Apple Inc. (AAPL) And The Casualty List
Apple Inc. (NASDAQ:AAPL) And The Casualty List by John Dorfman, Dorfman Value Investments Thank you, Brexit. The decision of the United Kingdom to leave the European Union shook up stock markets worldwide, creating some bargains. Buying stocks that are smacked [...]
Value Walk | Sun, 31 Jul 2016 20:38:57
Banks seek clarification on ringfencing
Banks fear Brexit will undermine work on hiving off retail operations
FT | Sun, 31 Jul 2016 17:50:54
Leon Cooperman published an epic 48-page note to investors explaining why everything is fine
Leon Cooperman's Omega Advisors released a 48-page investment outlook last week. And for all the fiddling over post-Brexit markets and the risks of a Chinese currency devaluation, Omega doesn't think there's much to worry about, according to the note, which was co-written by Omega's vice chairman, Steve Einhorn. The bulk ...
Business Insider | Sun, 31 Jul 2016 12:15:00
RPT-INSIGHT-Iran's global banking problems deepen with rise of Trump, Brexit
LONDON/ANKARA, July 29 (Reuters) - Britain's vote to leave the European Union and the rise of U.S. presidential nominee Donald Trump have paralysed efforts by Western governments to encourage already...
Reuters | Sun, 31 Jul 2016 10:04:54
Sunday Selection
BEST OF SEEN ELSEWHERE Leftism and trivia are ruining the Telegraph, Niall McCrae Missing, presumed lost: Andy Burnham's spine, Asa Bennett Lessons on democracy from Brexit, Leopold Traugott Look to Jurassic Park for Labour's future, Chris Everett Terror is the new normal for Germany and France, Douglas Murray Stop blaming ...
Guy Fawkes' blog | Sun, 31 Jul 2016 10:00:45
If you're a Leave voter, you're about to get exactly what you asked for
There has been a pronounced tone-change among UK economics analysts since the EU Referendum: They are in unanimous agreement that the UK will sink into recession in the second half of this year. They disagree only on the details and depth. Call it the Silence of the Bulls: no one ...
Business Insider | Sun, 31 Jul 2016 09:52:00
Seven Salient Left Tail Scenarios
Seven Salient Left Tail Scenarios by Jamil Baz, PIMCO In the wake of Brexit, eight years after the onset of the great financial crisis, now seems an apt moment to reassess a few economic themes. At PIMCO we do not [...]
Value Walk | Sat, 30 Jul 2016 22:02:45
Most Shared Story of the Week
Guido's most shared story last week on social media was Friday's research-based compilation of all the countries where officials have indicated an interest in doing a trade deal with post-Brexit Britain. As well as the thousands of shares on Facebook and Twitter it was shared with readers of the Daily ...
Guy Fawkes' blog | Sat, 30 Jul 2016 18:40:30
One-Edged Sword
Things are seldom what they seem, Skim milk masquerades as cream; Highlows pass as patent leathers; Jackdaws strut in peacock's feathers. - H.M.S. Pinafore It turns out the Brexit was just about the worst thing that could have happened to the bears. On the night it happened, I was ecstatic. ...
Tim Knight | Sat, 30 Jul 2016 13:41:58
The UK politics podcast
Brexit abroad and Hinkley Point
FT | Sat, 30 Jul 2016 08:30:51
Saturday Seven Up
This recess week 219,236 visitors visited 622,330 times viewing 987,393 pages. The top stories in order of popularity were: Sarah Champion Unresigns From Labour Frontbench Kinnock 'Hid Daughter's £29,000-a-Year Private School' During Selection McDonnell Looks Down the Camera Juncker Appoints Hardline Britain Basher as EU Brexit Negotiator Empty Seats at ...
Guy Fawkes' blog | Sat, 30 Jul 2016 06:03:19
Reuters Poll: Equity Holdings Hit Five-Year Low Despite Market Surge
Global investors sold equities in July and raised bond allocations after Britain's vote to leave the European Union, according to the first Reuters survey of global institutional fund managers to fully reflect concrete reactions to the Brexit. read more
FINalternatives | Sat, 30 Jul 2016 00:36:57
Allen and Overy Adds Five-Partner Leveraged Finance Team
Allen & Overy has recruited a five-person large-cap leveraged finance team from three separate law firms, as expectations of rising interest rates and continued fallout of the Brexit drive activity in the sector. read more
FINalternatives | Fri, 29 Jul 2016 23:11:55
Dog days could bite market in August
The Brexit bounce back that lifted stocks in July is unlikely to carry into August, and markets will be tested early on.
CNBC | Fri, 29 Jul 2016 22:00:00
Brexit Hits Consumer Confidence In UK - But How Long Will It Last?
As with when we looked at the Markit PMI numbers last week Brexit seems to be hitting economic confidence quite badly. And yes, we do have to take economic confidence seriously for as Keynes pointed out the future of the economy does indeed depend, in part, on those "animal spirits". ...
Tim Worstall, Contributor / Forbes | Fri, 29 Jul 2016 09:52:00
Post-Brexit, London's Financial Center Has English Law on Its Side
ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesGetty ImagesPost-Brexit, London's Financial Center Has English Law on Its Side In its battle to keep financial institutions in London, Britain has an overlooked ally: English law.Post-Brexit, City of London Has English Law on Its Side In its ...
WSJ | Fri, 29 Jul 2016 03:16:25
What to watch for at the ECB meeting
Draghi set to wrestle with Brexit economic fallout, QE headaches and problems with Italian banks
FT | Thu, 21 Jul 2016 04:32:10
IMF cuts UK growth forecasts following Brexit vote
Predictions revised down from April as IMF says EU referendum result has 'thrown a spanner in the works' of global recovery The International Monetary Fund has slashed its forecast for UK growth next year after warning that the decision to leave the EU had damaged the British economy's short-term prospects ...
Larry Elliott Economics editor / Guardian | Tue, 19 Jul 2016 23:10:15