Trade Notes: buy Louis Dreyfus?

This is a much older story, first breaking in late September that has since gone into silent mode — probably as the deal-making is done or is killed by the majority owner.  Essentially, the 150-year old trader Louis Dreyfus Commodities is hoping to reinvent itself from a flow-trader agency trading commodities to someone who can bet its own balance sheet.  Continue reading “Trade Notes: buy Louis Dreyfus?”

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Trade Notes: Start Trawling for Macquarie Assets Disposals?

Source: Wilkinson Architects

Hard assets that pay reliable income are a pretty good idea at the best of times — especially if you’re not the greedy kind of investor — but right now, they are a bloody good idea.  Gross and El-Erian’s “new normal” predicates the ownership of real assets with stable and secure income.  Factor in the possibility of Renee Haugeruud’s “inverse stagflation” entailing under-performing traditional paper assets — like stocks & bonds — and soaring real asset values and you get the picture. Continue reading “Trade Notes: Start Trawling for Macquarie Assets Disposals?”