RSSJuly 2007 Archives
July 31, 2007
Self Indulgence & Financing Reflexions
Another self indulgent comment.
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Posted by The Lounsbury at 08:32 PM
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Perso Biz Notes
A self indulgent comment on in-house lawyers who do not know their place in the world
This is of no concern to wider readership. It will however make me feel better, above all as I need more venting as I find that drinking the national per capita income in Cuban products on monthly basis is worrisome.
Posted by The Lounsbury at 08:18 PM
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Perso Biz Notes
July 26, 2007
The New Humility: Or beware of Anglo Saxon Bankers Bearing Gifts
Reading the FT arty on the continuing sub-prime crisis blow back and in particular the rather nasty issue of whether the new habit of supposedly 'slicing and dicing' risk to meet specific appetites has any meaning and whether new questions about this will choke off all the M&A fun, I am amused to think of a comment by a big risk management cheese in a meeting last week btw bankers where a MENA banker asked him "what about modeling, how robust is it?"
His answer: "My answer last year would have been different. Now my answer is, I don't know."
But a rather more intellectual statement on Risk Management and Regime Change: "Specifically, it is yet to be established with a sufficient degree of confidence that, by diversifying across risky asset classes, investor portfolios will continue to sufficiently mitigate risk."
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Posted by The Lounsbury at 01:34 AM
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Biz - Private in MENA
Why FT is brilliant
Posted by The Lounsbury at 01:16 AM
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Business
July 22, 2007
MENA Business, the personal thermometer
A personal benchmark for the degree to which Gulf money is getting too hot, the number of approaches, unsolicited, that I am getting from Gulf institutions wishing to build out North African investment business.
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Posted by The Lounsbury at 04:36 PM
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Perso-Expatedness
Encore Vivant, Scans Edition
A small personal note for the interested.
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Posted by The Lounsbury at 03:44 PM
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Perso-Expatedness
July 18, 2007
Egyptian Committee for Boycotting
Priceless take away from an otherwise pedestrian article on the retail markets in certain of the MENA markets, the existence of an Egyptian Committee for Boycotting, headed of course by Nasserist cretinliving in a dream world where consumption is something alien to Egypt....
Typical left activist clap-trap at the end, but I love the committee name.
Posted by The Lounsbury at 09:30 PM
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MENA Region General
July 02, 2007
New Month, Old Tradition - July 2007 Edition
Afraid I have a deal blowing up right now, and it's one I moved hard, so pro forma, so that I do not miss the tradition another month.
Well, risk-return, management and all that. All beautiful in theory.
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Posted by The Lounsbury at 12:51 PM
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Blog Notes - Admin
