Swen Lorenz

Titan Inv Partners 3Q 14 Global Macro Report now out

Titan Inv Partners 3Q 14 Global Macro Report now out

1 mins. to read

“At heart, we simply live by the adage – “buy low and sell high” and apply professional risk measures over that to ensure we stay around to benefit from the well-worn greed-fear cycle.” These were the closing comments from us at the end of our inaugural year here at Titan. It is fair to say…

The morning news update with Melrose Industries, BTG, Coms and Quindell

The morning news update with Melrose Industries, BTG, Coms and Quindell

1 mins. to read

FTSE 100 Melrose Industries (MRO) – has signed an agreement for the disposal of Bridon to the Ontario Teachers’ Pension Plan. The total consideration of £365 million on a debt and cash free basis is payable in cash on completion subject to customary adjustments. Smith & Nephew (SN.) – top-line results from a Phase 3…

James Faulkner on QE – a Poisoned Chalice

James Faulkner on QE – a Poisoned Chalice

4 mins. to read

“The US government has a technology, called a printing press (or, today, its electronic equivalent), that allows it to produce as many US dollars as it wishes at essentially no cost,” – Ben Bernanke In recent times the printing press has been the ‘get out of jail card’ for the authorities. Could it ever occur…

The morning news update with Tullow Oil, Telecom Plus and Mobile Streams

The morning news update with Tullow Oil, Telecom Plus and Mobile Streams

2 mins. to read

FTSE 100 Tullow Oil (TLW) – the Sputnik-1 well, targeting a pre-salt structure in Gabon’s offshore Arouwe block, has encountered non commercial hydrocarbon pay in up to 300 metres of net sandstone reservoir. Has also completed the sale of 53.1% of its Schooner unit interest and 60% of its Ketch asset in the UK Southern…