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...“But that doesn’t mean that they are not committed to it . . . The rhetoric is a lot more cautious.”...
...As befits an AI proxy, Intuit doesn’t look cheap on 36 times forward earnings. Smaller rival H&R Block trades on a multiple of only 12 times....
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...The integrated pockets make them good for runs. £110, on-running.com Showers Pass Elite 2.1 jacket If body-hugging cycling gear isn’t for you, this shell jacket happily accommodates work clothes underneath...
...That’s around a quarter of an Nvidia or a single SPDR S&P 500 ETF. Things have changed....
...However, aside from a lot of smaller, nicher and often gimmickier new ETFs, it hasn’t really happened....
...The S&P 493, up 22 per cent, has had a hell of a solid run, too. It is true that the Mag 7 have contributed a huge chunk of value created in this rally....
...S&P declined to comment and Visible Alpha did not respond to a request for comment....
...It probably just doesn’t matter, from the point of view of long-term returns, whether you own Berkshire or the S&P. Why, then, should Berkshire exist?...
...“These data will support the hawks” at the ECB, said Tomasz Wieladek, an economist at investor T Rowe Price....
...It’s a unique riding experience with the front wheel some distance in front of the rider, but it shouldn’t take long to master....
...The rest of the eurozone “saw the best performance . . . despite growth slowing slightly”, S&P said....
...After a successful debut, user interest hasn’t translated into a rising share price. But tech platforms like having users on board....
...t know much about Sotheby’s present owner....
...I don’t know if I said that earlier. But really, it’s that pricing power, which is a combination of headline prices and discipline around discounts....
...This chart from JP Morgan Asset Management isn’t exactly titled BTFD, but it does remind us that when the S&P 500 has just lost a cool quarter in value, the most successful thing to do has usually been to...
...But for F1, the Red Bull drama is a major, unwanted distraction. The head of F1’s governing body told the FT last week it was “damaging the sport”....
...The failure of higher rates to pop bubbles (when stocks someone doesn’t own rise a lot in value) is a source of continual annoyance....
...(Indeed, SEC GS24’s Gen AI applications took centre stage at the Unpacked launch in January with a multiyear partnership with Google). 8. Antitrust....
...M&S’s contract with HSBC, which owns M&S Bank, is up for renewal. M&S is likely to push for more control and a bigger cut of the spoils....
...You can’t, as they say, make this stuff up....
...The Nobel and Pulitzer Prize-winning author Pearl S Buck amassed a personal library that fills two rooms of her 19th-century Pennsylvania farmhouse....
...It’s just that we don’t have any strong convictions about the macro environment....
...“We don’t expect AI to fix all accessibility issues in the foreseeable future,” Springer said, adding that he recognises its limitations....
...I presume, or at least hope, that McKinsey will respond to Green and Hand, and I won’t call a winner in the statistical part of the argument....
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