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UnhedgedRobert Armstrong
Risk on, economy off Premium content
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
January 25, 2023
Europe
Europe’s wrong-type-of-inflation problem
...Barclays’ economist Philippe Gudin de Vallerin et al explain the evolution of public debt as . . . ... the sum of the primary balance as a percentage of GDP and the debt-to-GDP ratio for the previous period...
July 27, 2022
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Energy Source
The new paradox in the energy market Premium content
...Guyana was a champion of climate action until Exxon discovered oil. (NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
November 9, 2021
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
FT MagazineJancis Robinson
Do you speak wine?
...I don’t honestly think anyone gets up in the morning intent on finding a wine that tastes of dried strawberry, iodine, oyster shell, wet earth et al....
June 5, 2021
Scoreboard
Scoreboard: Boris Johnson plunges British sport into crisis with stadium closures Premium content
...The case, Brown et al. vs USA Taekwondo et al., deals with sexual abuse suffered by three young former Olympic hopefuls in taekwondo, whose coach was convicted and sent to prison in 2015....
September 26, 2020
FT Live
Business of Art
Market shifts and future growth
Monday, 7 October180 Studios, London, UK
Equities
Markets Now - Thursday 10th September
...Service Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 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 - Friday 17th April 2020
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
April 17, 2020
FT Swamp Notes
Michael Bloomberg’s coming Waterloo
...If money and the absence of political correctness will defeat Trump et al, so be it . . . The means will justify the outcome....
February 28, 2020
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
Equities
Markets Now - Wednesday 5th August 2020
...et al, with just $9bn on legacy oil and gas....
August 5, 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 SeriesThe new adventurers
Can Leo Houlding rewrite the rules of Antarctic exploration?
...Its celebrated alumni — Shackleton and Captain Scott, Wilfred Thesiger, Ranulph Fiennes et al — were typically former public-school boys and army officers, deeply rooted in the establishment and celebrated...
October 27, 2017
FT AlphavilleDavid Keohane
It’s a negative yielding world, we just get to scramble in it
...The problem with a hunt for yield strategy for Porter et al is that it has been unsuccessful over the past 2.5yrs, as judged with Bunds as their starting point....
July 22, 2016
FT Live
Business of Football Summit
The global gathering of leaders in football and finance
Wednesday, 26 February 2025In-Person & Digital | London
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
FT AlphavilleInvestment Banking
The “financial adviser” scammers
...the straightforward and honest Midwest is the least hospitable to hucksters: Sorting more systematically, Egan et al find the biggest demographic predictor of broker misconduct at the county level is the...
March 1, 2016
FT AlphavilleKadhim Shubber
The never ending research note on ageing (yes, that one)
...The gap has also been widening, rising by 2.34 years for men and 2.91 years for women since 2001 (source: Chetty et al 2016) – with deaths by suicides, substance abuse, and drug overdoses rising for certain...
May 23, 2016
FT AlphavilleIzabella Kaminska
The commodity-credit feedback loop
...Nicely depicted by Gallo and team as follows: We’ve explained this before, but as Gallo et al sum up, during the boom years oil-exporting countries found themselves needing to invest around $700-800bn a...
October 12, 2015
FT AlphavilleIzabella Kaminska
Offshore repo, capital charges and petrodollars
...bond flows identified by Feroli et al (2014)....
August 25, 2015
FT AlphavilleSujeet Indap
Beta max
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
June 19, 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
Off MessageJohn McDermott
This is what happens when you let young Scots vote
...In two polls, Dr Eichhorn et al asked 14-17-year-olds how they intended to vote in the referendum....
July 22, 2014
FT AlphavilleDavid Keohane
Easing with Chinese characteristics
...Efforts to ease policy are running into the wider message from Li et al that there will be no “large scale short term stimulus”....
May 8, 2014
FT AlphavilleCentral banks
A future scenario with oil prices dominated by ‘above-ground’ factors
...But his view of a hypothetical Saudi et al response to lower prices and/or production is compelling, in that it doesn’t follow that more prolific US oil supply (if that happens to a substantial and sustained...
January 7, 2013

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