Worryingly High | Variant Perception
http://blog.variantperception.com/2015/04/22/turkeys-external-debt-remains-worryingly-high
Independent Global Macroeconomic Research. Variant Perception keeps clients informed of market themes, trading strategies and tactics. For example, here is something we wrote for clients on August 12th before the [.]. A Primer on the Euro Breakup. Many economists expect catastrophic consequences if any country exits the euro. However, during the past century sixty-nine countries have exited currency areas with little [.]. A False Sense of Security in the UK. Posted in Emerging Markets. On April 22, 2015.
US Home Prices to Continue to Rise | Variant Perception
http://blog.variantperception.com/2015/04/28/us-home-prices-to-continue-to-rise
Independent Global Macroeconomic Research. Variant Perception keeps clients informed of market themes, trading strategies and tactics. For example, here is something we wrote for clients on August 12th before the [.]. A Primer on the Euro Breakup. Many economists expect catastrophic consequences if any country exits the euro. However, during the past century sixty-nine countries have exited currency areas with little [.]. A False Sense of Security in the UK. US Home Prices to Continue to Rise. Economic D...
Emerging Markets | Variant Perception
http://blog.variantperception.com/category/emerging-markets
Independent Global Macroeconomic Research. Variant Perception keeps clients informed of market themes, trading strategies and tactics. For example, here is something we wrote for clients on August 12th before the [.]. A Primer on the Euro Breakup. Many economists expect catastrophic consequences if any country exits the euro. However, during the past century sixty-nine countries have exited currency areas with little [.]. A False Sense of Security in the UK. Posted in Emerging Markets. On May 25, 2016.
US Growth Coming in As Expected | Variant Perception
http://blog.variantperception.com/2015/04/29/us-growth-coming-in-as-expected
Independent Global Macroeconomic Research. Variant Perception keeps clients informed of market themes, trading strategies and tactics. For example, here is something we wrote for clients on August 12th before the [.]. A Primer on the Euro Breakup. Many economists expect catastrophic consequences if any country exits the euro. However, during the past century sixty-nine countries have exited currency areas with little [.]. A False Sense of Security in the UK. US Growth Coming in As Expected. 8220;This mon...
US Manufacturing – More Weakness to Come | Variant Perception
http://blog.variantperception.com/2015/04/15/us-manufacturing-more-weakness-to-come
Independent Global Macroeconomic Research. Variant Perception keeps clients informed of market themes, trading strategies and tactics. For example, here is something we wrote for clients on August 12th before the [.]. A Primer on the Euro Breakup. Many economists expect catastrophic consequences if any country exits the euro. However, during the past century sixty-nine countries have exited currency areas with little [.]. A False Sense of Security in the UK. US Manufacturing – More Weakness to Come.
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Bronte Capital: Poor Charlie's Counterattack
http://brontecapital.blogspot.com/2015/04/poor-charlies-counterattack.html
The sometimes eccentric views of John Hempton. Wednesday, April 1, 2015. Charlie Munger - at the last annual meeting of the Daily Journal Corporation - where Charlie is Chairman - said some pithy stuff about Valeant (and implicitly the CEO J Micheal Pearson). To quote:. Valeant is like ITT and Harold Geneen come back to life, only the guy is worse this time. Now ITT was not by any stretch the worst of the 1960-70s conglomerates. If Charlie had compared Valeant to (say) Ling-Temco-Vought. The Late Great A...
Bronte Capital: April 2015
http://brontecapital.blogspot.com/2015_04_01_archive.html
The sometimes eccentric views of John Hempton. Saturday, April 25, 2015. I have just returned from the Dawn Service marking the Centenary of the landing of the Australian and New Zealand Army Corps (ANZACs) at Gallipoli (in the then Ottoman Empire and now modern day Turkey). This is Australia and New Zealand's remembrance day for all war dead. ANZAC Day 2009 Post. The original ANZACs were the Australian and New Zealand Army Corps. They landed on 25 April 1915 at Galipoli in the Dardenelles. As their nati...
Bronte Capital: One more Bank of the Internet advertisement
http://brontecapital.blogspot.com/2015/04/one-more-bank-of-internet-advertisement.html
The sometimes eccentric views of John Hempton. Thursday, April 9, 2015. One more Bank of the Internet advertisement. This one needs no explanation at all:. It says: "New draft pick wants to buy a luxury home. BOFI Federal Bank can do that". All i can think about our these cheesy subway nyc ads. Https:/ www.google.com/search? April 10, 2015 at 12:05 AM. At least the secondary market for luxury homes is fairly stable. April 10, 2015 at 10:01 PM. Subscribe to: Post Comments (Atom). Get this blog by email.
Bronte Capital: February 2015
http://brontecapital.blogspot.com/2015_02_01_archive.html
The sometimes eccentric views of John Hempton. Saturday, February 28, 2015. An interpretation of the Herbalife result. The Herbalife result had three elements - two bad, one good. The bad elements are. A) That volume fell - and quite sharply - minus 6 percent, and. B) There was an inventory build in the face of the volume fall. The shorts have played these elements up - and combined they meant that the cash flow was sequentially far less good. The good element (which the company played up) was. Ii) Requi...
Bronte Capital: August 2014
http://brontecapital.blogspot.com/2014_08_01_archive.html
The sometimes eccentric views of John Hempton. Thursday, August 28, 2014. Valeant Pharmaceuticals Part XII: the rolling solvency calculation. I am short Various parts of the Valeant capital structure and long a few thousand put contracts. This is a bet that is levered to terrible. Outcomes at Valeant. It is not quite a bet on insolvency - but it is a bet on financial stress. It is a very non-consensus bet. Valeant is considered extremely. Profitable. Bill Ackman gave a presentation. The problem with this...
Bronte Capital: October 2014
http://brontecapital.blogspot.com/2014_10_01_archive.html
The sometimes eccentric views of John Hempton. Monday, October 20, 2014. Valeant Part XIII: channeling Jeff Skilling - or trying to reconstruct Valeant's balance sheet. There was a very famous conference call. Once where Highfields Capital analyst Richard Grubman asked for a balance sheet with Enron's earnings statement. Jeff Skilling's response is a key part of the Enron legend. You’re the only financial institution that can’t produce a balance sheet or cash flow statement with their earnings. Cash and ...
Bronte Capital: September 2014
http://brontecapital.blogspot.com/2014_09_01_archive.html
The sometimes eccentric views of John Hempton. Tuesday, September 23, 2014. Roddy Boyd has more patience than me in chasing down stock hucksters. Roddy Boyd has a story about the wondrous life of yet another stock huckster with a couple of fake PhDs. I maintain it is better to be a stock-promoter than a short-seller. Stock promoters tend to live very well. Right up there with the biggest hedge fund managers. Links to this post. Saturday, September 13, 2014. Nouvelle Vague live in Cologne. Not all of West...
Bronte Capital: April is the cruellest month
http://brontecapital.blogspot.com/2015/03/april-is-cruellest-month.html
The sometimes eccentric views of John Hempton. Saturday, March 21, 2015. April is the cruellest month. Lew Burton (one of those mathematical finance professor types) just tweeted. Well I guess we might find out how much short gamma there is around the $44-5 in. On the surface it looks insane. Moar popcorn plz. Lew it seems is a good guess. Ackman has a big (off market) put position expiring in April in the middle of this range. This is a bit over 3 million shares. Johnare you implying market manipulation?
Bronte Capital: December 2014
http://brontecapital.blogspot.com/2014_12_01_archive.html
The sometimes eccentric views of John Hempton. Monday, December 15, 2014. I am reading the annual report from United Technologies. Which owns, amongst other things, a helicopter company. To quote:. On the commercial side, Sikorsky finished the year with a backlog of nearly $3 billion — its largest ever — driven by growing demand for offshore transportation in the oil and gas industry. I am not sure how good that backlog is. PS I have received at least half a dozen emails about the hostage drama in Sydney.
Bronte Capital: McDonalds: property, ego and identity
http://brontecapital.blogspot.com/2015/05/mcdonalds-property-ego-and-identity.html
The sometimes eccentric views of John Hempton. Tuesday, May 19, 2015. McDonalds: property, ego and identity. I have just spent a few days in the modern Middle East cities of Doha and Abu Dhabi. This is the only place I have seen which matches China for just sheer excess of the property market. There are beautiful skyscrapers on what should be worthless land surrounded by barren streets and the odd drip-irrigated palm tree. Turn around 180 degrees and this is the view:. They would be better off closing th...
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vargr moon
Due to some scheduling conflicts, the gaming group is unable to meet this upcoming Friday to kick off character creation for the Old Japan Fate Core game. In its stead I offered to run a one shot game using Fate Accelerated; but the group declined in favor of board games. Alas, their loss. I thought for this game I'd use Fate Accelerated instead of Fate Core. FAE just seemed to carry the right vibe for the setting. The standard Approaches work fine as is, and I don't see any reason to modify them. Not ev...
Vårhem
Offshore Web Development | Offshore Software Development | Custom Product Development
Call us Today 1 630 861 8263. SuiteCRM 7.10 Released. February 23, 2018. We have exciting news to share! SuiteCRM new released SuiteCRM 7.10. Ready for you to download! We also want to inform you about SuiteASSURED. The total care package for SuiteCRM that includes extensive support, like user and technical support, training, consulting and custom development! EFax Integration with SuiteCRM Documents. February 8, 2018. 2018 CRM Prediction from Top Industry Experts. January 8, 2018. Andriod: Changing the ...
They Call Me Mr. V
Coming in 2018: The Parker Inheritance. Spirit Animals Fall of the Beasts: THE RETURN. Books and Tours and Trips, Oh My! A Slightly Different Take on A FINE DESSERT. Cover Reveal: To Catch A Cheat. End of the Summer Update. Middle Grade Mayhem Book Launch! Its on the shelves (and Im talking about it)! Monday, June 05, 2017. Coming in 2018: The Parker Inheritance. Was gracious enough to host my cover reveal for my new middle grade, The Parker Inheritance. Please click-though. Friday, September 30, 2016.
variantenraum art blog
Art for the room behind the perception of being. The aura of female beauty and sensuality. Portraits by Stephanie Nückel. Stephanie Nückel was one of fourteen artists at KunstLeben Berlin's excellent group show entitled, 'New York Meets Berlin' last year. Her part of the exhibition was one of my favourites. I love it when … [Read More.]. I spy with my little ear and it looks like…. One Image per Day by Dieter Motzel. Monsieur Lune M LunE. Ein Moment Ewigkeit Portraitplastiken von Sorina von Keyserling.
Variant Perception Blog | An independent, original voice in economic research
Independent Global Macroeconomic Research. Top Ten Posts of 2014. As we head in to 2015, here are the top ten posts from 2014. We wish our readers a Happy New Year! Top 10 Posts of 2014: Profit Margins To Head Lower, Equities To Suffer (May [.]. Japanese Equity Flows Diverge. October saw the BoJ’s announcement of increased stimulus, coordinated with the new targets for the GPIF, 25% each for foreign and domestic equities (up from 12% each), and a [.]. US Growth Coming in As Expected. Posted in US Economy.
Varicolor
And has 992 comments. Object width=”640″ height=”385″ param name=”movie” value=”http:/ www.youtube.com/v/z3d5RloRf0g&hl=en US&fs=1& #8221; /param param name=”allowFullScreen” value=”true” /param param name=”allowscriptaccess” value=”always” /param embed src=”http:/ www.youtube.com/v/z3d5RloRf0g&hl=en US&fs=1& #8221; type=”application/x-shockwave-flash” allowscriptaccess=”alway...And has 918 comments. And has 2 comments. 147;Dovetail from Spectacu.la WP Themes Club.
VARIDESK Blog | Standing Desk News & Information
VARIDESK Blog Home Page. VARIDESK Blog Home Page. Welcome to the VARIDESK Blog! We publish news and articles related to the revolutionary and patent-pending stand-up desk from VARIDESK. We welcome your feedback, so please comment and start a conversation. If you have a subject you’d like to see us post about or if you have pictures of your VARIDESK to share with us, please email. Us or tell us about it on our Facebook page. Maintaining a Healthy Lifestyle: Upping Your 2K Resolution. If you work in an off...
Variable Tendencies
Sunday, January 13, 2013. Advice for Those in the Friend Zone. Id like to speak to some of the menfolk for a moment.* Specifically, Id like to speak to those of you stuck in the friend zone. Get the HELL over it. Sunday, September 2, 2012. Why I am no longer an Eagle Scout. And can read some of my prior thoughts on the matter here. But I can't do it anymore. I can't continue to associate myself with an organization that betrays their own ideals, their own history of including boys of different races ...
Novinky a blog Altus Vario
Raquo; Novinky and blog. Novinky z oblasti podnikových informačních systémů. Na začátku dubna vstoupilo v platnost nařízení o přenesení daňové povinnosti, které upravuje rozsah její platnosti. Jaké změny od dubna 2015 platí? Elektronická evidence dokumentů ve firmě. Kupí se vám stohy papírů, které potřebujete schválit od několika lidí a nevíte, kdo je již schválil a kdo ještě ne? Zvolte elegantní způsob schvalování veškerých dokumentů – elektronicky s jednoznačnou zodpovědností a časovým údajem. Inženýrs...
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