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Apple Inc
‘Sell Apple’
...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....
February 27, 2024
Capital markets
The nuances (ish) of private credit vintages
...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....
November 29, 2023
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
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
Investing in funds
Bill Gross: Bond-fund taxonomist
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
October 19, 2022
Due Diligence
Big tech goes shopping to get bigger Premium content
...Doing so won’t affect your normal Tuesday-Friday DD service....
May 29, 2020
Television
Apple TV+, growing pains and new adoption dramedy Trying
...House of Cards, BoJack Horseman and Orange Is the New Black to brag about until the cavalry — Stranger Things, Narcos et al — arrived....
April 24, 2020
FT Live
Global Private Banking Awards 2024
Celebrating excellence in wealth management
Thursday, 7 NovemberThe Landmark London, London, 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
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
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...What’s the point of subscribing to the service if you don’t get instant access to its content?...
May 9, 2019
FirstFT
FirstFT: Today’s top stories
...A shake-up at AT&T is long overdue, says Lex....
September 10, 2019
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
#techAsia
Apple to step up diversification out of China
...When sages speak Here is a thumping research report from Jonathan Woetzel, Jeongmin Seong et al from the McKinsey Global Institute....
July 17, 2019
Due Diligence
The Saudi sovereign wealth fund is splashing cash around
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
March 1, 2018
Corporate culture
Kalanick departure leaves scandal-hit Uber’s top ranks vacant
...Additional reporting by James Fontanella-Khan Letter in response to this article: Uber et al are not entitled to ‘own’ anything / From Stephen Swift, London, UK...
June 21, 2017
Wearable technology
#techFT – Google’s Daydream believers
...Sonos, which pioneered wireless sound around the home, should be concerned....
May 19, 2016
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Robert Shrimsley
A letter to an ungrateful world from Google, Apple, Facebook et al
...Governments don’t always direct our resources at the biggest problems. Left alone we can channel our wealth into diseases that interest us....
February 4, 2016
Life & Arts
Is it curtains for the big screen?
...“I think you can probably watch Bridge of Spies at home, but I wouldn’t want to watch ET there,” says Obst. “I wouldn’t want to watch The Revenant at home....
May 23, 2016
Life & Arts
The business class bazaar
...Bluetooth headphones complete the wireless dream....
April 15, 2016
FT AlphavilleDavid Keohane
Quoth the Zoman: Revenue
...For the local guys in those two monster segments, the threat has always been that Uber, Amazon et al can simply come in and eat their lunch....
February 8, 2016
News in-depthUS & Canadian companies
TV flickers as viewers find new screens
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
August 14, 2015
FT AlphavilleIzabella Kaminska
Why fintech is a marketing story
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
October 5, 2015
ObservationsDouglas Coupland
Douglas Coupland: Red dot
...Craigslist, Lyft et al . . . the shareconomy? The freeconomy? It’s going to happen....
May 22, 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
FT AlphavilleAmie Tsang
FirstFT (the new 6am Cut)
...(FT) In the news Google wireless service The search giant struck deals with Sprint and T-Mobile to sell wireless services directly to consumers....
January 22, 2015
ObituaryUS & Canadian companies
Donald Pels, telecoms entrepreneur and benefactor, 1928-2014
...McCaw sold itself to AT&T, now the second-largest US wireless group, for $11.5bn in 1994....
October 31, 2014

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