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...Other sources include farms and waste dumps....
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...The S&P Global Clean Energy index, which includes clean energy giants such as Ørsted, the wind farm developer, is down almost 60 per cent below its peak in January 2021 at the height of a frenzy over the...
...Political will for public R&D investment has materialised....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...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....
...This sounds to us like a stretch, and consumers who can’t afford the new mortgage rate or a car loan payment are not deciding based on theoretical changes in r-star....
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...Server farms wouldn’t need to be air-conditioned; fusion power would be possible; your mobile phone wouldn’t get hot when you charged it....
...“Right now, we don’t have that.”...
...“It’s correlated enough to the rest of the year to pay attention to, but not to bet the farm on.”...
...And I wasn’t half bad. These days I don’t have to worry about a slammed dinner service, but the skill still comes in handy during the holiday season....
...As a result, Hoxton Farms is now considering moving to the United States in order to start scaling up production....
...This brand’s farm-to-skin approach is nurtured at its 350-acre farm in Borgo Santo Pietro, Tuscany....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
...The earthquake isn’t the only shock I’ve had lately. Last week I had lunch with a longtime source who works at a production equipment maker....
...It’s not just novel foods businesses like Hoxton Farms that are despairing and looking to move to America or another more business-friendly jurisdiction....
...This means that the S&P 500 relies to an even greater extent on hope rather than fundamentals....
...“This is the Lula government’s duty — to see the mistakes of the past and guarantee it doesn’t happen again.”...
...Global construction PMI data Results: Alfa-Laval Q4, Amgen Q4, BP Q4, Eli Lilly Q4, Ford Q4, H&R Block Q2, Gartner Q4, Infineon Technologies Q1, Linde Q4, Mitsubishi Q3, Nintendo Q3, Omnicom Q4, Prudential...
...PepsiCo Q1, Philip Morris International Q1, RWS Holdings HY, Seagate Q3, Shimano Q1, Spotify Q1, Taylor Wimpey AGM & trading update, Tesla Q1, Texas Instruments Q1, United Parcel Service Q1, Visa Q2, W R...
...Other investors shouldn’t copy him, the FT’s Lex writes....
...Pre-salt production rose from 41,000 b/d in 2010 to 2.3mn last year, fuelling record annual profits of R$188bn (US$39bn) and dividends of R$216bn at the company....
...Luckily for the Fed, non-farm payrolls came in much weaker on Friday than expected too, undermining the “strong pace” description of the US economy and restoring the balance....
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