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FP: Latest - page 9

Musings on Kids and Asia

in China/FP: Latest/Japan

I have not written articles in a few months, except for the one I wrote for the July issue of Institutional Investor magazine, on Japan (I’ll post a link once the magazine comes out)..  I am sure Freud, after spending a few minutes in my subconscious, would provide some disturbing explanations.  But as Freud said,…

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Travel (Mis) Adventure

in FP: Latest

I was invited to speak to the CFA Society of Bermuda.  My wife and I decided to make a mini kids-free vacation out of it.  We rented the kids out to the grandparents.  On the way to Bermuda we were to stop by NYC for a few days.  I had my days packed with meetings; my…

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China vs. the World

in China/FP: Latest

 This paragraph, taken from a SocGen research report by Dylan Grice (one of the few sell-side folks worth reading, along with Albert Edwards, also at SocGen), sums up the dichotomy between how investors look at China and the rest of the world. Trading on a lowly 0.5x book value, Lloyds (LYG 5.1 ↓2.49%) is clearly…

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