Hints and tips:
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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)....
...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”....
...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...
...Although early days, the Green Deal could be a catalyst in the mid-term....
...RedDoorz remains far behind Oyo in overall inventory, though....
...Feldman et al. have a sense why that is:The access to capital investment and the ability to spread risks among many small shareholders appears to facilitate heavier investments in R&D, arguably the riskiest...
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
...A surprising feature of the nowcasts published by Professor Reichlin et al is that Germany (green line above) is becoming embroiled in the general weakness of the eurozone to a much greater extent than the...
...Hynes et al think the softness will continue for a few months: We remain unconvinced that this rally will resume any time soon....
...So, Bernanke et al are now going to be increasingly targeting longer-term interest rates as a means to revive growth, mitigate double-dip risks and avoid a potentially destabilizing deflationary experience...
...at Barclays Capital, and Pimco’s release this week of managing director Bill Gross’s latest investment outlook....
...“The cutback in capital spending will come back very quickly – it will be a classic ‘V’,” predicts Andrew Bartels, head of research at Forrester....
...the surface… In other words, the “green shoots” are being nurtured by a combination of massive fiscal fertilizer and monetary liquidity (not to mention inventory irrigation and rays of sun from the capital...
...Exhibit One here is a thoughtful paper from Barclays Capital, entitled “Green Shoots Have Arrived”. The BarCap case rests on three legs. First, expectations are now so awful they will be easy to beat....
...And why, now, doesn’t someone come along and eat Durant for lunch, in the way that Blockbuster has been laid low by Netflix et al? There are two answers (at least)....
...Now we have to work out how to get down – and most mountaineering accidents happen on the way down,” says Julian Callow of Barclays Capital....
...Related Links: Bull market Britain – FT Alphaville Signs of recovery in China’s workshops raise fears for Asian industry and prices – The Times Checking the markets - CNBC Market sentiment: Faber et al...
...Freddie Mac and Fannie Mae (on behalf of) suing in NYC and DC: Bassman v. Syron, et. al (FRE) Agnes v....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...Through such additional considerations, investors such as Buffett/Fischer/Greenblatt, et. al. seem to have dramatically improved upon Mr. Grahams original concept. Thank you....
...THE ENCYCLOPEDIA OF GUILTY PLEASURES edited by Michael Moran et al John Murray ₤12.99, 352 pages Classic toilet material: its half-page alphabetical entries are eclectic, opinionated tilts at icons and...
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