The Leyendecker View: Investment Banking Consolidation Coming?«Back



Interested in receiving our newslettersClick here to sign up.



The Leyendecker View: April 17, 2020


We learn from history that man can never learn from history.
- George Bernard Shaw
 

SOME GOOD NEWS

Safe, clean, next-gen nuclear is coming
If we’re willing to accept it.
 
Plastic recycling about to experience a positive step change
So suggests a French company.

Actor/auteur Tyler Perry shows Hollywood
How to do the right thing.
 
A VIEW FROM OUR SERVICE MARKETS
 
Investment banking consolidation may be coming
Thanks to the current crisis.
 
No wasting time for making capital calls
PE investors grabbing what they can fast.
 
Distressed investors eyeing mortgage trusts
With a growing number of distressed sellers.
 
The ticking time bomb
After a 10-year bull market, government pensions are still under water.
 
THE CAREER VIEW
 
Millennials challenged by back-to-back crises
Will they need to be the next Greatest Generation?
 
Making effective decisions
And fewer errors.
 
Working from home tips
For some it’s easy, for lots it’s not.
 
WHEN TO OPEN THE ECONOMY
 
Germany’s plan to reopen
Leisure and hospitality left out for now.
 
America isn’t prepared to reopen the economy
Some suggest we need more testing and tracking first.
 
If we don’t open the economy soon
We set the stage for a modern-day Great Depression.
 
THE ECONOMIC VIEW
 
SBA: Paycheck Protection Program report
How much has been lent and where, as of April 13.
 
Power usage is way down
Not a lagging economic indicator.
 
A view from space
China has not started to rebound.
 
The great lockdown
IMF projects worst economic contraction since Great Depression.
 
THE NEXT NORMAL
 
Autocrats love coronavirus
Emergency contagion measures erode democracy.
 
My girlfriend is a chatbot
Relationships of the future?
 
The coming age of dispersion
Neo-feudalism or a better world?
 
HOW ABOUT A BREAK
 
Fall asleep in 2 minutes
A trick especially great for naps.
 
Take a “nature pill”
20 minutes in nature helps relieve stress.
 
Hacking your dreams at MIT
Can they make my real life a better dream?
 
FROM THE HEADHUNTER’S KITCHEN
 
Orecchiette with sausage and broccoli
I use spinach instead of broccoli.
 
THOUGHTS FROM DOUG:
 
The longer the party lasts, the worse the hangover. Now the Fed is serving up bloody Mary’s!
 
Acting rich and looking rich may soon go out of fashion.
 
The tsunami of money coming from governments will not cause inflation…for now.
 
Where do governments get all this money? If supply is unlimited, what is money really worth?
 
China is now quietly testing nukes? Don’t they realize how little the world trusts them already?
 
The future is no longer tomorrow, it’s today. 2019 was a decade ago.
 
If the US Postal Service needs $89B for a bailout, then I deserve at least a billion. 
 
Over 60 and retired ain’t lookin’ like fun.
 
IN CASE YOU MISSED IT
 
The Leyendecker View: East Coast Media Backs Trump??
April 10, 2020
 
The Leyendecker View: Four Timelines to the Next Normal
April 3, 2020
 

  •  
    • LEAVE YOUR COMMENT BELOW
    • Name:
    • Email:
    • URL:
    • Comments:
    •