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Banks
Mike Mayo ❤️ Citi
...(3) Citi is our #1 large-cap bank investment....
January 2, 2024
FT Magazine
‘We’re all maggots’: an audience with Jim Riswold, the copywriter behind some of Nike’s greatest adverts
...But after learning he may soon die, Riswold was glad that he’d dedicated so much time to what would become the exhibition, Two Wars in One....
March 9, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...Then I read W. Brian Arthur’s paper “Increasing Returns and the New World of Business”....
February 5, 2024
Carlyle Group LP
Carlyle: the buyout pioneer in need of a CEO
...Lee sought to close the gap by pushing the firm into credit, real estate and insurance-based investments, mimicking a strategy that had proved successful for competitors....
December 22, 2022
HTSIHow To Give It 2022
The A to Z of stylish giving
...develop regenerative farming and support textile makers in the area. brunellocucinelli.com D is for DeMellier The London-based handbag brand has a permanent initiative, A Bag, A Life, that donates money...
December 10, 2022
The Future of Money
Inside Mastercard’s first party in the metaverse Premium content
...You’d have to staff tens of thousands of people to be able to review income documents as applicants are applying for credit....
April 11, 2022
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
The Future of Money
Social media companies jump on the NFT bandwagon Premium content
...What made you think you’d be more successful in this industry?...
February 7, 2022
Transcript
Brazil’s bullish finance minister
...Where there’s a lot of disagreement is about what happens next year, so most economists see Brazil’s V turning into a W next year with a fresh recession coming up....
December 3, 2021
Energy Source
Decoding the Dakota Access Pipeline ruling Premium content
...Whichever shape the recovery takes — V, W or L — any emissions decline flattens out by the middle of the decade....
July 9, 2020
FT Swamp Notes
It’s early
...As I explore in my latest column, this isn’t going to be a V-shaped stock price recovery — I think it will be a choice between a W (probably with several peaks and valleys) and an L....
March 2, 2020
Equities
Markets Now - Thursday 7th May 2020
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
May 7, 2020
Equities
Markets Now - Thursday 25th June 2020
...[W]e think that, even considering the liquidity of the stabilization package, shares do not reflect the impact of Covid-19....
June 25, 2020
Equities
Markets Now - Monday 8th June 2020
...Best placed if the recovery is W shaped: Hays' average cons FY20/21e EPS are cut by c.70% YTD vs. 35-60% downgrades for others. We see limited downside even if the recovery is W shaped....
June 8, 2020
Equities
Markets Now - Friday 24th April 2020
...Well, w e think that w e already assume that quite a lot of things will! Impairments rose by 75% YoY to £0.7bn in 2019 and w e continue to model a further 300% YoY increase to £2.8bn in 2020e....
April 24, 2020
Apple Inc
Apple CEO puts employees at centre of ‘Dreamer’ appeal
...Mr Cook said that if another employee, an Apple Maps analyst from Peru known as W.V., had to leave the country, “his supervisor worries, ‘I don’t know if his replacement would be able to do what he can do...
October 2, 2019
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Equities
Markets Now - Thursday 9th April 2020
...It’d be dumb and meaningless to overlay the FTSE 100 onto a graph showing global coronavirus deaths....
April 9, 2020
Equities
Markets Now - Wednesday 1st July 2020
...Takeout speculation does add the icing on the cake for our investment case. Buy confirmed....
July 1, 2020
Equities
Markets Now - Thursday 4th June 2020
...A V-shaped recovery in kneecaps isn’t in the price, they say....
June 4, 2020
Equities
Markets Now - Tuesday 14th April 2020
...Back to Goldman: Taking into account updated core-OPEC production guidance from April, this headline deal represents a 12.4mb/d cut from claimed April OPEC+ production but only a 7.2mb/d cut from 1Q20 average...
April 14, 2020
UK business
UK economists’ survey: recovery will be slower than in peer countries
...The most disconcerting aspect of the Brexit process remains the absence of what George H.W....
January 3, 2021
Life & Arts
Welcome to the age of the avatar
...You could see the hairs I thought I’d shaved that morning. A-fun Interactive is located in an office building in a commercial district in Seoul, South Korea....
December 12, 2019
Equities
Markets Now - Monday 30th March 2020
...Here’s Commerzbank: Equity markets staged a decent rally last week with e.g. the S&P 500 up 10.4% w/w, and weekly trough to peak performance exceeding 20%....
March 30, 2020
Equities
Markets Now - Tuesday 31st March 2020
...WPP will also reduce is planned capex from £400m to v£300m....
March 31, 2020
Equities
Markets Now - LIVE - Tuesday 10th March 2020
...We’d suggest the clearing price would likely be in the range 10-20p/shr....
March 10, 2020
Equities
Markets Now - Wednesday 25th March 2020
...[W]e have already seen QE being stepped up significantly in the US, the UK and Europe....
March 25, 2020

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