Hints and tips:
...We believe oil use is now down 8m b/d, coffee down c.10% and even gold sales to EM CBs are down....
...Bankruptcy We discussed this at some length on Monday because it reminded us of Texas Competitive Electric Holdings Company LLC (TCEH) in 2011....
...It reminds us of Texas Competitive Electric Holdings Company LLC (TCEH) in 2011....
...At that point, private-equity executives will likely be scrambling to find a “plan B” for cashing in....
...Black, Principal, The Wicks Group of Companies, LLC David Bonderman, Founder and Managing Partner, Texas Pacific Group Shelby Bonnie, Co-Founder, Chairman and CEO, CNET Networks Crandall Bowles, Chairman...
...They’d given me much pleasure over many years, but - like everybody else, it seems - I’d fallen into a habit of lazily dismissing them....
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