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Arm Ltd
Arm’s an AI stock now. When’s the crash?
...The gist was that even though Arm had a 100 per cent monopoly in areas like smartphone CPUs, ubiquity did not mean pricing power....
February 13, 2024
FT AlphavilleClaire Jones
The eurozone’s response, digested
...And when we look back on the GDP charts years from now, we want to see this period marked by a sharp V....
March 16, 2020
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Equities
Markets Now - Friday 5th June 2020
...And yes, if we assume the V-shaped profits recovery factored into analysts’ eps estimates comes to pass, then in 18 months’ time the forward PE (red line below) will not look as ridiculous as the current...
June 5, 2020
Equities
Markets Now - Monday 6th April 2020
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
April 6, 2020
Equities
Markets Now - Tuesday 7th April 2020
...While Macquarie doesn’t say if the W’s in a font with a high middle peak like Helvetica or if it’s a low one like Andale Mono, the general gist is false dawn and sell the rally....
April 7, 2020
Equities
Markets Now - Thursday 26th March 2020
...Conversely a rapid recovery could see earnings recover faster than we expect.. 2:00pm GMT - Clyde Lewis of Peel Hunt has some v. interesting scenario work on the UK housebuilders: So for the base case...
March 26, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Life & Arts
Orwell v Huxley: whose dystopia are we living in today?
...He saw the information revolution coming — in the form of gigantic card-indexes, true, but he got the gist....
January 18, 2019
Equities
Markets Now - LIVE - Wednesday 11th March 2020
...boost NHS readiness to deal with COVID-19; (ii) allow for SME loan forbearance; (iii) offer tax repayment holidays to certain afflicted companies; (iv) assist in the payment of sickness benefits; and (v)...
March 11, 2020
FT AlphavilleJemima Kelly
Crypto-courting in Kaliningrad
...Cryptolyfe is as glamorous as it is high-tech: The gist is that this region, surrounded by the EU and Nato while a member of neither, and separated from Mother Russia by two other countries and about 300...
June 20, 2018
FT AlphavilleJoseph Cotterill
“Edge”, SEC v Steve Cohen edition
...Meanwhile, here’s the gist of the SEC’s claims relating to the Elan trades: Cohen encouraged Martoma to speak with the doctor who Cohen had been told may have seen Phase II Trial results—information that...
July 19, 2013
FT AlphavilleJoseph Cotterill
“Repent, Argentina!” said the ticktock judges (part one)
...It was kind of vague, but the gist was that holdouts would get paid the same percentage of their bonds as the percentage the exchange bondholders got....
March 2, 2013
FT AlphavilleJoseph Cotterill
Stop, in the name of restructured Argentine bondholders [updated]
...(We first covered the gist of those arguments here.)...
November 27, 2012
FT AlphavilleHedge funds
Citi hedge fund’s disastrous loan investment: ProSieben?
...The gist of which, must surely have revolved around Pickett’s massive and singular mistimed bet on a leveraged corporate loan. The Journal writes: Mr....
February 15, 2008
Life & Arts
Sunrise and vines
...The wine might be 30 per cent better, was the gist, but with costs at 60 per cent or higher, no one was going to be dumb enough to make the experiment....
May 16, 2008
Life & Arts
Always the lion in the room
...The gist is as follows....
February 9, 2008
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA

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