Hints and tips:
...Arnott et al estimate that stocks ejected from the S&P 500 actually outperformed new entrants by an average of 2,200 basis points in the year after the index rejig (FTAV has written about the index inclusion...
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...But even in the face of this poignant example, the Chan et al/Verdad view is very hard for a person like me to accept....
...Or more specifically, did an old post from Jamie Powell help bring about the deathly squeeze on Melvin Capital et al?...
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...They argue that it makes little sense to ban a non-strategic company such as Rusal while leaving Sberbank, VTB and Gazprom et al still tradeable in the US....
...We followed along with FDR, Eisenhower, JFK, Reagan, Clinton and Bush et. al in their postwar course because we wanted to or had to: there was no alternative worthy of considering or competition....
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
...” – The Essar-Rosneft (et al) deal made StanChart v happy. – A Penn Wharton tax budget policy simulator. – Unemployment in America, mapped over time. – Hindus for Trump sounds like it was… fun....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...), Boehmer, et al. (2013), Autore, et al. (2011), and Beber and Pagano (2011)....
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...In a paper collaborated with Caginalp et al. in 2000, Vernon Smith, Nobel Laureate of 2002, established experiments on how the market deal with the bubbles from the past....
...That makes China’s leaders v nervous and restricts policy options....
...But unlike Mr Terry et al, Mr Austin remains the beneficial owner and gets to vote his shares and reap the dividends. IGas’s shares tumbled 24 per cent last week....
...Dow said late last year that it plans to carve out $5bn of commodity chemicals business, but Mr Loeb et al think far more is possible....
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
...al, and without the stay in place....
...No surprise to see GMO et al flag up “impact on third parties” from the start....
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