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Netherlands politics
Dutch government to screen Chinese tech students on security risks
...“We need China for our R&D and also for our green transition. But we also have to see which students from which countries we allow to access all research,” she said....
June 12, 2023
Letter
Letter: How funds perform is also worth reporting, surely?
...E R Yescombe YCL Consulting, London N10, UK...
January 9, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Paramount Global
Super Bowl most watched US broadcast since Apollo moon landing
...On Sunday Usher, the R&B star whose hits dominated in the 2000s, anchored a half-time show with appearances by collaborators including Alicia Keys, H.E.R. and Ludacris....
February 13, 2024
HTSI
Sleep aids to make your dreams electric
...The wide-eyed fervour of lucid dreamers can be seen on Reddit, where the r/LucidDreaming community has more than half a million members, earnestly exchanging tips on achieving vivid lucid states....
May 2, 2024
Fintech
Gift cards: the crypto off-ramp no one is watching
...Specialist peer-to-peer marketplaces such as LocalCoinSwap offer the trade, as do sellers on forums including Reddit’s r/giftcardexchange board....
March 12, 2024
Market bubbles
Big tech will either be fine or probably mostly fine, says Goldman
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
February 6, 2024
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
Global inflation
Will a second inflation wave turn the AI boom into a winter of discontent?
...A recent market theory is that stocks should trade higher because r-star (the neutral rate of interest) is making financial conditions easier....
February 22, 2024
UK economy
Britain’s trillion pound shortcut to financial repression
...So no-one was there to point out that this (r-g) thing misses the state’s biggest contractual financial liabilities....
October 23, 2023
News in-depthT Rowe Price Group Inc
T Rowe Price chief says worst is over after heaviest ever year for outflows
.../ From E R Yescombe, YCL Consulting, London N10, UK...
December 29, 2023
The Big Read
Lula’s playbook: Brazil bets on a return to state capitalism
...Of the R$1.4tn ($290bn) of investments targeted by 2026, there is to be $76bn of federal funding....
January 16, 2024
Rutherford Hall
Be more Apple — remember, the colour of money is green
...Best, R. Find me on Strava . . ....
September 18, 2023
Drugs research
Eli Lilly achieves hard-won success with Alzheimer’s and obesity drugs
...“Lilly hasn’t been one of those really big deal junkies,” said Les Funtleyder, a healthcare portfolio manager at E Squared Capital Management, which owns Lilly shares....
August 13, 2023
UnhedgedEthan Wu
The Fed isn’t done breaking things Premium content
...Could well be, though it would mean the popular Shiller p/e ratio, which is very high now, has misfired....
May 25, 2023
Renewable energy
Green energy groups step up training to close skills gap
...Munich-based renewable energy company BayWa r.e. started an internal “engineering academy” this year, running courses attended by around 40 staff a month, mostly by would-be solar engineers....
August 24, 2023
Music
The best summer music festivals worldwide
...Much-loved bands such as Depeche Mode, New Order, Blur and Pet Shop Boys headline alongside younger megastars Kendrick Lamar, Halsey and — performing in her home city — Rosalía....
May 30, 2023
FT Live
Financial Times @COP
FT Live events coinciding with COP
Monday, 11 NovemberBaku, Azerbaijan
Unhedged
What Big Tech antitrust gets wrong Premium content
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
January 19, 2024
Transcript
‘Dumb Money’ writers on the GameStop saga
...on r/superstonk on Reddit where a lot of these people congregate....
October 18, 2023
HTSI
The wonder of woodcuts
...In Copenhagen, Israel-born artist Tal R paints and prints in parallel. He refers to his woodcuts, sometimes gouged into old chopping boards, as “a kind of autopsy” of his practice....
March 23, 2023
Markets InsightSatyajit Das
Global savings glut more ephemeral than we think
...The writer is a former banker and author of “A Banquet of Consequences Reloaded” and “Fortune’s Fool” As the hip hop group Wu-Tang Clan rapped in their 1994 hit “C.R.E.A.M”: “cash rules everything around...
April 12, 2023
Special ReportFT Business School Insights
Business school research round-up: sustainability
...Mark R DesJardine, Emilio Marti and Rodolphe Durand....
July 6, 2023
News in-depthAutomobiles
Carmakers raise concerns at Chinese dominance over connectivity patents
...Huawei, which invested $21.8bn in R&D in 2021, has developed several licensing relationships within the car industry....
April 29, 2023
Federal Reserve
There’s no such thing as r-star
...There is no such thing as r-star, the natural rate of interest. There are two natural rates, one for prices (higher) and one for employment (lower)....
July 28, 2022
FT MagazineGillian Tett
The stubborn persistence of paper in a digital world
...Audiobooks have boomed, but paper books continue to sell and have notably not been replaced by e-books, as once predicted. Letter writing has wilted in the face of email....
October 19, 2022
Transcript
The problem with Bidenomics
...I’m an advocate of much tighter regulation on the California model and subsidies of batteries and e-vehicle charging stations and other things in the infrastructure, all of which would induce more change...
October 5, 2023
John Gapper
Investigators sniff out the hidden fragrance industry
...Firmenich, which silently produces many of them (including Grande’s R. E. M) has been carried along: its fine fragrance sales rose by 33 per cent last year....
March 18, 2023

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