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....
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...Wherever possible lies should be told about classes of people (Republicans, elites, big business, the media, et al) not specific individuals....
...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)....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...Gen X, the cohort preceding millennials, and those with young families are in fact proving the most resistant to reversing remote working as they have truly been able to adapt....
...al)....
...The events of the murder trial were later dramatised in a 2016 FX television series, The People v OJ Simpson: American Crime Story....
...Winning the tournament “is not at all an obsession”, according to Al-Khelaïfi....
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
...Bad Bunny has been the most streamed artist on Spotify every year since 2020, a Latin American challenger to the Anglosphere supremacy of Drake, Taylor Swift, Ed Sheeran et al....
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...Their gorgeous, luminous singing hit a peak with Morley’s sensuous “Et incarnatus est”....
...To put it more simply: Jiang et al argue there are $2.2tn in mark-to-market losses out there, and there is only $2.2tn in equity in the US banking system....
...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....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...al....
...When Tennant and Beaton et al were having their elaborate costume parties, elegance as much as decadence was everything....
...The Spanish star is a seasoned hand in channelling Sophia Loren, Anna Magnani et al (in several Italian films, as well as Almodóvar’s Volver), and here she exudes both playful and tragic magnificence....
...Bloom et al. (2003) label this growth take-off the demographic dividend. Countries harness it if they create a socioeconomic environment that beneficially employs their labor potential....
...It retells the established adventures of Odin, Thor, Loki et al, alongside brand-new ones set in the present day....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...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....
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