Hints and tips:
...The Emerging Republican Majority by Kevin P PhillipsThis 1969 masterpiece explains Nixon’s “Southern strategy”, which used race, cultural issues and demographic shifts to destroy the Democratic majority...
...On the third point, the strongest evidence for political pressure shocks came under the administrations of Nixon, Gerald Ford and Jimmy Carter, suggesting that — like bell-bottoms, earth tones and P-Funk...
...To put this notion to the test, I ran screens (using S&P Capital IQ) of the S&P 500 big-cap and the S&P 600 small-cap indices....
...“China’s rise took a number of decades, from [President Richard] Nixon’s visit in the 1970s, and with increased speed in the 1990s. That has got us where we are 25 years later,” he says....
...Naím skilfully combines reportage with social-science research to identify the new tactics used by authoritarians, highlighting the three “P”s: populism, polarisation and “post-truth”....
...Rating agencies caution on corporate debt after US borrowing boom Senior analysts at Moody’s and S&P said that furious demand from investors on the hunt for higher-yielding assets at a time of low interest...
...Holding and Chief Operating Officer, OOCL Tim Hartnoll Executive Chairman, X-Press Feeders Rodolphe Saadé Chairman and Chief Executive, CMA CGM Jae-Hoon Bae President and Chief Executive, HMM Jeremy Nixon...
...(Ethan Wu) One good read More research from the “P-values should make you suspicious” industry. Also read Robin Wigglesworth’s nice summary of the debate....
...He departed in May 1974, shortly before Nixon’s resignation....
...The S&P 500 closed down 0.7 per cent on Tuesday, while the more tech-focused Nasdaq ended down 1.9 per cent....
...As shown here, the current consensus estimate for bottom-up earnings per share for the S&P 500 for the 2021 calendar year is $169.20, which would represent an increase of 21.7 per cent from 2020....
...“High valuations suggest fragility and vulnerability to surprises,” said Katie Nixon, chief investment officer at Northern Trust Wealth Management....
...They illustrate their argument by comparing the paths to success of the richest people in Mexico and the USA (p. 39)....
...Richard Nixon On February 6 1974, the House authorised an impeachment inquiry against the then president Richard Nixon....
...Citi’s Tobias Levkovich says the present level of valuations — with a forward P/E at 20x for the S&P 500 — “leaves little to chance”....
...We see the superstar effect where companies - you've got five companies now dominating the S&P, 25 per cent of the S&P....
...In the US, the fight began in the Nixon administration. Richard Nixon saw the devastation being caused by drug addiction and responded by trying to restrict supply....
...And P.S., those cities are some of the fastest growing cities, right, places like Charlotte, places like Atlanta, Raleigh-Durham area....
...But its earnings yield — the inverse of the P/E ratio — is 3.8 per cent which, while less attractive than its 20-year average of 5.8 per cent, still indicates better value than those 10-year bond yields....
...Jim adds that while the forward p/e multiple on the S&P 600 technology index is currently equal to that of the S&P 500 technology index, since 2002, “small-cap tech stocks’ forward multiple has been at an...
...And while markets fell during the Watergate affair and Richard Nixon’s resignation as president back in the 1970s, that was as much if not more to do with an oil shock that tipped the US into a recession...
...Katie Nixon at Northern Trust Wealth Management anticipates the compound annualised return for global equities over the next five years will run below 6 per cent....
...For multinational companies in the S&P 500, a weaker dollar is part of any 2020 earnings growth recovery....
...The FTSE All-World index sits about 0.6 per cent lower while the S&P 500 index has a gain of just over 2 per cent in nominal terms....
...Katie Nixon at Northern Trust says “dovish central banks around the world” represent “a constructive backdrop for risk assets”....
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