Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Equity Bottom-Up

<p>* Commodity prices are in the tank, and producers are feeling the pinch. US grain producers, as a result, are struggling to repay their debt.</p><p>* John Deere Capital Corporation (JDCC) has been creative in this challenging environment  - pulling forward nearly 2.5 years of demand for farm machinery just as NIMs and credit quality have each seen a more permanent degradation. No doubt players such as: Mahindra &amp; Mahindra (MM.IN) and Kubota (6326.JP) too are experiencing the same and behaving similarly…</p>

* Commodity prices are in the tank, and producers are feeling the pinch. US grain producers, as a result, are struggling to repay their debt.* John Deere Capital Corporation (JDCC) has been creative in this challenging environment  - pulling forward nearly 2.5 years of demand for farm machinery just as NIMs and credit quality have each seen a more permanent degradation. No doubt players such as: Mahindra &amp; Mahindra (MM.IN) and Kubota (6326.JP) too are experiencing the same and behaving similarly…

United States

DuPont Fabros Technology Inc. is a real estate investment trust and owner, developer, operator and manager of wholesale data centers.  The Company's data centers are used primarily by national and international technology companies to house, power and cool the computer servers that support many of their most critical business processes.

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Dupont Fabros Technology (DFT US)

Deere & Company – In the Headlights

* Commodity prices are in the tank, and producers are feeling the pinch. US grain producers, as a result, are struggling to repay their debt.* John...

Thomas J. Monaco

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