-New regulation (and recapitalization) will bring “tremendous mispricing between the different levels of the capital structure” in Banks: Blue Mountain’s James E. Staley.
–Recent trends in Latin American High Yield Offerings,
-“Prepackaged Bankrupcy/Restructuring” in Delaware – “The Curious Case of the European Vodka Seller” by The New York Times,
– Last week: Mary Meeker’s Annual Internet Trends Report: mobile momentum,wearables and China -main slides mentioning Brazil below – mobile, mobile….,
– A brilliant review of one of Paris’ worst restaurants (via @GeorgesJanin) : ” Why do they continue to come here?….The only rationally conceivable answer is: Paris, Paris exerts a mercurial force field….it defies judgment.”
Lockmann.org 