The Banking and Strategy Initiative

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Category Archives: GDOW

It’s Monday Again!: A great recovery in February as stores sales improve with the grain US:GS, US:SBUX, US:TSLA, US:JPM, US:WFC, US:DIS, EEM, US:KSS, US:GPS, US:M, US:PNC, US:KBW (US Economy & Markets : The Week Ahead March 10 – March 14, 2014)

A flurry of retailers results announcements all of the last week of February more or less covered for the restated US GDP to 2.4% in Q4 and Auto sales were … Continue reading

March 10, 2014

Sometimes coalitions do fine | Advantage zyaada

Cameron, Vince Cable and the new Chancellor in London seemingly already have great pointers for their Aussie friends in the commonwealth and the Germans paring their trade deficit in Euroland. … Continue reading

September 5, 2010 · 1 Comment

Der Zu Kurz Verkauf Ordnung | Advantage Research

Germany orders a ban on short selling Euro is now spiralling down to probably 1.06 probably even breach parity like the days when it was launched as Germany tries more … Continue reading

May 19, 2010 · 1 Comment

From the 'deux la machina' to the Elephant | Advantage 'zyaada'

The Euro hasn’t really moved in ten years Unfortunately, just when the Lib Dems finally joined the government in the UK, the Euro almost seems ready to be consigned to … Continue reading

May 17, 2010 · 2 Comments

$146b isn't exactly peanuts | Advantage zyaada

Well finally the calculation of excess interest due from the EU family’s brat posted by a lasagna banker division. German bankers keelhauled after calculations of the imagined 20% in budget … Continue reading

May 3, 2010 · 1 Comment

Manufacturing a Crisis | Goldman Sachs

The crisis that went by had a lot going for it, with some great contrarian stands from Goldman Sachs and even Dimon’s fledgling JPMorgan, now a de facto twin gold … Continue reading

April 30, 2010

The Global Recall Industry | Advantage zyaada

GM’s US bailout and low scores for Dodge Chrysler in the Superbowl inevitably continue the US automakers agenda silently, even as Toyota returned with Prius after the repair work on … Continue reading

February 9, 2010

Greece is unlikely to tip the Euro

The ‘beginners’ try to find Euro’s demise in the Greek tragedy Greek Farmers become the first constituency to officially become the ‘Wanted’ headlines in the US as major newspapers catch … Continue reading

February 7, 2010

The aftermath of the bailout | Advantage Banking

This is an undesigned prequel to the Bonus debate, as I was about to priorities the next paper between the TBTF Umbrella from Basel to Volcker and the post bailout … Continue reading

February 4, 2010

A new strategic climate fund

Everyone is in Oil these days and with Dubai coming back off the cliff, China bankrolling African dreams, Indian energy corps going global and Russia waiting to come back from … Continue reading

December 15, 2009