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Barrels & Bondholders: Venezuela
America is now the referee, banker, & customer in Caracas
Aug 31
•
Matt Sterett
7
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Buenos Flares
“One day it'll come out that the CIA infiltrated Western consulting firms and convinced Saudi to blow its wealth on LIV Golf, The Line, domestic soccer…
Aug 25
•
Matt Sterett
9
Underwriting the Ecosystem
“The captive's real raw material is the parent's credit rating” - Grant's Interest Rate Observer
Aug 16
•
Matt Sterett
13
Hedging Intelligence
“It is hard for us … to even see a scenario … that would see us losing one dollar in any of those transactions” - Joseph Cassano, president of AIG FP…
Aug 10
•
Matt Sterett
16
1
Margins
“This isn't the last situation I will have to deal with this week” - John Tuld (Margin Call)
Aug 3
•
Matt Sterett
10
Beyond the Meter
“Tell me what you pay attention to & I will tell you who you are” - José Ortega y Gasset
Jul 24
•
Matt Sterett
7
Disruptions & Derivatives
“Compute is the new oil.
Jul 17
•
Matt Sterett
7
4
Tokens & the New Oil
“The energy sector is often viewed as one that should be traded - and isn’t investable - like other sectors” - Toby Loftin
Jul 14
•
Matt Sterett
6
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Reserve Report
"... the major obstacle to the development of new supplies is not geology but what happens above ground: international affairs, politics, investment and technology" - Daniel Yergin
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