Hints and tips:
...Another short-selling aspect that often gets forgotten is how higher interest rates also help L/S hedge fund returns by increasing their cash returns....
...Even so, it is worth consulting the catalogue online (“Découvrez l’univers des tomates”) as it is full of advice and detail even if you cannot import the plants across the English Channel....
...Unlike many trading firms, Jane Street also makes a point out of paying its people according to their contribution to the broader company, rather than tying it to personal P&L or the earnings of their desk...
...Whenever I visit in September I am ashamed at my potted pelargoniums compared with hers, ranging from two ivy-leaved variegated varieties, Rose Silver Cascade and L’Elegante, to two Uniques, Scarlet and...
...The best paper on this is probably Jean-François L’Her, Rossitsa Stoyanova, Kathryn Shaw, William Scott, and Charissa Lai’s paper “A Bottom-Up Approach to the Risk-Adjusted Performance of the Buyout Fund...
...L&I ETFs do not currently pose a risk to UK financial stability, but this could change if they grow in popularity....
...She introduced me to parsley peas, varieties whose curly leaves complement pea pods and can be cut up and used as a garnish....
...Before I experienced Barkley L Hendricks’ revelatory retrospective at the Studio Museum in Harlem in 2008, I had never seen more than a couple of his works at a time....
...Banco Popular Del Peru or Allied Bank Int’l v. Banco Credito Agricola de Cartago is your idea of fun....
...The rest comes from visitors; fees, events and the support of many Friends worldwide (l.saintleger@vaux-le-vicomte.fr, for details)....
...Remember that at the time a lot of people thought this would become a redux of the S&L crisis and that a recession was unavoidable as banks retrenched....
...Well, l that’s the right thing to do at the individual level....
...Neat buds of meat-on-the-bone in a garlicky parsley sauce. Other dishes aren’t quite as delicious....
...The declines are a setback for Birkenstock and its private equity owner L Catterton, the firm backed by French luxury fashion house LVMH....
...Easier monetary policy “may only lead to an “L-shaped” recovery in the sector in coming years”, Goldman noted. JPMorgan’s China economists are also alarmed at recent developments....
...Highlights include watercress and parsley — which thankfully “doesn’t smell like soup”; rather, a lively blend of pepper and musk — and sweet beetroot and rhubarb. Each bottle smells delicious....
The TVA org chart; S&L echoes; analyst bootcamp; and valuing Substack
...Lemmons often visits the New Orleans home Blanchard shares with his wife, Robin....
...Website; Directions— Tim Auld L’Atelier Robuchon 6 Clarges Street, London W1J 8AE A particular joy in Paris is to sit at the counter of L’Atelier de Joël Robuchon in Saint-Germain-des-Prés, watching in...
...Attention to detail is conspicuous, from the suite amenities, including L’Occitane toiletries, hair tools and Nespresso coffee machines, to the thoughtful service of the staff....
...David maintains a dignified silence as he surveys the cow parsley, moss, ragged robin, nettles, cranesbill, ground elder, primulas, thistles and bluebells sprouting on the drive....
...The ad hoc group includes funds and accounts managed by King Street Capital Management, L.P., funds and accounts managed by BlackRock, funds and accounts managed by Brigade Capital Management, and other...
...While it was still unclear whether the SVB debacle would cascade into a big fat new S&L Crisis, “it does seem inevitable that some banks will now need to pull back on lending to shore up their balance sheets...
...Essentially, to juice its P&L in the short term, SVB ambled into 2023 almost completely unhedged — in effect, a massive multibillion-dollar bet that interest rates were approaching their peak....
...Some can establish discretionary loss-absorbing buffers before accounting P&L is calculated (eg NBB and DNB)....
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