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...“The question I get from clients [about Chinese equities] is ‘Which sectors?’” said García-Herrero at Natixis. “But when they push me, I don’t know what to tell them, because there is no sector.”...
...And I know of airline bosses who constantly fear “that call”. But otherwise, give me a V-sweet C-suite job any time. As if anyone would....
...His response: I think the financial result would be very close to the same . . . if you want to join something that may have a tiny expectation of better [performance] than the S&P, I think we may be about...
...With just 1.2bn people having an income above $12K a year, Apple is valued on an EV per pop of c$2,300, which requires c$800pp of annual spend, on the global equity strategy team’s calculations. 4....
...I’ve been playing a lot lately, I’ve been proper stinky [?!], I‘ve been playing it a tonne....
...At nearly 12 per cent it dwarfs the 7.5 per cent that US high-yield bonds pay, and is close to the effective yield of super-junky triple-C bonds....
...But a statement amounting to “we will work harder on quality now” is not reassuring, though I am sure Boeing will work harder at it; everyone in the C-suite must now know they are one incident away from...
...Some would probably argue that more information is not the same as better information . . . but c’mon....
...to c.$1.2bn....
...Jimmy Page of Led Zeppelin has a notable number of paintings, as did the late Genesis P-Orridge – founder of industrial sound provocateurs Throbbing Gristle....
...And I’ll give you a hint. They’re in the same industry. Ethan WuIs UBS one of them? Robert Armstrong(Makes buzzer sound) Katie, got a guess? S&P 500. UBS isn’t even in the S&P 500....
...On average, the S&P 500 immediately fell 1.2 per cent. It then drops another 5 per cent over the next three weeks....
...S&P this month downgraded Thames Water’s top-ranked class A debt to BBB-, the bottom rung of investment-grade, just one notch above junk....
...The S&P 500 hit another all-time high yesterday. More importantly, Trump Media & Technology Group rose another 14 per cent, right after we wrote that it looked a bit overvalued....
...Gaming chips produced $2.9bn of sales....
...In the case of the McKinsey report published in 2020, the main study gathered data about diversity on the boards and in the C-suites of more than 1,000 large global companies....
...So when I look at the S&P 500, I don’t enforce a theory or a hypothesis. I just see what rate of return is, given what you paid and what you get in cash flows....
...It is earning 5 per cent now, but I’m worried that won’t last. I need to do something, and I have plenty of stocks as it is. Part of the issue here is that my background is in equities....
...That said, I assert that this chart is actually quite interesting: That is the total return of the S&P 500 sectors since this current rally began in October 2022....
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
...I have a low-level fear of computer games and their potential to suck valuable time out of my life (I’ve been there, it wasn’t pretty) but the gaming potential of the Pro Max has been boosted by a newly...
...Looks like S&P Ratings doesn’t find “attestations” especially convincing, either....
...Much like the US tech giants hauling the S&P 500 higher, bitcoin is also dragging other prices along with it....
...’s the C-suite is making all this dough....
...I felt like I had died and gone to Le Corbusier heaven at the Hôtel Le Corbusier in Marseille....
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