The_Analyst called me this morning threatening to dilute my equity share of the blog prior to our IPO if I keep going months on end without posting anything. As we currently are valuing ourselves at 2.34 billion, 13x EBE*, I am going do my level best to keep that from happening.
With that in mind we thought it might be a service to our readers to share some research that I found helpful this past week. Below is a hodgepodge of stuff from the shops that don’t freak out when they find their notes on scribd (so no JPM, BAML, MS, or Citi.) If you are looking for a more regular flow of mainly macro research, and can put up with an inundation of cursing, you’d be well served by following me on twitter.
The Absolute Return Letter this month focusing on the Eurozone
Nomura on the debt ceiling clusterfuck
Nomura on the second most ridiculous farce on earth, the Greek “default” currently unfolding
BNP EM Outlook for the second half of the year
BNP US Economics Daily for July 11 “The Proverbial Fan”
Stan Char presentation Asia ex Japan at a glance
Stan Char give us part 3 of their on the ground monster Chinese Real Estate report
GS US Equity views
RBC Global Directions