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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?
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EFTA00825173
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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
On 20 Jun 2016, at 12:00, jeffrey E. jeevacation@gmail.com wrote:
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?
Nothing from Rockefeller ( and no surprise there - total waiste of time) The weather is totally impossible- hate the cold
Ariane de Rothschild
On 21 Jun 2016, at 11:39, jeffrey E. leevacation®gmail.com> wrote:
hope you get some rest.. not likely i guess. . did goldman come with valuatiion? any more from rockefeller.?
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
On 21 Jun 2016, at 11:57, jeffrey E. leevacation@gmail.com> wrote:
cold in paris or geneve?. . hows B . better or worse?
Did you see their scandal in Brasil?
Ariane de Rothschild
On 21 Jun 2016, at 16:02, jeffrey E. jeevacation@gmail.com wrote:
EFTA00825172
http://www.nytimes.com/2016/06/21/business/dealbook/credit-suisse-chief-contends-with-growing-
tensions-and-a-sinking-stock.html?
hpw&rref=business&action=click&pgtype=Homepage&module=well-region®ion=bottom-
well&WT.nav-bottom-well
Thank you - very kind. Azzedine has prepared the room and is happy to play my mom. But thk you very much
Ariane de Rothschild
On 21 Jun 2016, at 16:15, jeffrey E. jeevacation@gmail.com wrote:
you are also welcome to my apt. valdson is there it would be private. no one the wiser
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
On 21 Jun 2016, at 16:19, jeffrey E. jeevacation@gmail.com wrote:
he is certainly closer to mom -like than me. . I think if the credit suisse breaks 10 on the downside , tidjeane is gone.
hope you get some rest.. not likely i guess. . did goldman come with valuatiion? any more from rockefeller.?
On Tue, Jun 21, 2016 at 1:45 AM, I> wrote: 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
On 20 Jun 2016, at 12:00, jeffrey E. jeevacation@gmail.com wrote:
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?
cold in paris or geneve?. . hows B . better or worse?
On Tue, Jun 21, 2016 at 5:45 AM, I> wrote: Nothing from Rockefeller ( and no surprise there - total waiste of time) The weather is totally impossible- hate the cold
Ariane de Rothschild
On 21 Jun 2016, at 11:39, jeffrey E. leevacation®gmail.com> wrote:
hope you get some rest.. not likely i guess. . did goldman come with valuatiion? any more from rockefeller.?
EFTA00825172
http://www.nytimes.com/2016/06/21/business/dealbook/credit-suisse-chief-contends-with-growing-
tensions-and-a-sinking-stock.html?
hpw&rref=business&action=click&pgtype=Homepage&module=well-region®ion=bottom-
well&WT.nav-bottom-well
On Tue, Jun 21, 2016 at 9:48 AM, [REDACTED] < [REDACTED] > wrote:
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
On 21 Jun 2016, at 11:57, jeffrey E. leevacation@gmail.com> wrote:
cold in paris or geneve?. . hows B . better or worse?
you are also welcome to my apt. valdson is there it would be private. no one the wiser
On Tue, Jun 21, 2016 at 10:10 AM, [REDACTED] < [REDACTED] > wrote:
Did you see their scandal in Brasil?
Ariane de Rothschild
On 21 Jun 2016, at 16:02, jeffrey E. jeevacation@gmail.com wrote:
EFTA00825172
http://www.nytimes.com/2016/06/21/business/dealbook/credit-suisse-chief-contends-with-growing-
tensions-and-a-sinking-stock.html?
hpw&rref=business&action=click&pgtype=Homepage&module=well-region®ion=bottom-
well&WT.nav-bottom-well
he is certainly closer to mom -like than me. . I think if the credit suisse breaks 10 on the downside , tidjeane is gone.
On Tue, Jun 21, 2016 at 10:18 AM, [REDACTED] < [REDACTED] > wrote:
Thank you - very kind. Azzedine has prepared the room and is happy to play my mom. But thk you very much
Ariane de Rothschild
On 21 Jun 2016, at 16:15, jeffrey E. jeevacation@gmail.com wrote:
you are also welcome to my apt. valdson is there it would be private. no one the wiser
strategy yes, interpersonal - dont think so. . cant do a stock deal with them under any circumstances for quite a while. the shares trade only approx 3m shares per day. you would own a full month or more of total trading volume. high volatility so it would take you 60 days or more to get out. . trying a secondary with the stock in the toilet after he raised money at 20 . you would not be first in line.... it also looks like they will need a great deal more of capital. we should explore plan b,c,and d
On Tue, Jun 21, 2016 at 10:57 AM, > wrote:
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
On 21 Jun 2016, at 16:19, jeffrey E. jeevacation@gmail.com wrote:
he is certainly closer to mom -like than me. . I think if the credit suisse breaks 10 on the downside , tidjeane is gone.
Yes agree with you. Unless he goes through a full capital increase like The BNS is asking But a killer for all
Ariane de Rothschild
On 21 Jun 2016, at 17:25, jeffrey E. jeevacation@gmail.com wrote:
strategy yes, interpersonal - dont think so. . cant do a stock deal with them under any circumstances for quite a while. the shares trade only approx 3m shares per day. you would own a full month or more of total trading volume. high volatility so it would take you 60 days or more to get out. . trying a secondary with the stock in the toilet after he raised money at 20 . you would not be first in line.... it also looks like they will need a great deal more of capital. we should explore plan b,c,and d