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UnhedgedRobert Armstrong
Risk on, economy off Premium content
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
January 25, 2023
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
US & Canadian companies
Will Covid and Klarna kill the credit card?
...“If I think of the amount of pressure I’m under as a deposit taker and the care and attention I have to take when providing unsecured lending to younger people, it is staggering me that Klarna et al are...
September 17, 2021
Scoreboard
China’s football dreams punctured as its corporate titans are tackled Premium content
...Et cetera, ad nauseam. The numbers seem to back up the thesis....
March 13, 2021
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
Companies
Prospering in the pandemic: 2020’s top 100 companies
...A new listing in Shanghai, bringing the company onto the newly formed Star Market for technology companies, gave shares a late boost. Peter Campbell in London 90....
January 1, 2021
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, 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 - Wednesday 5th August 2020
...al, with just $9bn on legacy oil and gas....
August 5, 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
Equities
Markets Now - Thursday 10th September
...Service Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 2020
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
May 9, 2019
News in-depthFT Alphaville
‘thank u, next’: how dating apps are transforming relationships
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
December 4, 2019
Inside BusinessPatrick Jenkins
Investors must keep up pressure on runaway banker pay
...Deutsche bankers beware: if German public opinion hardens further from its already hostile view of banks and bankers, Mr Sewing, Mr Ritchie et al could well find themselves the butt of calls for a “Deutschmerz...
March 25, 2019
FT AlphavilleColby Smith
Efforts to restrict worker mobility are bad for the economy
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
October 29, 2018
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Amazon’s new HQ
Amazon gets its new HQs but what do the winning cities stand to gain?
...Could the same happen in New York or Crystal City? “Amazon” Cuomo et al will hope not....
November 29, 2018
UK inward investment
Toyota to build next-generation car in Brexit Britain
...also lost production of the CR-V SUV....
February 28, 2018
Life & Arts
Britain’s film renaissance: made in UK, owned in USA?
...Nor has Britain seen the emergence of any new production companies to match Working Title, the Universal-backed but proudly British outfit behind Four Weddings, Bridget Jones, Darkest Hour et al, or independent...
April 30, 2018
Best of the FT in 2017
Corporate Year in Review 2017
..., writes Peter Campbell....
December 22, 2017
Lunch with the FTLunch with the FT: the best interviews of 2017
Nicholas Coleridge on Le Caprice, chauffeurs and glossy mags
...In 2015, the Newhouse family (which owns the publishing dynasty) rewarded his efforts with a 40 per cent pay rise, to £1.3m a year....
September 8, 2017
FT AlphavilleEquities
Further reading
...” – The Essar-Rosneft (et al) deal made StanChart v happy. – A Penn Wharton tax budget policy simulator. – Unemployment in America, mapped over time. – Hindus for Trump sounds like it was… fun....
October 18, 2016
UK economy
End of car tax disc sees bailiff costs soar
...In the same accounts, Rossendales said its revenue rose from £3.4m to £4.3m during the year....
August 19, 2016
FT AlphavilleDavid Keohane
Further reading
...- Borio et al on another possible secular stagnation explanation, namely the resource misallocations that accumulated during the previous financial boom....
April 15, 2016
The Monday Interview
A Syrian immigrant’s long journey to prove his worth in France
...He came top in the baccalaureate in his district, he was awarded a scholarship from president Hafez al-Assad, father of the current embattled Syrian leader....
July 31, 2016
UK companies
Euromoney overhauls board structure
...The governance overhaul comes as the group reported a 1 per cent fall in sales to £403.4m, while pre-tax profits climbed 21 per cent to £123.3m after the company booked an exceptional gain of £33m after...
November 19, 2015

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