*** Nomura [update] ***

[stoje_i_patrze]

napisalem to gdieś indziej. przeklejam tutaj:

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Remember the great presentation from NOMURA?

now, they've updated it:

HIGHLY RECOMMENDED
(pdf warning)
www.csis.org/media/csis/events/090326_koo_presentation.pdf
here is the audio also:
media.csis.org/er/090326_koo.mp3
source: declineandfallofwesterncivilization.blogspot.com/2009/04/second-presentation-by-richard-koo.html

Here is the old one:
www.csis.org/media/csis/events/081029_japan_koo.pdf
source: declineandfallofwesterncivilization.blogspot.com/2009/03/richard-koo-presentation.html

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komentarz

[stoje_i_patrze]

Cytatollowing on the first talk given by richard koo of nomura bank at the
center for strategic and international studies dated late october 2008, the same
folks at CSIS have kindly offered a second from late march 2009.

there are significant and important updates in data and outlook, and koo is only
further convinced by events in the intervening five months that we are in fact
facing a globalized balance sheet recession spanning several developed economies
more serious than the isolated example of japan 1990-2005. his analysis of the
collapse in demand for funds