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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
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT Alphaville
LFS labour’s lost
...Ronnie Walker et al. write (our emphasis): — We see two main channels through which a lower response rate can impact the JOLTS job openings statistics....
May 19, 2023
UnhedgedUS economy
US consumers are still riding high Premium content
...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....
February 1, 2023
UnhedgedRobert Armstrong
Techs good, transports bad Premium content
...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....
April 28, 2023
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
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
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
November 9, 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
Equities
Markets Now - Thursday 10th September
...al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 2020
Television
Apple TV+, growing pains and new adoption dramedy Trying
...al — arrived....
April 24, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 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
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
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 - Wednesday 5th August 2020
...al, with just $9bn on legacy oil and gas....
August 5, 2020
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
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 not live, Thursday 16th January 2020
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
January 16, 2020
News in-depthFT Alphaville
‘thank u, next’: how dating apps are transforming relationships
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
December 4, 2019
City InsiderPatrick Jenkins
Chicken King Ranjit Boparan turns to Fox’s
...Awkward, then, that some of those who jumped or were pushed out (investment banker Mark Taylor, analyst Adam Lawson et al) ended up at N+1 Singer....
January 19, 2018
FT AlphavilleMatthew C Klein
How to improve Japanese corporate governance: shame (and glory)
...Chattopadhyay et al start by replicating the methodology of the JPX400 index to rank 800 listed Japanese companies every year since 1994....
August 2, 2017
FT AlphavilleDavid Keohane
Further reading
...– Nancy MacLean vs Tyler Cowen and Russ Roberts. – Piketty: Will Macron’s Marchers take power? This is on whether Macron et al will push ahead with a reform to deduct income tax at source....
June 27, 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 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 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 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

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