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Fashion accessories
Lyft your clothing game with this blunder-proof t-shirt
...Anyway, if you want to commemorate Risher et. al’s gaffe, boy oh boy do we have the t-shirt/sticker for you over on the FTAV swag shop (wow two promos in one day). It’ll look great under your gilet....
February 15, 2024
Emerging market investing
Revisiting Bloody Ridiculous Investment Concepts
...Of course, O’Neill et al were mostly talking about these countries as burgeoning economies with tons of potential. And many of these countries have indeed subsequently done well....
March 6, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Apple Inc
‘Sell Apple’
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
February 27, 2024
Equities
Word up!
...Bored of words, Ma et al. then tried numbers — roughly recreating the ratio of earnings revisions deployed above, but utilising forecasts of “earnings and other metrics” instead of just rating labels: We...
April 18, 2024
On Wall StreetJoe Miller
‘Spoofing’ case might draw back curtain on high-speed trading firms
...Last month, NWBO and its Reddit fans were rebuffed by a Manhattan court, which granted Citadel et al’s motion to dismiss the case. But there was a sting in the tail....
March 2, 2024
Letter
Letter: Don’t underestimate the dangers of space economy
...She is right to stress the importance of “equitable access to spectrum and orbits”. We must not underestimate the dangers of the commercial space age....
January 9, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
April 15, 2024
Lex PopuliPersonal Finance
Stock splits: slicing the burrito
...This has pushed the Aim All-Share index to its lowest level ever relative to that of the FTSE All Share....
April 5, 2024
Carbon trading
Carbon price tumbles as investors fret over ‘weak’ impact of COP28 deal
...The ETS price was more influenced by the gas the EU had been able to store, mild weather and weak economic growth in the region....
December 14, 2023
Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
Rutherford Hall
Our clients don’t want to hear from Tories anymore
...An all-day/half-day session on AI in healthcare....
March 18, 2024
Bitcoin
Imaginary bitcoin ETFs are already 30 times more valuable than all the actual bitcoin ETFs
...Social media noise can push token prices around (Tandon et al), but not as effectively as mainstream media coverage (Coulter)....
October 27, 2023
FT Magazine
The delivery rider who took on his faceless boss
...And she paid me $4.25 extra.”...
March 15, 2024
The Big Read
How Gulf states are putting their money into mining
...“But we don’t have all the kinds of minerals that we need for our future initiatives.”...
April 1, 2024
Leonard Blavatnik
Leonard Blavatnik’s entertainment empire plans media acquisition spree
...Access has also just invested further into A24, a film production house behind the hit film Everything Everywhere All at Once, with plans to back new films as well as a make-up brand spin-off....
November 19, 2023
FT Live
Financial Times @COP
FT Live events coinciding with COP
Monday, 11 NovemberBaku, Azerbaijan
Apple Inc
Apple reverses course on plan to cut off ‘progressive web apps’ in EU
...Apple on Friday announced it would not remove support for web apps in the EU after all....
March 1, 2024
News in-depthIsrael-Hamas war
Starvation stalks children of northern Gaza
...Jana 10, Qusay, 7 and Uday, 4 have all lost weight and his pregnant wife has been getting so little to eat that “she has no energy and can barely walk”....
March 10, 2024
Unhedged
The Fed calls the top Premium content
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
December 14, 2023
Investment research
The alpha of ugliness
...The perception of higher masculinity as indicated by a high [dominance] score violates the female stereotype, which Oh et al. [2019, 2020] suggest dominant-looking female analysts are perceived as less likable...
October 6, 2023
Capital markets
The nuances (ish) of private credit vintages
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
November 29, 2023
Inside Politics
A week of Conservative miscalculations
...Another, similar question: What does this mean for Robert Jenrick, Suella Braverman, et al? Handily this has the same answer: it’s not good either!...
January 18, 2024
Apple Inc
‘Apple is going to war’: US lawsuit adds to iPhone maker’s antitrust woes
...The core of the claim is that Apple uses its market-leading device to draw a growing share of services revenue from users, excluding competitors from access....
March 22, 2024
Moral Money
New York’s green troublemaker Premium content
...A triple-whammy of high interest rates, low energy prices and trade protectionism aimed at China were all challenges for solar companies, Schröder told me....
March 20, 2024
Moral Money
Can blue bonds hold water in the sustainable debt market? Premium content
...access to water and sanitation, and on conserving oceans, seas and marine resources....
January 22, 2024
Coronavirus treatment
Expired Pfizer Covid antiviral drugs set to cost Europe $2.2bn, data shows
...“This means countries haven’t been able to administer all of their stockpiles before they expire, despite extensions to the shelf life.”...
January 1, 2024

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