Hints and tips:
...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...
...Designs for continuing and returning productions of the long-playing classics – Miss Saigon, Les Mis et al – are widely available, but discerning fans will be able to distinguish between a Cats T-shirt from...
...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....
...(New Yorker) — Erik Brynjolfsson et al paper on using generative AI in customer support (NBER)...
...It’s from JPMorgan analysts Tien-tsin Huang et al, who cover IT services at the bank....
...Terry Davies’s radical rearrangement allows Bourne to break free of the traditional narrative and evade odious comparisons with Lavrovsky, MacMillan, Nureyev et al....
...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....
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...In today’s newsletter: JPMorgan vs Goldman Sachs Czech billionaire hits it big at Casino Sony gives up the game Goldman gets ahead of the bad press It’s a great time to work at JPMorgan Chase....
...Ronnie Walker et al. write (our emphasis): — We see two main channels through which a lower response rate can impact the JOLTS job openings statistics....
...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....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...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....
...The suites vary, but all are 50sq m with courtyard entrances, and furnished with pieces by – or at least inspired by – Arne Jacobsen, Eero Saarinen, Joe Colombo, Isamu Noguchi, Charles and Ray Eames et al...
...Barclays’ economist Philippe Gudin de Vallerin et al explain the evolution of public debt as . . . ... the sum of the primary balance as a percentage of GDP and the debt-to-GDP ratio for the previous period...
...But there’s something else he said that day that probably does more to explain the endurance of Benzema et al today....
...“Justice Thomas was the sole member of the Supreme Court who would have allowed records from Trump, Meadows, et al to be withheld from House Jan 6 Committee,” Kaine said on Twitter....
...In her own field, she names bass-baritone Davóne Tines, soprano Julia Bullock (her co-star in Theodora) and flautist Claire Chase....
...Independent hawkers are in on the fun too: there’s even a new family-owned bakery in town, Buns from Home, that’s dedicated almost entirely to buns — chocolate, coconut, pistachio et al....
...Ambani vs Bezos: the two-and-a-half-year saga takes a dramatic turn Even after seizing the title of Asia’s richest man and the 10th-richest person in the world, Reliance Industries chair Mukesh Ambani’s...
...Once they’ve mastered new methods, they’ll pass some of them on to Chanel et al. “The Barrie brand is a shop window so people can see what we can actually do,” he says....
...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...
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
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