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...However, even more interesting (and counter-intuitive) is Rogoff et al’s failure to find a statistical correlation between real rates and fundamental economic trends....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...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....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...al)....
...Sautner et al generate insights useful in predicting important outcomes, including job creation in disruptive green technologies and green patenting....
...Saudi Arabia is far from hanging up its jersey Yasir al-Rumayyan has had a busy few seasons....
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...To put it more simply: Jiang et al argue there are $2.2tn in mark-to-market losses out there, and there is only $2.2tn in equity in the US banking system....
...But even in the face of this poignant example, the Chan et al/Verdad view is very hard for a person like me to accept....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...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...
...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....
...Today, it announced €5.2bn of public support for its second hydrogen project, a sector regarded as essential for the transition to more sustainable energy....
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
...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....
...Or more specifically, did an old post from Jamie Powell help bring about the deathly squeeze on Melvin Capital et al?...
...Or, if the weather’s warm, try their signature Cappuccino Al Freddo, a frothy iced number whipped up in a milkshake maker....
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
...Trump et al v....
...The paper by Barber et al calculates that “the top 0.5% of stocks bought every day lose about 4.7% over the subsequent month”....
...After growing up in the countryside in Anhui province, he struggled through a number of odd jobs in Hefei, Anhui’s capital, before becoming China’s top ranked 100km runner....
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