Sunday Night Reading List

10 Jul

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

 

*Earnings Before Everything

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4 Responses to “Sunday Night Reading List”

  1. georgetownjack July 10, 2011 at 4:35 pm #

    I may take some of your pre-IPO shares if you don’t start using a teaser (or at least a page break) for the home page!

    • Dutch_Book July 10, 2011 at 4:40 pm #

      I don’t know how to do those. Go screw.

  2. Kid Dynamite July 10, 2011 at 8:10 pm #

    2.34B is your valuation in YEN right?

    • Dutch_Book July 10, 2011 at 9:13 pm #

      Obviously you haven’t read my S&P 3.0 post http://bit.ly/aMFOg7 the 2.34b valuation is yen priced in gold priced in frankincense

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