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...I don’t think that’s a good trade.” Rivals such as P&G and Colgate-Palmolive didn’t pull out: “Why the hell should we? . . . We’re competing on the world stage with these products.”...
...credit rating cliffs exist today as moats around otherwise reasonable M&A deals that aren’t predominantly equity-financed....
...But there is also a risk that you will be giving away growth. Norton doesn’t dispute that US equity valuations are punchy, but adds: “That doesn’t mean they can’t get punchier.”...
...They don’t pay dividends but they’ve changed the world. What’s the deal? Some of that I’m not going to challenge. But some of that I will challenge....
...The S&P 500 isn’t at such extremes today....
...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?...
...Here’s more on the regions driving a nascent recovery in the M&A market....
...Seems to me, therefore, that unless I can beat the S&P 500 — in sterling to match my liabilities — I shouldn’t bother. The author is a former portfolio manager....
...“I’m really very grateful,” says Casimir....
...Robert ArmstrongYou know what I’m glad about, Ethan? I’m glad Katie Martin isn’t here because I don’t think she’d be able....
...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...
...I’m not sure what to think about this....
...“You need a little greed, you need some of those animal spirits, maybe a pick-up in M&A [mergers and acquisitions] or a booming IPO market, for small-caps to really take off,” he added....
...The S&P 500, investment grade spread, high yield spread, loan spread, the level of rates, home prices, crypto, M&A activity, IPO activity; everything improved after the Fed signaled that rates are going...
...A traditional source of long-short alpha, small has been looking increasingly correlated with large: Another trend is that long-short doesn’t seem to involve much short....
...I’m selling it. I am not cycling anymore. But I’ve done this for like 15 years. And then I took like, I don’t know, three months out and I just can’t hack it. I need my bike....
...Likewise if we want to make a relative call, say against a S&P 500 fund....
...I’m panicked, Katie. I’m having a panic attack. Katie MartinAre you gonna dress as the S&P 500 when you go trick or treating this evening?...
...I wouldn’t rely on a chatbot when doing research for my own work because I don’t want to worry about the accuracy of the data I’m being fed....
...“People aren’t going to like the answer, because I’m a utopian,” he says, and smiles. “I don’t believe in national borders.” OK, I say....
...I’m just talking about, like, water or a cup of tea. I wouldn’t recommend (laughter) to make these calls. But yeah, make sure you’re there with a drink....
...P-I-M-F-A. Claer Barrett Write this down, people. Moira O’Neill They show you what wealth managers in the City, what types of asset allocations they’re doing for their client....
...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....
...I’m going to say something that’s going to sound weird: a market with a T-bond rate of 4 per cent is much healthier than a market with a T-bond rate of 1.5 per cent....
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