Key points We see little near-term risk of recession, but trade tensions pose a risk of lower growth and higher inflation, challenging stock and bond valuations. An attack on Saudi Arabia’s oil facilities disrupted 5% of global supply. A European […]
Author: Lucas
Why Agile Works By BCG
Work, wrote the oral historian and master of social insight Studs Terkel in 1974, is about a search “for daily meaning as well as daily bread, for recognition as well as cash, for astonishment rather than torpor; in short, for […]
Success Secrets In The High-Stakes Game Of Leadership Change
Given the wide-spread familiarity with the phrase “The first 90 days”, one might expect that executive changes are quite successful. They aren’t. The failure rate for new executives, most especially when they are new to a company, is breathtaking. At the […]
The World’s Most Valuable Soccer Teams 2019: Real Madrid Is Back On Top, At $4.24 Billion
It’s still raining money for the world’s most valuable soccer teams because they attract an incredible number of fans inside stadiums and in front of televisions, particularly for the Champions League. Sponsors salivate, paying more and more money to attach themselves to these […]
3 Reasons President Trump Is Great For The Bitcoin Price
Bitcoin has been around for roughly ten years now, but many people still don’t understand its underlying value proposition. Those who are bullish on the bitcoin price point to the “digital gold” meme and how the asset can act as a […]
Daniel Loeb and Andrew Ross Sorkin discuss activism
Daniel Loeb and Andrew Ross Sorkin discuss activism as an investment tool and the relationship between corporate structures and shareholder rights.
ANTA Part I: Turds in the Punchbowl By Muddy Waters Capital
We thought long and hard about the title of this report, which is the first in a series evidencing endemic fraud at ANTA. We kept coming back to “Turds in the Punchbowl.” ANTA is a real business, and in terms […]
Comment: Three things you need to know about NLP if you want to keep your job in finance
Do you know what Natural Language Processing (NLP) is? If you don’t and you want to remain working in a front office job in an investment bank in future, you’d better familiarize yourself with the term soon. 1. NLP is the new-new thing in […]
The Challenges Facing European Banks By Goldman Sachs
Ahead of this week’s 23rd annual European Financials Conference in Paris — one of Goldman Sachs’ longest-running events in Europe — we sat down with Jernej Omahen, head of European Financials Research, to discuss the challenges facing Europe’s banks and […]
The “Messi Doctrine”: Tax Advisors Could Be Prosecuted for Their Tax Advice and Meet the Same Fate Than Their Clients
The progressive increase in the aggressiveness of the Spanish tax authorities in interpreting and applying tax regulations has not only posed a problem for taxpayers, but also for tax advisors, each time their clients are investigated. The matter began to acquire special relevance with the […]