After the roller coaster

The Nikkei, like many other benchmark indices, is hardly the volatile, motion sickness inducing headline producer that it was of months past. But no matter how hard I’ve tried, I just haven’t been able to turn myself into a green shoots market cheerleader.

Viva Las Vegas

Last week, I dropped in on the rock festival of investment conferences, the Las Vegas Money Show, at the posh and cavernous Mandalay Bay Hotel. A mild 95 degrees outside, I mingled with the Hawaiian shirt and cargo short wearing masses, with a sharp eye out for the next big investment themes...

The yen loses out vs the European currencies

And consumers still don't want to spend...



1 + 1 = 1

The Shinsei-Aozora marriage has just been announced. Official announcement to be made some time in May (this month!) and the happy day is some time next summer (holding company structure). One wonders about the shotgun nature of this union (but if it is a shotgun, there's really no doubt who's holding it).

1 + 1 = ? (Aozora + Shinsei = ??)

Rumors are flying about a proposed Shinsei-Aozora tie-up (these are nothing new, but recently the background noise on the subject has increased)...

Masters of the Universe no more

I have to confess that when my alma mater Morgan Stanley announces earnings, it still tugs at the heart strings. We endlessly outperformed expectations, but laughed because we knew there were tons of latent profits sitting on the back books. The stock would rocket to trade at a luxurious five times book. We were the invincible Masters of the Universe.

All quiet on the Forex front

The yen may well fall back over the next few days…




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