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Recent Research
2015-01-30
Midlincoln some popular charts weekly
Asia's Drivers Are Losing to Americans at the Pump
Shale Transformed oil costs curve: Now the oil market is oversupplied, and prices have collapsed, and this chart shows part of the reason why: it made sense at the time.
Which Singapore bank
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2015-01-30
Midlincoln Research: Free Preview Frontier Econ Update Weekly
Lebanon
MPs set to botch presidential election again/.../Lebanese prime minister: Work continues despite lack of president/.../World Bank sees Lebanon economy improving by 2017/.../The largest and oldest cement manufacturer in Egypt: Suez Cemen
2015-01-29
Midlincoln GEMs Equity Model Long/Short Portfolio
Since last rebalancing on 2015-01-15
Countries where we have done well in relative terms include China, Russia, Turkey and Brazil
While countries where we have done poorly in relative terms include India, South Africa, Korea,
Countries where we
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2015-01-29
Midlincoln Research CIS Econ Update
Georgia
/Ziya Mammadov meets with Prime Minister of Georgia/Job growth, gas prices to improve Georgia's economy in 2015 .../../On Charlie Hebdo and a Gold Dome To-Do list/
Armenia
Armenia's President attends opening of Komitas Museum
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2015-01-28
Free Preview: MidLincoln GEMs Fixed Income Queries and Stance Weekly
Changes between Jan 27 and Jan 23
Income Queries and Stance Weekly
Top 20 GEM Sovereign Bonds Yields Climbs Change USD Eurobonds (Losers)
Top 20 GEM Sovereign Bonds Yields Drops Week Change USD Eurobonds (Winners)
Top 10 GEM Corporate B
2015-01-27
MidLincoln Datamine Weekly for Stocks
Some Useful Data Queries for GEM Stocks
GEM Worst performers 52 wks
Change in earnings estimates
Dividend Yield Changes - Last Week Dynamics
Change in 30 Day Average Volume
Top Dividend Yields
Closest Dividend Dates
Cheapes
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2015-01-26
MidLincoln Weekly Econ/Politics Jan 26
Key Country News
Midlincoln Research CRABSTICKS Econ Update
Russia
Ukraine president: phone calls prove rebels attacked Mariupol/.../Russian prime minister Shuvalov says Russians will sacrifice to .../.../IMF cuts global economic growth for
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2015-01-26
MidLincoln Fund Flow Weekly Jan 26
Fund Aggregates
Emerging markets fund flow showed -1315.3 USD mn of outflow.While Frontier Markets funds showed 19.8 USD mn of inflows.
BRAZIL Equity funds showed -47.8 USD mn of outflow.
BRAZIL Fixed Income funds showed 1.5 USD mn of in
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2015-01-26
MidLincoln Bigdata Industry/Sectors Overview
dustry News
Communications Page ..
Soaring dollar hurts emerging markets
Second screen consumption is an opportunity for brands: Mark .../---/Emerging Markets Media Content
Brazil Telecom Oi Rebounds 5% After Big Declines
Association of Mobi
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2015-01-26
Notes from Midwest
S&P Downgrade to Junk - an Official Buy signal for Russian equities.
Just as S&P downgrade of the US rating in August of 2011 was a buying signal for US equities, a simple intuitive analogy can imply that this time the downgrade will signal a buy for Russian stocks. True, there will be some covenants that will put add
2015-01-25
ML Emerging Markets Monthly Strategy Jan 2015
Developed world is in the disglobalisation mode. Iraq and Afganistan wars, Libia and Syria chaos, IS, war in Ukraine, sanctions on Russia and Iran and the most recent incident - Charlie are all the bricks of the disglobalisation.
Globalisation
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2015-01-23
MidLincoln GEMs Equity Portfolio Long Short Picks
Since last rebalancing on 2015-01-15
Countries where we have done well in relative terms include China and Russia
While countries where we have done poorly in relative terms include Brazil, India, South Africa, Korea, Turkey,
Countries where w
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2015-01-23
MidLincoln GEMs Fixed Income Queries and Stance Weekly
(Changes between jan 10 and jan 23)
Top 20 GEM Sovereign Bonds Yields Climbs Change USD Eurobonds (Losers)
Top 20 GEM Sovereign Bonds Yields Drops Week Change USD Eurobonds (Winners)
Top 10 GEM Corporate Bonds Yields Climbs Week Change USD E
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2015-01-23
Midlincoln Research Frontier Econ Update
Lebanon
Lebanese patriarch reiterates call to elect president/.../Lebanon announces 3 days of mourning for Saudi king/.../World Bank sees Lebanon economy improving by 2017/.../Automotive sector in Egypt has a huge growth opportunity, claims .../
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2015-01-22
Midlincoln Research CIS Economics and Politics Update
Midlincoln Research CIS Econ Update
Georgia
/Georgian Prime Minister Joins Solidarity March after Paris Attacks/.../In Georgia, Politics Moves Past Just Black and White/...
Armenia
Gyumri tragedy needs to be fully investigated – presiden
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2015-01-20
MidLincoln Bigdata Industry/Sectors Overview
Key Industry News
Communications Page ..
Soaring dollar hurts emerging markets
Media companies need to wake up to the digital advertising mess/---/Emerging Markets Media Content
Brazil Telecom Oi Rebounds 5% After Big Declines
Microsoft launc
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2015-01-19
MidLincoln Weekly Econ/Politics Jan 19
Midlincoln Research CRABSTICKS Econ Update
Russia
Russia: Ukraine President Rejected Peace Proposal/.../Russian Prime Minister Scorns Fears, But Fails to Present Strategy .../.../Russia's Economic Crisis Has Officially Arrived/.../Micex Rises f
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2015-01-19
Fund Aggregates
Emerging markets fund flow showed -nnn USD mn of outflow.While Frontier Markets funds showed nn USD mn of inflows.
BRAZIL Equity funds showed nnn USD mn of outflow.
BRAZIL Fixed Income funds showed nn USD mn of inflow.
CHINA Equity funds s
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2015-01-16
Midlincoln Research Frontier Econ Update
Lebanon
Geagea: Iran preventing me from becoming president/.../BEIRUT: Former Prime Minister Omar Karami died Thursday .../.../World Bank sees Lebanon economy improving by 2017/.../The leading technology park in Egypt: Smart Village in Cairo/..
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2015-01-15
MidLincoln GEMs Equity Model Portfolio Rebalancing
In this rebalancing we have altered positions in 6 countries out of 7 that we focus on. Russian both long and short positions were left unchanged as well as Turkey Shorts.
Since last rebalancing on 2014-12-11
Countries where we have done we
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2015-01-14
Midlincoln Research CIS Econ Update Jan 14
Midlincoln Research CIS Econ Update
Georgia
Georgia: President Hopes Government Won't Snub His State Of .../.../Georgian President, Estonian Prime Minister meet in Tbilisi/.../.../Foreign Investment in Georgia: Opportunities Abound/.../In Ge
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2015-01-13
MidLincoln Bigdata Industry/Sectors Overview
Key Industry News
Communications Page ..
Soaring dollar hurts emerging markets
Has the threat of Netflix's arrival in Australia been exaggerated?/---/Emerging Markets Media Content
IBM: Noha Sadek's 2015 Trends
Idea Cellular starts operator
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2015-01-12
MidLincoln Weekly Econ/Politics Jan 12
Russia
British PM Cameron, US President Obama to discuss Russia's .../.../Russian Prime Minister Signs Legislation Declaring Transgender .../.../Russia's economic growth rate never to be as before ??� minister/.../Russia's Surgut, Rosneft e
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2015-01-12
MidLincoln Research Aggregates for Funds
Emerging markets fund flow showed -70.3 USD mn of outflow.While Frontier Markets funds showed 5.7 USD mn of inflows.
BRAZIL Equity funds showed xxx USD mn of outflow.
BRAZIL Fixed Income funds showed xxx USD mn of inflow.
CHINA Equity funds sh
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2015-01-10
MidLincoln GEMs Fixed Income Queries and Stance Weekly
Following Fitch action on Russian ratings we are sending out our review of GEM bond data.
Top 20 GEM Sovereign Bonds Yields Climbs Change USD Eurobonds (Losers)
Top 20 GEM Sovereign Bonds Yields Drops Week Change USD Eurobonds (Winners)
Top
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2015-01-09
Midlincoln Research Frontier Econ Update
Lebanon
Lebanon presidential election postponed to Jan. 28/.../Lebanon's first post-war prime minister Omar Karame dead/.../Stable currency, low inflation shield economy: Lebanon bank governor/.../ABI and Banque Atlantique Group: Banking Sector
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2015-01-08
MidLincoln GEMs Model Portfolio Update
Performance update since inception of Feb 3 2014
Countries where we have done well in relative terms include Brazil, Korea, Russia, South ,
While countries where we have done poorly in relative terms include China, India, Turkey,
Countries w
2015-01-07
Midlincoln Research CIS Economics and Politics Update
Georgia
.../Estonian Prime Minister to visit Georgia/.../Economic outlook for Georgia positive in '15/.../Foreign Investment in Georgia: Opportunities Abound/.../International migration boosts Georgia's population growth/.../New Georgian Winery
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2015-01-06
MidLincoln Research Aggregates for Funds
Emerging markets fund flow showed -57.4 USD mn of outflow.While Frontier Markets funds showed 7.8 USD mn of inflows.
2015-01-05
MidLincoln BigData Econ\Politics\Markets Weekly
Russia
Finland wants to continue talks with Russia - president/.../Russia's Prime Minister Warns of 'Deep Recession'/.../What Will Russia's Recession Look Like?/.../Cameron warns Putin against ripping up international rulebook over .../.../Ic
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Lincoln is the Capital of
Nebraska
Did you know?
1.In Nebraska they eat cinnamon rolls with chilli!
Source: Jillian Hall via www.jillianmaryhall.com
Don’t bother serving chili unless it includes a side of cinnamon rolls. There’s nothing like a bite of savory spiciness followed by a nibble of homey sweetness.
Nebraskans who have grown up with this amazing combo are always floored when people from elsewhere have never heard of it. Don’t knock it either–once you try it you’ll wonder how you didn’t think of it before.
2. Aksarben Isn’t A Nonsense Word
Source: Ak-sar-ben River City Rodeo and Stock Show via Facebook
For those not from the place where The Good Life abounds, Aksarben is Nebraska spelled backwards.
Once a gloried race track in Omaha, it’s used in everything from names of businesses to shopping centers to a rodeo and stock show. It’s most prevalent in Omaha, but you’ll still see it other places in the state.
Yeah, it may seem a little silly, but it’s better than Amohalko or Aigroeg, right?
3. Dorothy Lynch Is More Than Just Dressing
Source: www.dorothylynch.com
You’ll know this native condiment of Nebraska by its bright orange hue and big flecks of black pepper throughout. Manufactured in Duncan (population 351), this thick, sweet dressing is a little bit spicy and boasts a homemade taste.
It’s used in home-cooked recipes galore, from marinades to side dishes. Ex-Nebraskans are known to have it shipped to the coasts to satisfy that craving for a taste of home.
4. Nebraskans Don’t Measure In Miles, They Measure In Time
Source: Flickr user Kathleen Waters Photography
Nebraska features a large expanse of interstate and highway roads, but locals don’t measure in miles.
If you ask a Nebraskan how far it is from Lincoln to Grand Island, you probably won’t get the answer “100 miles.” You’re way more likely to hear, “Oh, about an hour and a half.”
With long stretches of road ahead and few cities to slow you down, time is the best way to measure a trip.
5. O’Neill Is The ONLY Place To Celebrate St. Patrick’s Day
Source: O’Neill Nebraska Chamber of Commerce via Facebook
This “Irish Capital of Nebraska” is the only place to go for St. Patrick’s Day. Located in the proverbial middle-of-nowhere in the northern part of the state, O’Neill goes all out for the holiday.
The town explodes with Irish dancers, food and, of course, drinking. Locals paint a shamrock on Main Street and head down to paint the famous “Green Horse from O’Neill” for the parade the Friday before.
If you stop by the Good Timin’ bar you’ll be treated to a gallon milk jug full of green keg beer for around $4. It’s a down-home party only Nebraskans could throw.
6. Every Small Town Has A Rival
Source: Flickr user The People’s Tribune
If you live in Central City, you hate Aurora and you can’t wait to beat the pants off them come football season. The same goes for Cozad and Gothenburg.
Even though the only difference outsiders notice is that one town probably has a drive-in called Dairy Cream while the other has one called Dairy King, the natives will quickly expound on the differences in each community and why theirs is superior.
7. Husker Game Day Is A Hallowed Event
Source: Flickr user Dave Williss
Pretty much everything in Nebraska comes to a halt on Saturdays during football season. Memorial Stadium becomes the third largest city in Nebraska, and every television is set to the same channel.
Weddings, festivals and birthday parties are planned with Cornhusker games in mind. Don’t try to have a garage sale or any other kind of event on game day–it’s just not happening.
8. Nebraskans Have Perfected The Art Of The Road Trip
Source: Flickr user shannonpatrick17
Nebraska may be known as flyover country, but get out on the open road and there’s plenty to find–from the picturesque and beautiful sandhills up North to the banks of the Platte River.
The locals know which small towns boast the best cafes, where to find the perfect antique market and which small-town festivals shouldn’t be missed. With plenty of highways and backroads, you never know what you’ll run into on the plains of Nebraska.
9. Arbor Lodge State Historical Park Is More Beautiful Than Any Other Place On Earth
Source: Arbor Lodge State Historical Park via Facebook
Home of Arbor Day, Arbor Lodge is a popular destination for weddings and weekend getaways. One look and you can see why. The beautiful trees, breathtaking rose garden and stately Lodge are certain to rival any other destination in terms of aesthetic appeal.
Located near Nebraska City, autumn is definitely the best time to visit. Fall colors, leaves and apples abound, making it the place Nebraskans flock to for a charming local getaway.
10. It May Be 70 Degrees Today, But It’s Snowing Tomorrow
Source: Flickr user shannonpatrick17
You’ve heard the old adage ”If you don’t like the weather wait five minutes,” but in Nebraska it holds true.
It’s not out of the ordinary to go from wearing a parka to shorts in the same day. There are legitimately consecutive days with temperature differences of 70 degrees. Nebraskans are so used to it they plan outdoor events in advance anyway–now that’s hardcore.
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