Hints and tips:
...But while the P&G battle played out at the height of Trian’s power, the Disney proxy fight has coincided with a period of internal turbulence at the firm and muted performance....
...So I think I’m a great S&P 500 tracker fund guy....
...Most large consumer packaged goods groups, including P&G, are still operating on tighter margins than they were before the pandemic....
...This year, the effective rate of interest on corporate debt jumped to the highest since 2012 for the smallest half of companies in the S&P 1500 (also from M&G, citing SocGen)....
...P&G, the world’s largest maker of household goods, lifted profit margins for the first time in two years after it pushed up prices for consumers at a faster pace than the rise in its own expenses....
...Marc FilippinoI love that analogy, trying to nail jelly against the wall, and I think it’s incredibly applicable here....
...There has to be someone who will say to us, here is what you may love; love it.” That he enlarged the joy of vision is Monet’s greatest legacy....
...Yeah, G-O-U-L-D. I didn’t know terribly much about this guy....
...Katie Martin Because you love it. You love dogecoin. Ethan Wu We’d just do it over under on a third of a penny. Yeah. Robert Armstrong No, I think it’s higher. I think it’s a penny....
...I’d love to hear your ideas on improving basic workplace efficiency. Hit reply to this email (no focus required)....
...I love it....
...Data crunched by Charlie Bilello, at Compound Capital Advisors, show that a theoretical portfolio built along those lines comprising the S&P 500 and 10-year Treasuries had lost 16 per cent by September 19...
...Robert ArmstrongHe is said to love the line, “On Wall Street if you want a friend, get a dog”....
...I love the expression, running money. How did you get into it and where has it taken you?...
...The S&P 500 fell around 20 per cent and the bond market had a massive sell-off. But it looks like investors are wading back into debt....
...The question is whether the love of carbs is trumping the cost of living crisis....
...This is an audio transcript of the FT News Briefing podcast episode: S&P stink bomb, LinkedIn loves Ted Lasso Marc FilippinoGood morning from the Financial Times....
...Plus, the FT’s Pilita Clark explains that Ted Lasso has been a surprise hit on the networking site LinkedIn because of the leadership lessons in the comedy series....
...Meanwhile the City is contemplating its love-bomb Budget....
...P&G reported a first-quarter net income of $4.1bn, down 4 per cent year on year, as the company incurred higher expenses....
...Companies from Pepsi to McDonald’s to Domino’s to P&G and Target are keeping prices down by resorting to “shrinkflation,” cutting the size of your toilet paper, oatmeal bars, pizza and sodas....
...G, the consumer goods group, Instagram, the US military and Slack, the communication platform....
...“Nelson is actually helpful,” says a person close to P&G’s board....
...Today, it employs more than 1,000 staff and serves a roster of multinational companies in the Philippines that includes Unilever, P&G, L’Oréal and Nestlé....
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