Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

<ul>
<li style="text-align: justify;">Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance art.</li>
<li style="text-align: justify;">As the lack of policy coherence or even consistency becomes painfully clear, investors risk a degree of buyer’s remorse, reflected in the stalling USD, financials etc. rallies.</li>
<li style="text-align: justify;">
Globally, the macro and inflation data surprise indices have spiked further YTD - the turnaround in the Eurozone is the most impressive and least expected by the consensus or…</li>
</ul>


Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance art.
As the lack of policy coherence or even consistency becomes painfully clear, investors risk a degree of buyer’s remorse, reflected in the stalling USD, financials etc. rallies.

Globally, the macro and inflation data surprise indices have spiked further YTD - the turnaround in the Eurozone is the most impressive and least expected by the consensus or…


'America First' Agenda Remains Contradictory, Vietnam Trip Notes…

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

<ul><li>The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last six years.</li><li>It remains to be seen what plans the incoming administration will bring to this area.</li><li>However, new regulatory proposals and other developments continue to present a complicated regulatory climate for banks and other large financial institutions.</li></ul>

The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last six years.It remains to be seen what plans the incoming administration will bring to this area.However, new regulatory proposals and other developments continue to present a complicated regulatory climate for banks and other large financial institutions.

The New Future of US Banking and Financial Services Regulation

Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process. History suggests, however, that the policies of candidates can be a predictor of likely regulatory trends.

Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process. History suggests, however, that the policies of candidates can be a predictor of likely regulatory trends.

Implications of the 2016 Election for Banks and Systemically Important Financial Institutions

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Vornado Realty Trust / Technical Analysis

Chartonics  Friday 2 September 2016To view click on this link: <a href="http://www.screencast.com/t/PLkxgq2WFM" target="_blank">http://www.screencast.com/t/PLkxgq2WFM</a> 5:15 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/012/644/original/CPG%20FRONT%20COVER.png?1472799884" class="editor-image img-responsive" data-smartkarma-image-id="12644"></figure><div class="content-caption">NFP trade webcast</div>NFP positioningWe used mild strength this week to reduce a margin of long exposure while focusing more on pair trades during increased volatility in September. We recently adjusted positioning as noted in Monday's report and sold our Thailand long (break of pivot support) for a gain of 8%, Thai bank long exited at flat. Took off our DJI long for a meager 100 point gain…

Chartonics  Friday 2 September 2016To view click on this link: http://www.screencast.com/t/PLkxgq2WFM 5:15 min.NFP trade webcastNFP positioningWe used mild strength this week to reduce a margin of long exposure while focusing more on pair trades during increased volatility in September. We recently adjusted positioning as noted in Monday's report and sold our Thailand long (break of pivot support) for a gain of 8%, Thai bank long exited at flat. Took off our DJI long for a meager 100 point gain…

Chairman, sgtradex

Tan Chin-Hwee

Chairman

<blockquote>“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences of a Stock Operator, 1923</blockquote>My first day at <a href="https://en.wikipedia.org/wiki/Amaranth_Advisors" target="_blank">Amaranth </a>could have been my last.After my Masters at Yale back in 2003, I joined this American multi-strategy Hedge Fund in Greenwich, Connecticut. It was my very first experience working in the rough-and-tumble world of a trading floor in the global hedge fund industry. I rescinded my trading position back in…

“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences of a Stock Operator, 1923My first day at Amaranth could have been my last.After my Masters at Yale back in 2003, I joined this American multi-strategy Hedge Fund in Greenwich, Connecticut. It was my very first experience working in the rough-and-tumble world of a trading floor in the global hedge fund industry. I rescinded my trading position back in…

10 Years' Anniversary of the Collapse of Hedge Fund Amaranth - Reminiscences of a Stock Operator

United States

First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management in urban, coastal markets in the U.S. First Republic delivers relationship-based service by providing a single point of contact for all of its services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

First Republic Bank (FRC US)

'America First' Agenda Remains Contradictory, Vietnam Trip Notes…

Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...

Sean Maher

The New Future of US Banking and Financial Services Regulation

The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last...

Dechert LLP

Implications of the 2016 Election for Banks and Systemically Important Financial Institutions

Campaign promises rarely turn into specific actions, but when they do, they are necessarily impacted by the dynamics of the legislative process....

Dechert LLP

NFP Positioning and Trade Points

Chartonics Friday 2 September 2016To view click on this link: http://www.screencast.com/t/PLkxgq2WFM 5:15 min.NFP positioningWe used mild strength...

Thomas Schroeder

10 Years' Anniversary of the Collapse of Hedge Fund Amaranth - Reminiscences of a Stock Operator

“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences...

Tan Chin-Hwee

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)