Hints and tips:
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...But it takes short-sighted self-interest to a whole new level for Poland et al to threaten to smash apart the mechanisms of the single market and the EU’s common trade policy because of the short-term impact...
...So Leo, do you think Japan Inc, despite all this demographic stuff, has reason to be cautiously optimistic?...
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
...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....
...The prospect of twelve people even potentially controlling most of the economy poses a legitimacy and accountability issue of the first order.”...
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
...You can understand why the US et al would make a big fuss about Russia avoiding its sanctions by flogging knockdown oil to India or cheap gas to China — though I would note in passing that Russia’s imperialist...
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
...Former US vice-president Al Gore and financier David Blood are launching a climate change asset manager that will largely focus on private markets....
...(FT, CNN) Coronavirus digest The global economy will contract by 5.2 per cent this year, according to the World Bank, with emerging economies set to shrink for the first time in at least six decades....
...But DAPL’s fate lies in the hands of the American public....
...“The spread of RISC-V in China could be the gateway to global adoption,” said Shumpei Kawasaki, chief executive of foundation member Software Hardware Consulting, a chip design concern with Japanese, American...
...The Big Three’s economies of scale will continue rising for years, luring more assets....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Read the FT editorial board’s article on why hedge funds are struggling to find their place in the new economy....
...WPP will also reduce is planned capex from £400m to v£300m....
...“It’s not like the standard V-shaped recession in emerging markets, such as in Indonesia in 1998 where it’s only a year and a half of real economic hardship,” he said....
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
...We followed along with FDR, Eisenhower, JFK, Reagan, Clinton and Bush et. al in their postwar course because we wanted to or had to: there was no alternative worthy of considering or competition....
...More modern models, such as that by Enders et al, confirm that these results are likely in interest rate markets after a big fiscal shock....
...On this, there are some centuries-old results from international trade theory (see the leading textbook by Paul Krugman et al)....
...While I claimed only that thousands would die in the future, the Baicker et al studies suggest that at least one person dies for every 1,000 who lose health insurance....
...Jorda et al provided a valuable service but they didn’t calculate the returns most homeowners actually experience....
...Coibion et al think official forecasters — the CBO is not alone — are making the same mistake as in the 1990s....
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