Hints and tips:
...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....
...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)....
...al)....
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...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....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...There’s an almost sweet reluctance to acknowledge the value of being able to sell certain goods and services into a large market on your doorstep....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...Email me: robert.armstrong@ft.com....
...However, “the bottleneck is our state-owned enterprise utility PLN”, Fabby Tumiwa, executive director at the Institute for Essential Services Reform (IESR), a Jakarta-based energy think-tank, told me....
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
...Whatever you might think of Robinhood et al, retail investors do appear to value their services. You can’t ignore the regulatory politics either....
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
...Weak bank boards, poor risk processes and insufficiently robust risk committees allowed the balance sheets of Northern Rock, HBOS et al to expand unsustainably....
...In two contrasting takes on the power of Amazon, Facebook, Google et al, politicians and legislators are also found sorely wanting....
...Or, if the weather’s warm, try their signature Cappuccino Al Freddo, a frothy iced number whipped up in a milkshake maker....
...The same, of course, applies to Le Pen et al in Europe. I don’t know Israel nearly well enough to prescribe a solution to the deep-seated Palestinian-Israeli crisis....
...We write in response to James E Hansen et al’s letter (“EU must include nuclear power in its list of sustainable sources”, December 17), which mistakenly advocates nuclear energy to address climate change...
...The initiative from New Zealand et al has not reached critical mass: the big trading economies have not signed on....
...Certainly, the food remains classic and lush (guinea hen with truffles and Madeira et al), and the prices remain high to the point of becoming a sort of performance art....
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