Usmanov

[catcherintherye]

I was speaking with and ex city trader the day after the Brexit vote, the markets plummeted but he said, there will be lots and lots pf people that have made a packet of cash on the back of that. The markets require movement for people to make money, steadyish movements make it predictable, big volatile movements still allow for money to be made but also allow for some big losses too. Ally will be ok.

Traders seek out volatility.

 

[Axlswhk]

His investments in Russia and China will serve him well. Both will emerge stronger from this. The US looks to be getting routed though, and you would expect the dollar to be further devalued. I wonder what impact on venture capitalists from America?

Dollar is doing well now? No? In times of crisis, USD always do well isn’t it?

 

[arch stanton]

Traders seek out volatility.

you're quite right, because they are that type of risk taking characters. Static markets are no good for anyone was the point I was trying to make.

 

[tommytowne]

Probably fell out of his loose change pocket and went down the back of the couch.

And hit Boys Pen Bill on the head as he scurried about trying to find what was left of the Arteta money.

 

[blueblue]

His investments in Russia and China will serve him well. Both will emerge stronger from this. The US looks to be getting routed though, and you would expect the dollar to be further devalued. I wonder what impact on venture capitalists from America?

Trump is in a panic to get the economy working again as without a strong economy he has probably zero chance of being reelected.
The risk there is that opening the country too soon may result in the virus spreading completely out of control and that could then cause the American economy to implode.
There certainly will be winners and losers as a result of this pandemic but it is hard to see how any country which doesn't act responsibly will come out well.

Liverppol, Utd , Arsenal and others need to hope that their owners do not need to bleed them completely dry to bolster their other enterprises which may be struggling.

We are not American owned but we may also be vulnerable to the same risk but as you say there are opportunities in the Far East for people like Moshiri and Usmanov to make even more money.

 

[catcherintherye]

Trump is in a panic to get the economy working again as without a strong economy he has probably zero chance of being reelected.
The risk there is that opening the country too soon may result in the virus spreading completely out of control and that could then cause the American economy to implode.
There certainly will be winners and losers as a result of this pandemic but it is hard to see how any country which doesn't act responsibly will come out well.

Liverppol, Utd , Arsenal and others need to hope that their owners do not need to bleed them completely dry to bolster their other enterprises which may be struggling.

We are not American owned but we may also be vulnerable to the same risk but as you say there are opportunities in the Far East for people like Moshiri and Usmanov to make even more money.

I have written something on the main page outlining some of this, I didn't go into enormous detail on others as it wasn't really the time for it (it was long enough already!) but you are right to highlight those 3. Each of them are within the classical venture capitalist from the US approach. We have already seen what the last recession (much shallower than I believe this one will be) did to Hicks and Gilette. Them went from funding Liverpool quite expansively, to very quickly looking raise funds from the club to cover other losses.

All of them will say the right things, but a significant initial shock can cause people to start panicking. Each of them have investments in the US sports they want to protect. FSG have been very aggressive in their approach with Boston Red Socks on player trading, at times being happy to put in short term pain for long term gain.

As for Trump, what he's doing looks an unbelievable risk. Even before this outbreak he was polling behind Biden and Sanders. He will be further behind now. A massive recession and he's toast. Desperate people take big risks.

My hunch would be, that re-opening will spike the deaths and cases further. To levels higher than even China. Panic will again set in and the markets will continue to crumble.

If I were a fan of any of the above 3, for differing reasons I'd be very worried.

 

[catcherintherye]

you're quite right, because they are that type of risk taking characters. Static markets are no good for anyone was the point I was trying to make.

Usmanov seems to play the long game a fair bit. Every will lose money in this crisis, but relatively speaking he will still have an enormous amount of wealth, and his liquidity in a deflationary situation will give him enormous power.

 

[catcherintherye]

Dollar is doing well now? No? In times of crisis, USD always do well isn’t it?

The level of QE the US are doing will see the dollar continuing to lose value. Not relative to the pound (we are getting annihilated) but I think there will be a move fro the far east to continue to buy a lot of this debt. If Trump goes the way he is, I see it declining more.

 

[mahermi1]

Probably fell out of his loose change pocket and went down the back of the couch.

If it's down the back of the couch, no worries Bill Kenwright will find it.lol

 

[degsy]

The whole world has lost trillions of dollars.

In all seriousness though FSG could be a big trouble with the American stock market collapsing.

Oh no, say it aint so.

 

[Tipp blue]

The whole world has lost trillions of dollars.

In all seriousness though FSG could be a big trouble with the American stock market collapsing.

Oh no please not FSG.

 

[bcblue1878]

I have written something on the main page outlining some of this, I didn't go into enormous detail on others as it wasn't really the time for it (it was long enough already!) but you are right to highlight those 3. Each of them are within the classical venture capitalist from the US approach. We have already seen what the last recession (much shallower than I believe this one will be) did to Hicks and Gilette. Them went from funding Liverpool quite expansively, to very quickly looking raise funds from the club to cover other losses.

All of them will say the right things, but a significant initial shock can cause people to start panicking. Each of them have investments in the US sports they want to protect. FSG have been very aggressive in their approach with Boston Red Socks on player trading, at times being happy to put in short term pain for long term gain.

As for Trump, what he's doing looks an unbelievable risk. Even before this outbreak he was polling behind Biden and Sanders. He will be further behind now. A massive recession and he's toast. Desperate people take big risks.

My hunch would be, that re-opening will spike the deaths and cases further. To levels higher than even China. Panic will again set in and the markets will continue to crumble.

If I were a fan of any of the above 3, for differing reasons I'd be very worried.

The rate the numbers are increasing, New York on its own could soon have figure higher than either Spain or Italy! Scary stuff!

 

[number4.]

FSG, Kronke will certainly be seriously exposed when all this washes up; The Glazers will probably accelerate their bleddin of Man United as they probably won't have the option to sell at the kind of figures mentioned previously.

The nightmare surely has to be tottenham - they have a massive mortgage on a shiny new house, facing no CL football, which appears to be a must for them & a squad with a huge amount of short contracts etc

 

[monty]

Shame about the US market, isn't that the thriving economy we were setting up lots of trade deals post brexit. Trump has gambled with the entire western world making his despotic actions equate to Nero burning Rome

 

[catcherintherye]

The rate the numbers are increasing, New York on its own could soon have figure higher than either Spain or Italy! Scary stuff!

I just got back from New York. It would be scary if they opened that up again.