Insights

 

CIO Vantage Point; Economic Outlook
October 16, 2012 Posted by

Back after two weeks of R&R I find: tempered inflation, Britain retreating from the EU, decent retail sales activity, and a Softbank gamble.  It seems by stepping out of the day-to-day you really can see progress in this economy.

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CIO Vantage Point; Public Policy
October 03, 2012 Posted by

In this interview with Chris Danne, co-founder of The Blueshirt Group, we discuss the value of the pre-IPO non-deal roadshow and when a company should consider taking its message to potential investors.

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CIO Vantage Point
September 27, 2012 Posted by
The IMF wants Europe to take losses on bailouts. The International Monetary Fund, whose stated goals include currency stabilization, has been an integral part of the bailouts to date. Its funding comes from both euro and non-euro countries...
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CIO Vantage Point; Economic Outlook
September 26, 2012 Posted by
There is growing tension in Chinese factories as evidenced by this week's riot at a Foxconn Group factory which builds Apple products.  The crux of the issue was whether management would actually pay overtime wages which it agreed to some time ago. Such disruptions in factories should not be surprising...
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CIO Vantage Point; Economic Outlook
September 21, 2012 Posted by
TFJ is up featuring private equity, BOJ, QE3, housing, CFAs, and of course Europe.
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CIO Vantage Point; Economic Outlook
September 19, 2012 Posted by
A supportive Fed is targeting the stock market which should  help reopen the IPO window for the fall season.
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CIO Vantage Point; Economic Outlook
September 14, 2012 Posted by
This week's Top 8 is up: The Fed, Private Equity vs. Private Equity, Moody's and the Treasury, China, and Wanna buy an island?
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CIO Vantage Point; Economic Outlook
September 13, 2012 Posted by

The Fed announced another round of "quantitative easing" in the form of $40 billion of mortgage purchases per month until the labor market "improves substantially."  The stated goal is to "increase policy accommodation" by driving down the cost of borrowing not only in the mortgage sector, but in other areas as relative valuations adjust.

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