Hints and tips:
...LeMay said, if we’d lost the war, we’d all have been prosecuted as war criminals. And I think he’s right....
...During his leadership of the Pentagon, Robert McNamara, the ultimate genius/sucker, fought the Vietnam war as a hedge fund quant might....
...Sovereign debt veteran Paul McNamara of GAM kindly ran the numbers for Alphaville....
...She will be replaced by former CFO Richard McNamara. Simpson Thacher & Bartlett has hired Justin Rosenberg as an M&A partner in New York. He joins from Paul Weiss....
...I’d also say I slightly disagree with both of you that I think on the China question, and not just China but other autocracies....
...“Generally speaking, if you are a pharmaceutical company, R&D [research and development] and regulatory engagement are in charge and everyone orbits around them....
...The use of scarce dollars for debt repayments marks a “meaningful win” for US authorities, said Paul McNamara, an emerging market bond fund manager at GAM....
...Readers, I’d love to know what you think about this, as well. And with that, I’m off for the holidays for a week. I’ll be back in the Swamp after Christmas. Swamp Notes will resume on December 31....
...In the 1970s, Robert McNamara had one of my professors fired from the World Bank for daring to write about the Indian state of Kerala’s many development successes — successes that directly countered McNamara...
...Michael McNamara, an independent member of the Irish parliament for the county where a Trump resort is located, told the Financial Times last month: “Like any other business, I’d rather they avail of the...
...If he ever writes a book I’d buy it sight unseen.”...
...“Like any other business, I’d rather they avail of the wage subsidy scheme than lay people off....
...We’d like to share more but SocGen won’t send us the full note....
...“It’s like game theory in a way for us, as a medium-sized client,” says Mr McNamara of GAM, which had about $130bn of assets at the end of last year. “We have a final amount we’d like to get....
...We mentioned a couple of weeks earlier the McNamara fallacy, which advises against viewing metrics such as body counts as clear and objective measures of anything....
...For now, though, Mr McNamara doubts that the lira’s woes will bite the sector more broadly. “No other EM has the same set of issues, so there’s no direct contagion,” he said....
...I’d love to be head of Tourism New Zealand. It is a country that punches well above its weight in so many ways. What was your first leadership lesson?...
...She is referring to the brief set by the Venice Biennale’s directors for 2018, Shelley McNamara and Yvonne Farrell of Dublin-based Grafton Architects....
...“The day I got here it was the biggest wave I’d seen in my life. It was a ‘ta-da’ moment — this is the holy grail,” McNamara told me....
...GAM's Paul McNamara disagrees. With a current account deficit, he says, you need capital to fund it. We wrote recently that Erdogan can't sidestep the IMF for long....
...If you saw it with its like-titled predecessor in a political drama double-bill, you’d be pushed to find a meaningful difference in plot essentials....
...I'm Katie Martin, and joining me is Paul McNamara, a portfolio manager from GAM who's here to shed some light on how emerging markets are faring at the moment. Paul, thanks for coming in....
...The idea of this week’s falls in Turkey’s markets having a domino effect in EM is far-fetched, says Mr McNamara....
...Or Bob would be invited to an event and I’d be invited to the ‘ladies’ luncheon’. The South Africans would have called it petty apartheid....
...If you’d like to contribute, you can email katie.martin@ft.com....
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