SGIIC desde 2008. Gestión y Distribución de Fondos y Sicavs. "Your attitude, not your aptitude, will determine your altitude"
Madrid
Joined December 2018
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#EVERGRANDE ESTIMATES OFFSHORE DEBT HOLDERS TO RECOVER RMB9.73B. That means 6% recovery rate
UBS: since UBS announced its buying Credit Suisse for US$ 3bn its stock has added over US$ 10bn in market cap.
FITCH RATINGS: THE WRITE-DOWN OF AT1 INSTRUMENTS IS EXPECTED TO ADD ABOUT 580BP TO CREDIT SUISSE'S 14.1% END-2022 COMMON EQUITY TIER 1 RATIO
Robert Friedland said 700M metric tons of copper have been mined in all of human history, but another 700M tons will be needed in the next 22 years just to keep annual global growth rates of 3%.
China Banks are now valued like US peers at depths of 2008 crash. China's four biggest banks are priced at near record low valuations of about 0.4 of their book value in Hong Kong.
PIB norteamericano al 2,6% Q3. Curioso que con un dolar tan caro el sector exportador haya contribuido tanto. Se deben de haber forrado a vender gas
Meta: “King of Pump” Brian Nowak at Morgan Stanley downgrades $META from US$ 205 to US$ 105. Great job when the stock is already down 70% YTD! The full pump-and-dump. MS wealth management clients who were stuffed with this stock got f**ked raw by the “world class research team”
Scores on the Doors: commodities 30.5%, US$ 16.3%, oil 11.0%, cash 0.6%, gold -8.9%, HY -16.7%, IG -19.3%, govt bonds -20.1%, stocks -21.2%, bitcoin -58.5% YTD.
Apple is tapping the high-grade bond market with a sale in up to four parts. The longest portion of the offering, a 40-year security, may yield around 150 basis points over US Treasuries.
Y seguro que estara sobresuscrito!
