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...I don’t know if I said that earlier. But really, it’s that pricing power, which is a combination of headline prices and discipline around discounts....
...Sure, a CCC-rated PIK bond looks better than a defaulted bond in your portfolio. But, as S&P puts it when explaining why U.S....
...His response: I think the financial result would be very close to the same . . . if you want to join something that may have a tiny expectation of better [performance] than the S&P, I think we may be about...
...I presume, or at least hope, that McKinsey will respond to Green and Hand, and I won’t call a winner in the statistical part of the argument....
...t know much about Sotheby’s present owner....
...Looks like S&P Ratings doesn’t find “attestations” especially convincing, either....
...I do not know whether Gordon has had a chance to reappraise his technological pessimism. But Cowen’s U-turn is striking....
...They probably won’t be the last, either. Further reading:– The AI-financial complex (FTAV)...
...(I had the same question about the Sprint/T-Mobile merger)....
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...It’s hardly pre-financial crisis levels, but Citi’s stock price is $51 even after a big jump since late October....
...Things that look like a crisis from the outside often aren’t enough [to force change]. Deep financial stress is often what it takes. And that is something Boeing hasn’t had....
...The bank wants to appoint a manager that’s close to the C-suite, but the over-mighty subjects aren’t going to accept this; they want self-government....
...its 10-K financial report....
...I just don’t know when . . . We’re still seeing lots of companies that we like....
...I confess that I do not know how to answer those questions — which are not financial questions in any meaningful sense — in a disciplined way....
...By the end of the industry event, I could barely squeeze out a sound. And that wasn’t the only mini-drama....
...At a high level, there isn’t a dead-obvious rates story here: Various explanations have been mooted....
...“A lot of people saw the telemedicine component as an antidote to WeightWatchers’ foes, but I saw a very competitive market that they were entering,” said Stephanie Davis, a healthcare technology analyst...
...Schierenbeck joins from HH2E, a green hydrogen company. SSR Mining, a Colorado-based miner, appointed Michael Sparks as chief financial officer, replacing Alison White....
...$1.5bn to c.$1.2bn....
...“They say we know nothing about the movie business — we don’t claim we do — but I don’t think they do, with five big losers in a row....
...Households are saying, if the Fed tells me rates are going to go down and I’m hunting yield and I have some extra cash in money market funds, why don’t I buy credit? I get some extra spread....
...If my engineering pod fails to return its cost of capital, I can’t sell it — I’d have to lay them off. That comes with a financial cost but more importantly a human and organisational cost....
...He added: “I don’t think it’s the model which is the issue per se, it’s the shift in the regulatory and political landscape.”...
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