Macro Daily
A daily look at the bigger picture
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13th February 2019
“He’s a supersonic scientist, a guaranteed eternal sanctuary man.”
In the headlines this morning: https://morningporridge.com/stuff-im-watching
Its officially: “Take a Pop at Banco Santander Day”!
Yesterday Banco Santander didn’t make an anticipated call an old Euro 1.5 bln Tier 1 Contingent Capital issue. They’ve cited an “obligation to assess the economics and balance the interests of all investors” – which translates as shareholders first. As I’ve said before this... Read More >
Recent Articles:
6th February 2019
“Let them eat iPads…”
In the headlines this morning: https://morningporridge.com/stuff-im-watching
My comments on poverty in San Francisco went viral y’day. Over 200,000 views on Zerohedge – and over 1000 comments. (Not all of Read More >
5th February 2019
In the headlines this morning:
It will be a short comment this morning as I play catch up and try to figure out if we should be worried that it’s the Year of the PIG. Sounds great, but I’m supposed to be on a diet….
Reason for catch up is Read More >
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In-depth interviews with leading figures in the real estate/investment world.
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