(no subject)
the silcon valley boys will be here today , to discuss how to make money in the future. any ideas that you would like to bounce off them?
Sony . I think i caught the flue . In the near future, downsize and sell on tops( volatility, spreads, etc) Medium term: weak growth prospects- buy disruptive tech, Focus on trends that will reshape the world ( including migration flows ) Long term : buy land and grow crops and become wise
Ariane de Rothschild
Nothing from Rockefeller ( and no surprise there - total waiste of time) The weather is totally impossible- hate the cold
Ariane de Rothschild
Both places ice cold
B in Paris and a disaster, so much so that i will stay at Azzedine s place tomorrow - tired of handling him
Had lunch with Tom Kalaris 2 days ago . Super smart man . He asked the only really interesting question : are you bored in this job ? Loved it
Ariane de Rothschild
Did you see their scandal in Brasil?
Ariane de Rothschild
Thank you - very kind. Azzedine has prepared the room and is happy to play my mom. But thk you very much
Ariane de Rothschild
hope you get some rest.. not likely i guess. . did goldman come with valuatiion? . any more from rockefeller.?
cold in paris or geneve?. . hows B . better or worse?
Haha i hope that!!
For Tidjane, yes agree with you, although board will be in a very difficult position as well as they are officially in line with his strategy
Ariane de Rothschild
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you are also welcome to my apt. valdson is there it would be private. no one the wiser
he is certainly closer to mom -like than me. . I think if the credit suisse breaks 10 on the downside , tidjeane is gone.