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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
European banks
A Suisse twist
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
March 15, 2023
FT Live
Global Insurance Summit
Strengthening resilience, capital and innovation as systemic risks evolve
Thursday, 13 JuneLondon, UK
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
FT AlphavilleCardiff Garcia
Podcast: Encore episode — Heidi Williams on gene sequencing, patent design, and innovation incentives
...A second study, Jones et al. (2011), analyzed a treatment for localized prostate cancer (an early stage of prostate cancer with a five-year survival rate on the order of 80 percent)....
July 7, 2017
FT AlphavilleCardiff Garcia
Heidi Williams and the economics of gene sequencing, patent design, and innovation incentives
...A second study, Jones et al. (2011), analyzed a treatment for localized prostate cancer (an early stage of prostate cancer with a five-year survival rate on the order of 80 percent)....
August 5, 2016
US downturn
Full text: Obama vs House Republicans
...I think one of the proposals that has been focused on by the Republicans as a way to reduce costs is allowing insurance companies to sell across state lines....
January 29, 2010
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT AlphavilleNeil Hume
Resolution vs FSA
...Cowdery et al quickly bounced back, creating a new vehicle, Resolution Limited, which was listed in December. The company raised £600m to buy financial services companies, but has yet to make a move....
March 9, 2009

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