The Daily Shot 7/29/16: Global Macro Currents Jul29

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Greetings, We begin with Japan where the central bank ended up disappointing the markets. The BoJ announced a smaller than expected increase in purchases of ETF’s. There was no move deeper into negative rates and no QE acceleration. Kuroda probably feels somewhat helpless at this point and is betting on the big increase in fiscal stimulus. The

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The Daily Shot 5/20/16: Global Macro Currents May20

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Greetings,  Let’s start with the Eurozone. The latest ECB minutes point to the central bank’s frustration with the currency bloc’s governments’ inaction. The Governing Council is effectively saying: “We are hitting a wall here – it’s time for the Eurozone governments to step up.”  Labor reforms are especially important in this environment in order to support

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The Daily Shot 1/14/16: Global Macro Currents Jan14

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Greetings, While economists continue to forecast a pickup in inflation this year, two supposedly “transient” factors are keeping disinflationary pressures intact. 1. The trade-weighted US dollar index continues to climb and is now at the highest level since 2002. 2. The yellow number below is not a typo. Brent crude oil is now firmly below $30/bbl. In

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Are You The Next Blackstone? Don’t Count On It. Oct20

Posted by & filed under Hedge Fund Marketing, Marketing Tips, White Papers/ Thought Pieces.

During an unbelievable number of meetings with investors and managers, I hear the same two refrains: “We’re looking for the next Blackstone.” Or “We think we’re the next Blackstone.” It’s enough to make you wonder if such success is commonplace or if we’re all overreaching just a teeny bit. Well, I’ve shaken my Magic Eight

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