Tag Consumer products

Upstream

-The Journal of Structured Finance Articles:   “Analyzing Brazilian ABS: FIDCs” and  “Pricing Brazilian ABS to Trade in the Secondary Market: Benefits from Assimilating Best Pricing Practices” by Vernon Budinger.
– “Banks are going to slowly look more and more like utilities,” Novogratz said.
“Every year you need to start from scratch again,” Quemada said. “Life at a small boutique is really tough.”
“Life will be harder for traditional active-fund-management companies. Their market share is being eroded by the ETFs at the bottom and by private-equity and hedge funds at the top”
– A brilliant New Yorker article on Soylent, the food-replacement start-up – full of quotables: ““This is life—a walking chemical reaction” ,“Most ideas, you can claim, are not new….Often, they just haven’t been executed or marketed right.”

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São Paulo, abstract wall painting at RB Station,Praça da Bandeira,República –  a former electrical substation turned into art gallery.

Upstream

-‘Apollo Global, the private equity and distressed debt specialist co-founded by Leon Black, is starting a unit to primarily buy investment-grade and high-yield corporate debt from Latin America and Asia‘.
Fantastic piece by Alex Preston on Michael Lewis’ ‘Flash Boys’.
-Not so new, but still amazing – according to market researcher Euromonitor, Brazil, overtaking Japan as the World’ second largest beauty market, the Forbes take.
-On how Mies van der Rohe was commissioned to design the Seagram Building by (among other reasons) paying a compliment to Le Corbusier, a brilliant article in the  London Review of Books by Christopher Turner.
-‘We should honour Pascal, and the long line of pessimistic philosophers to which he belongs, for doing us the incalculably great favour of publicly and elegantly rehearsing the facts of life‘.

CopanSP