Hints and tips:
...(Andrew Sissons) — Prime brokerage: the multi-billion dollar cash cow redefining banks’ trading divisions (IFR) — Portfolio trading: three key advantages for investors (Bond Vigilantes) — Should you invest...
...The note’s from Andrew Garthwaite, UBS head of global equity strategy, whose team has (belatedly) published its 10 potential surprises for 2024. None represents the bank’s core views....
...One we missed: Too Big to Fail: Inside the Battle to Save Wall Street, by Andrew Ross Sorkin....
...Followed by Andrew Clarke, Global President of Beekeeper Mars Snacking: We have long admired the fantastic business that Angus, Peter and the Queen Bee team have created....
...Andrew Sutch, HSF chair since the fund’s IPO in 2018, will exit by the 2024 AGM at the latest. Andrew Wilkinson, an independent director,* will retire before the end of the year....
...twice before, both times during bubbles fuelled by excess liquidity: “The entirety of the global and US equity rallies has been about higher valuations, and to an unusual degree,” says Morgan Stanley’s Andrew...
...Another email arrives, this time from Exane analyst Andrew Gwynn: As to the suitors, we think any approach would be focused on acquiring the technology rather than Ocado as a going concern given it is heavily...
...Citi’s Andrew Lowe crunched ISA subscription numbers across the latest five-year term. He found the yearly average of subscribers “maxing out” is 1.8mn, or 17 per cent....
...As governor Andrew Bailey said last month, forecasts are “conditional on commodity prices, they’re conditional on government policies. So, as those conditions change, we change our forecasts.”...
...make millions trading competitors’ stocks with remarkable timing (ProPublica) — GPT-4 makes money, codes extensions and gets hacked (Twitter) — Who is still inside the metaverse (New York Magazine) — Andrew...
...In response to the news, City minister Andrew Griffith said: “We continue to attract some of the most innovative and largest companies in the world and firms will have unique features and competing reasons...
...Analyst Andrew Lim of Societe Generale says the wiping out of AT1s is a product of “a peculiar Swiss Finish” and argues that “confidence in such instruments will not be affected in the long term.”...
...An episode often mentioned by Horton’s critics is The Lancet’s decision in 1998 to publish a study by Andrew Wakefield that raised safety fears about the measles, mumps and rubella vaccine....
...According to SG analyst Andrew Lapthorne, probably not: Elsewhere on Tuesday . . ....
...Bryce Elder, FTAV regimental mascot Character assassinations are under-appreciated. There’s much more craft to it than being rude or cruel, since cheap shots tend to rebound....
...Matt — I’m sure somebody already suggested Andrew Wylie in the Guardian?...
...He’s talking about the Bank of England’s placebo pivot on Thursday and the gist is, whenever Andrew Bailey says it won’t hurt, don’t believe him: The UK is increasingly facing an outlook characterised by...
...The VIPIT support request follows the departure at the start of the year of Rokos chief operating officer Andrew Brown, whose yearbook motto remains on the “Life at RCM” corporate website: “I’d feel I were...
...Applying this framework to the 2022 selloff shows how odd a bear it's been, says SocGen analyst Andrew Lapthorne: A normal bear market is usually accompanied by a collapse in risk appetite, often itself...
...for office REITs and their investors (Barron’s $) — Armageddon (Julian Shapiro) — Eels (Hakai Magazine) — The internet is already over (Numb at the Lodge / Substack) — “I’m a doctor” (Twitter) — RIP Andrew...
...Further reading:Andrew Bailey rules out extending Bank of England intervention - FTBank of England signals to lenders it is prepared to prolong bond purchases - FT...
...On Twitter, Andrew Gawthorpe has the geopolitical conspiracy theory. And finally, there's this tweet:https://twitter.com/zatapatique/status/1589244003383676929?t=H4izL0twOcWHh9Uw33isHg&s=19...
...PS Bryce’s column has a fantastic opening line. This newsletter is a “safe-for-work” zone, so I’ll leave it at that....
...There’s a new entrant to this year’s Talking Britain Down Competition: Andrew Garthwaite, head of global equity strategy at Credit Suisse....
...suspended because of its quantum of directors — Foreign Affairs at 100: a look back at the first issue (Brett Mullins / GitHub) — How the brain links gestures, perception and meaning (Quanta) — How Andrew...
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