Hints and tips:
...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....
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
...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....
...CC Pakistan et al....
...They compared this to cider being described as made from apples, although the majority content is water....
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London today. Check back here for details and reaction....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...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....
...The FANG+ index — which includes Tesla and Baidu as well as Facebook et al — may be only down a little at pixel time, but it has plunged by just over a quarter since the turn of the year....
...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....
...Sea Ltd is raising about $6bn by selling shares and convertible bonds in order to fund expansion. Lex says size is critical in south-east Asia....
...Surely Zuck et al can make money — serious money — out of messaging software with two billion users. I disagree on the Metaverse, though. It is not “free”....
...And the growing climate threat is a boon for one part of the market: catastrophe bonds....
...et al v....
...Subscribe on Apple, Spotify, or wherever you listen Letter in response to this column: A billionaire’s makeover stretches credulity / From Adam Howell, Doylestown, PA, US...
...al — arrived....
...Just ask Yasir al-Rumayyan, governor of the Saudi Arabian sovereign wealth fund, who uttered similar words during a virtual conference last month....
...Subscribe on Apple, Spotify, or wherever you listen....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
...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....
...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....
..., al, 2018)....
...Virgin Louis V on my back, baby. Living fast, dying slow, that's the catch, baby. Suicide doors, [MUTED] around and crash, baby. I do the dash, baby....
...Walt Disney’s chief executive Bob Iger has stepped down from Apple’s board as the rivalry between the two groups intensifies with the launch of Apple’s streaming service, TV+. More here....
International Edition