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twitter.com/timseymour
New York, NY
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Founder and Managing Partner at Seygem Asset Management and a CNBC contributor.
2,377 Posts by timseymour
2,377 Posts by timseymour
#FED (Ben) on Weds will b jawboning on jawboning process more than substance. Agree w/FT article going round this aft re: FED transparency
#US Housing clearing? Log-jam on foreclosures finally thawing as banks see prices improve + there some states w/judges who finally get it!
EM reaching exhaustion(selling) point. Pundits last few days talking about move in EM. Where u been?? EM been dicey since mid-Feb.
Lots of noise in the media from sources that don’t know Turkey | Emerging Markets | Emerging Money
emergingmoney.com/analysis/lots-of-noise-in-the-media-from-sources-that-dont-know-turkey/
India's Apollo Tyres buying Copper Tires $CTB for 40% premium to 30d weighted avg/stock. EM players remain on the bid for iconic US brands
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