Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...Email me: robert.armstrong@ft.com....
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
...Surely Zuck et al can make money — serious money — out of messaging software with two billion users. I disagree on the Metaverse, though. It is not “free”....
...et al v....
...al — arrived....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...Just enjoy our products and show some damn gratitude. Live long and prosper. Well, live long anyway....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...Ask IWC, Breitling, Montblanc, Bulgari, Gucci, Frédérique Constant et al why they have made “connected” watches this year and they will all say smartwatches are the next big thing....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...The latest case, Google v Joffe et al, involves a class action suit stemming from the company’s illicit collection of snippets of information from WiFi networks in homes that its StreetView cars were passing...
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...Bayer is less well known than his contemporaries at the Bauhaus – Walter Gropius, Wassily Kandinsky, László Moholy-Nagy et al – perhaps because, having emigrated from Germany in 1938, he spent so much of...
...You see, Bill Gross et al sell bonds, via bond funds. But what they have really been selling for the last decade is a sort of investment intellectualism....
...Citi’s Yeung et al make one last and very interesting point....
...While the black taffeta evening gowns and sturdy looking peacoats on Karlie Kloss et al shouted winter, the models’ peachy complexions were all spring – try Bobbi Brown’s Sheer Color Cheek Tint in Sheer...
...Reading my newspaper over coffee this morning, I almost fell out of my chair while perusing a tech story on Google, Amazon et al, which ended with the following observation: “Google, Microsoft and Amazon...
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