Hints and tips:
...The fusillades Carl Icahn has aimed at corporate boardrooms have made him one of the most famous and feared activist investors on Wall Street....
...Start with some high level numbers, courtesy of S&P’s excellent Howard Silverblatt....
...The average value of semiconductors per car is forecast to rise from $700 in 2020 to $1,138 by 2028, according to S&P Global Mobility....
...S&P 500 and options tied to the Vix....
...The blue-chip S&P 500 closed up 0.9 per cent, at a new record, continuing a rally that has pushed the index 27 per cent higher since October. The Nasdaq Composite gained 1.3 per cent....
...He said, if you bought our units in 2000, I think it was 2000, he said, (inaudible) until today you’ve beat the S&P. Ortenca AliajYeah....
...S&P Global Commodity Insights estimates approximately 6-10 per cent of European industrial gas consumption is gone forever due to demand destruction....
...Listen here Inside the bearish bet that cost $9bn In the aftermath of the 2008 financial crisis, Carl Icahn’s Icahn Enterprises started aggressively betting on a market collapse....
...“We haven’t tested this [relationship] over multiple cycles,” says Carl Riccadonna, US economist at BNP Paribas....
...Jefferies has hired Dennis Kwan as a managing director in its private capital advisory team based in Hong Kong....
...Activist investor Carl Icahn has secured two seats on the board of US airliner JetBlue....
...S&P Global forecasts that the 12-month trailing default rate for speculative-grade securities will jump from the current 2.5 per cent to 4.5 per cent by early 2024....
...Not with the p-word, obviously....
...But Carl Riccadonna of BNP Paribas says that historically, unemployment doesn’t begin to increase until monthly payroll growth falls to about 100,000....
...For one hour a month, a disappointed Carl Quintanilla tells viewers about the companies that have made that month’s Nasdaq Naughty List....
...Billionaire investor Carl Icahn, meanwhile, branded the transaction “one of the worst disasters in financial history” as he launched an activist campaign seeking to unseat Hollub....
...One good read “It sounds corny, but money is just not that important to Carl [Icahn] . . . It’s winning that’s important.”...
...One notable exception: Berkshire Hathaway, which rose 3.4 per cent after Saturday’s earnings, and after Unhedged wrote that Berkshire probably can’t sustainably beat the S&P 500....
...Here’s what else I’m keeping tabs on today and over the weekend: Economic data: S&P Global releases its flash June purchasing managers’ index for services and manufacturing businesses in the US....
...Hiring junk bond market stalwarts helped, with Drahi enlisting as top executives the likes of Morgan Stanley’s former top telecoms banker Dexter Goei and Dennis Okhuijsen, previously treasurer of “cable...
...Nasdaq 100 futures pointed to a 1.6 per cent gain at the open, while the S&P 500 was predicted to rise 0.6 per cent....
...Activist investor Carl Icahn this week called on US biotech Illumina to bring back its former boss Jay Flatley — his latest move in a brewing proxy fight with the company....
...The S&P 500 and Nasdaq Composite both finished at their highest levels since August 2022. Read more on the possible compromise. 3....
...Lululemon Athletica reports on Thursday and Carl Zeiss Meditec on Friday....
...In 2021 she had a star turn with Carl Freedman at Frieze London, presenting vases with phallic tentacles erupting from open mouths....
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