Hints and tips:
...Bunzl, Howdens et al are generally smaller than the household names, and smaller companies can grow faster. Bunzl’s revenues, for example, have increased from £2.7bn to £11.8bn over the past 20 years....
...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....
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...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....
...In 2022, McKillen was awarded L’Ordre des Arts et des Lettres by the French government for his contribution to the country’s culture....
...As Wachowiak et al correctly note, the recent pressures militating in favour of greater cooperation (Ukraine, a second Trump presidency, fiscal constraints), “have not, to date, proven sufficient to overcome...
...Another, similar question: What does this mean for Robert Jenrick, Suella Braverman, et al? Handily this has the same answer: it’s not good either!...
...Still, the study by Subramanian et al should remind us why we care about globalisation....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...Setting aside the threat of ChatGPT et al to those of us who write for a living, I feel moved to defend wine professionals in general and the need to retain the personal touch in much of what we do....
...The perception of higher masculinity as indicated by a high [dominance] score violates the female stereotype, which Oh et al. [2019, 2020] suggest dominant-looking female analysts are perceived as less likable...
...It retells the established adventures of Odin, Thor, Loki et al, alongside brand-new ones set in the present day....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...There’s an almost sweet reluctance to acknowledge the value of being able to sell certain goods and services into a large market on your doorstep....
...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....
...services and lure back customers tempted by low-cost airlines....
...Arnott et al estimate that stocks ejected from the S&P 500 actually outperformed new entrants by an average of 2,200 basis points in the year after the index rejig (FTAV has written about the index inclusion...
...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....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Isn’t it high time the regulators increased oversight on Blackstone and Apollo, et al, as this relatively new and powerful group of financial titans continue their march to the top of the heap on Wall Street...
...Woman, Life, Freedom by Marjane Satrapi et al (Seven Stories Press) The much-feted author of the graphic novel Persepolis leads a collection of vivid, “visually stunning” accounts of the current unrest gripping...
...The point is to be a convening place that can contribute by offering “le gîte et le couvert” — “a place to eat and a place to sleep” — she added....
...Bertrand et al then examined the impact of acquisitions due to benchmark inclusions....
...Citi’s Ben Nabarro has summed up the complex action vs words balance Andrew Bailey et al. will need to strike at a “tight call” meeting....
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