Hints and tips:
...Futures trading has boomed in recent years as rising US government borrowing has boosted the supply of bonds and leveraged investors have increasingly traded the so-called “basis” to profit from the tiny...
...But executives think AI could improve supply chains and production....
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...(b) Returns implied by the stock market equal only est. half of Citi’s target. For those looking for a “margin of safety” for an investment—we believe Citi looks like a stock to own....
...When a courier received a receipt, all they saw was an anonymised route from A to B, alongside the number of miles and what they were paid....
...Companies with double B or B plus debt ratings have received solid demand, while lower-rated single B and triple C rated companies have been forced to go to private credit lenders for financing....
...So part of why rates are staying high is (a) the amount of issuance and (b) most people are like, “Wow, five and a half staying in the front end with no risk?”...
...Many of the largest names in the US solar industry have shared Sunrun’s pain as higher interest rates, cost inflation, California regulatory changes and supply chain issues have checked much of the momentum...
...Cobalt Red: How the Blood of the Congo Powers Our Lives by Siddharth Kara (St Martin’s Press/Macmillan) An important investigation of the filthy end of the supply chain that links the developed world’s...
...It is a major American maker of the less-geopolitically-sensitive kind of chips, meaning it supplies fast food restaurants with frozen french fries....
...“Vladimir Putin is also the CEO of Russia Oil Inc and he understands the dynamics of the market very well,” Yergin said....
...And it makes sense that margins might be normalising, because supply chains already have....
...Amid a preponderance of rather uninspiring rock acts, US rappers were in short supply....
...It’s stayed out of the Trans-Pacific Partnership (TPP), for which the US led negotiations under George W Bush and Barack Obama but then abandoned under Trump....
...Perhaps this reflects a bet that Russian instability will constrain global energy supply....
...We estimate credits enable >$3Bn in cash on B/S by 2026, ie 25% of market cap or $28/sh. We believe this level of cash on B/S from IRA is unappreciated by the Street....
...Tim Cook was already battling one of the biggest disruptions to Apple’s crucial supply chain operations in China since the onset of the global pandemic when the tweet tirade began....
...Goldman Sachs forecasts a demand leap this year of 2.7mn b/d, pushing oil prices back above $100 a barrel....
...“If Apple isn’t building a plan B, it could be an absolutely historic mistake,” said Manuel Muñiz, dean of IE School of Global and Public Affairs in Madrid....
...to George W Bush’s White House....
...McNally, a former adviser to US President George W Bush and head of Rapidan Energy Group....
...Already this emergency supply buffer was now down to a “historically low” 2mn b/d, noted Morgan Stanley....
...where needed to secure additional supplies,” Revlon wrote in its bankruptcy declaration last week....
...I worked for President George W. Bush. 2001 to 2003, we had our energy price and our oil price scares as well. We used to joke, Bob, go get the magic wand to make oil prices go down....
...Cost inflation stemming from supply chain and labour constraints are also deterring companies from more drilling....
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