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UnhedgedRobert Armstrong
Risk on, economy off Premium content
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
January 25, 2023
FT Swamp Notes
The high cost of British frivolity Premium content
....” — Mike Clark, Oxfordshire, UK...
July 8, 2022
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
UnhedgedRobert Armstrong
Readers see a recession Premium content
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
June 8, 2022
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
City Bulletin
Cineworld upbeat after return of film lovers Premium content
...(Sign-up here) Pilita Clark With the pandemic turning working life upside down, one company has decided to ditch its fancy downtown offices and see if it can find new workplaces that capture the best of...
May 24, 2021
US & Canadian companies
Will Covid and Klarna kill the credit card?
...“If I think of the amount of pressure I’m under as a deposit taker and the care and attention I have to take when providing unsecured lending to younger people, it is staggering me that Klarna et al are...
September 17, 2021
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
Scoreboard
China’s football dreams punctured as its corporate titans are tackled Premium content
...Et cetera, ad nauseam. The numbers seem to back up the thesis....
March 13, 2021
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
News in-depthThe Big Read
Fifty people who shaped the decade
...Henry Foy Taylor Swift The world’s most powerful pop star The singer-songwriter has sold 37.3m albums and been named artist of the decade by both the American Music Awards and Billboard....
December 24, 2019
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Wednesday 5th August 2020
...al, with just $9bn on legacy oil and gas....
August 5, 2020
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Equities
Markets Now - Thursday 10th September
...Service Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 2020
FirstFT
FirstFT: Today’s top stories
...(FT) Inside Syria’s final battle There are some 3m civilians trapped in north-west Syria near the Turkish border, facing an intense bombing campaign by forces loyal to Bashar al-Assad....
February 17, 2020
FT Live
Accelerating the Energy Transition in Asia
Industrial strategies and policy drivers for sustainability
Tuesday, 30 JulyMandala Club, 31 Bukit Pasoh Rd, Singapore 089845
FirstFT
FirstFT: Today’s top stories
...(FT, Al Jazeera) Philippine volcano erupts A volcano has erupted in the Philippines, disrupting hundreds of flights and forcing schools and the stock exchange to shut....
January 13, 2020
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
May 9, 2019
Inside BusinessPatrick Jenkins
Investors must keep up pressure on runaway banker pay
...Deutsche bankers beware: if German public opinion hardens further from its already hostile view of banks and bankers, Mr Sewing, Mr Ritchie et al could well find themselves the butt of calls for a “Deutschmerz...
March 25, 2019
Letter
Too few audit firms have truly global capabilities
...Better alternative first steps are to prevent the audit firms from providing consulting services to any of the FTSE 100 companies, and for FTSE shareholders to encourage Grant Thornton, BDO et al to scale...
October 1, 2018
FT AlphavilleColby Smith
Efforts to restrict worker mobility are bad for the economy
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
October 29, 2018
Theatre
When science becomes performance art
...In the past couple of years Shrinking Space, a science-event production company run by Andy Franzkowiak and Mary Jane Edwards, has created a son et lumière for the botanic gardens in Wakehurst, West Sussex...
October 19, 2018
Amazon’s new HQ
Amazon gets its new HQs but what do the winning cities stand to gain?
...Could the same happen in New York or Crystal City? “Amazon” Cuomo et al will hope not....
November 29, 2018
UK inward investment
Toyota to build next-generation car in Brexit Britain
...The government pledged a £21.3m grant towards retooling Toyota’s Burnaston plant last year, and Greg Clark, the business secretary, said the company’s Auris announcement was “testament to the highly skilled...
February 28, 2018
Life & Arts
Britain’s film renaissance: made in UK, owned in USA?
...Nor has Britain seen the emergence of any new production companies to match Working Title, the Universal-backed but proudly British outfit behind Four Weddings, Bridget Jones, Darkest Hour et al, or independent...
April 30, 2018
Energy Source
Mohammed bin Salman tightens his grip
...And if it’s electrons and if it’s V-Power [petrol and diesel] and if it’s hydrogen, we want to be there for our customers” — Jessica Uhl, chief financial officer of Royal Dutch Shell, discusses the company...
November 6, 2017

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