Kenny
- 7 days ago
- 1 min
The rates curve has gone crazy
So, none of this makes sense anymore. For a long time, offshore financing - which was predominantly priced off the LIBOR or overnight...
Kenny
- Sep 17
- 4 min
An obedient, housebroken dog
"Let us say that you own a small airline company." You are a very modern person; having attended many conferences and spoken to...
Kenny
- Aug 27
- 2 min
Sometimes it's not all about the money
It's a hot day. And I was looking for a tailor who can attach an additional button on one of my relatively-more-expensive Polo shirts. I...
Kenny
- Aug 21
- 3 min
If both sides are motivated to get the deal done, it will be done
Many years ago, after completing a USD 2 billion cross-border deal, I was invited to share some of my takeaways (confidentially of...
Kenny
- Aug 6
- 1 min
Soft skills, soft skills.
[Adapted from something I saw off the Internet recently.]
Kenny
- Jul 30
- 5 min
Brand equity is everything
The Lamborghini brand sixty years ago was not known as the luxury car brand it is commonly associated with today. They were actually...
Kenny
- Jul 24
- 4 min
Sitting in a glass box
Management is: Get it done, follow-up, discipline, planning, analysis, facts, facts, facts. It’s [getting] the right people in the room,...
Kenny
- Jun 18
- 2 min
Policy error?
If the Central Banks got it wrong on monetary policy, can we also assume that the valuation models that we have done and relied on for...
Kenny
- Nov 17, 2021
- 1 min
If you don't like enough of what you do...
As we evolve over our careers, the relative importance of money diminishes along with savings, paying off huge upfront costs (new house,...
Kenny
- Oct 10, 2021
- 2 min
Lessons on money that I'd learned in the past 40 years
Inspired by a tweet that I'd read elsewhere, I decided to adapt the content and pen this. Best way to solve money problems at home is...