Hints and tips:
...Anyway, if you want to commemorate Risher et. al’s gaffe, boy oh boy do we have the t-shirt/sticker for you over on the FTAV swag shop (wow two promos in one day). It’ll look great under your gilet....
...Of course, O’Neill et al were mostly talking about these countries as burgeoning economies with tons of potential. And many of these countries have indeed subsequently done well....
...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....
...Last month, NWBO and its Reddit fans were rebuffed by a Manhattan court, which granted Citadel et al’s motion to dismiss the case. But there was a sting in the tail....
...They followed the Pinault family of Ch Latour et al, who, in 2013, bought what is now called The Eisele Vineyard from the Araujos, and were so confident of their savoir-faire that they didn’t even impose...
...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....
...The near-term financial burden in the base case is what China et al are objecting to. Here’s what the Zambian finance ministry said it had been told after the deal collapsed....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...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....
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London today. Check back here for details and reaction....
...Was this the year where Weiner et al. finally opened their eyes to the delights of boneless chicken, Domino’s pasta and sandwiches, or even the occasional salad?...
...Here’s an unusual thing, a sellside note on generative AI that does more than swallow and regurgitate the hype. It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...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....
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
...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....
...The decision has led to the legalised bribery that afflicts US politics. Now see the many state attorneys-general (acolytes, no doubt of Alito et. al.) who want to sanction corporations that adopt ESG....
...And they’re gonna be cautious about their identities being known, about being quoted on the record, et cetera, et cetera. So who do we speak to? We speak to people who watch the market....
...The second is an article on Anglo-Greek wrangling over the return of Parthenon Marbles hoarded by the British Museum, written by George Parker et al....
...“If Bordeaux had a few big brands doing the job Moët & Chandon and Veuve Clicquot et al have done for their region, Bordeaux as a whole would be in a far better state financially than it is today.”...
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Further reading: The Restructuring Process — Buchheit et al. (2019)Government bonds since Waterloo — Meyer et al. (2021)The aftermath of sovereign debt crises: a narrative approach — Esteves et al. (2021...
...But there’s something else he said that day that probably does more to explain the endurance of Benzema et al today....
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...And generally speaking, they are the stocks that have been hardest hit by the past, probably 12 to 14 months of regulatory crackdown under Xi Jinping, who has been sort of making Alibaba, Tencent et al feel...
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