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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
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
FT Live
US Pharma and Biotech Summit
Strategies for innovation, pricing and access
Thursday, 16 MayNew York, NY, USA
Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...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....
September 11, 2023
Investing in funds
Bill Gross: Bond-fund taxonomist
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
October 19, 2022
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...et al v....
December 11, 2020
Television
Apple TV+, growing pains and new adoption dramedy Trying
...al — arrived....
April 24, 2020
FT Live
US Decarbonization and Industrial Transition Summit
Securing the resources to build and finance America's clean energy future
Wednesday, 29 MayWashington, D.C., USA
Inside BusinessPatrick Jenkins
Uber looks to radical financing to fund driverless cars
...Along with US rival Lyft, and China’s Didi Chuxing, Uber and other tech-enabled taxi services — or ride-sharing operators, as they like to be known — are transforming urban transport....
February 3, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Thursday 14th May 2020
...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....
May 14, 2020
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
May 9, 2019
Equities
Markets Now - Friday 24th April 2020
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
April 24, 2020
FT AlphavilleColby Smith
Efforts to restrict worker mobility are bad for the economy
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
October 29, 2018
FTfmJohn Dizard
London may be key to ‘hot’ euro-yuan rival to the US dollar
...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....
January 7, 2018
Television
Iflix entrepreneur targets Asia with Netflix-style service
...Reed Hastings never had to work out a way of collecting money without credit cards, or to fret about data servers — actual physical boxes holding 170 terabytes of House of Cards et al — being stranded at...
August 22, 2017
Corporate culture
Kalanick departure leaves scandal-hit Uber’s top ranks vacant
...Additional reporting by James Fontanella-Khan Letter in response to this article: Uber et al are not entitled to ‘own’ anything / From Stephen Swift, London, UK...
June 21, 2017
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
US & Canadian companies
Akzo Nobel accuses Elliott of improper conduct in €22bn battle
...“We think it’s likely now that Elliott et al will try to take them to court to force the issue,” he added....
April 12, 2017
FT AlphavilleBrexit
Opening Quote: Mea Culpa at Sports Direct
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
September 6, 2016
Robert Shrimsley
A letter to an ungrateful world from Google, Apple, Facebook et al
...Yes, that does mean the tax pot shrinks a bit so services are squeezed and the burden of funding public services falls on ordinary workers — but that is only fair since they do not have any better ideas...
February 4, 2016
Smart MoneyStephen Foley
Hedge fund stockpicking tests investors
...Funds may have sold out of Valeant, Apple et al before the rot set in....
January 4, 2016
FT AlphavilleDavid Keohane
Quoth the Zoman: Revenue
...For the local guys in those two monster segments, the threat has always been that Uber, Amazon et al can simply come in and eat their lunch....
February 8, 2016
Smart MoneyStephen Foley
Stock pickers fail to shine in downturn
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
October 5, 2015
News in-depthUS & Canadian companies
TV flickers as viewers find new screens
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
August 14, 2015
FT AlphavilleIzabella Kaminska
Why fintech is a marketing story
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
October 5, 2015
FT AlphavilleDavid Keohane
There really isn’t such thing as a policy independent exchange rate anyway
...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...
August 18, 2015
US & Canadian companies
Having signed the multiyear contract, Netflix wants to put Comcast genie back in ‘fast lane’ bottle
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
November 9, 2014

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