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...
...Buonanno et al conclude from a study of their tax returns that purging City Hall of mobsters results in “a significant and sizeable increase of social capital” over the long term....
...It may also do more to postpone a Chinese economic crash, rather than prevent it. Still, the study by Subramanian et al should remind us why we care about globalisation....
...A classic doom loop, in other words. But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...strikes, car and credit card loan delinquencies, et al)....
...CC Pakistan et al....
...Saudi Arabia is far from hanging up its jersey Yasir al-Rumayyan has had a busy few seasons....
...Plus if you really miss Brian Cox et al, you can slowly flick through the archive photographs while humming a haunting piano theme....
...Oh, now I come to think of it, there is just one thing — every so often I goes down to the yard and I bawls, ‘Faster, you fuckers!’”...
...And I think you could think of this as a knock against US stocks, right? What about the Mag Seven? What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al?...
...Four weeks ago, Philip Dybvig, Douglas Diamond et al won the Riksbank Prize....
...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....
...it uses capital from the Just Energy Transition Plan, a $20bn public and private financing mechanism....
...And for all the flaws of the current approach to equity and inclusion, Edmans et al say it does seem to be bearing some fruit: the average DEI score from their calculations has risen from 4.1 out of 5 in...
...Isn’t it high time the regulators increased oversight on Blackstone and Apollo, et al, as this relatively new and powerful group of financial titans continue their march to the top of the heap on Wall Street...
...To put it more simply: Jiang et al argue there are $2.2tn in mark-to-market losses out there, and there is only $2.2tn in equity in the US banking system....
...An enormous amount of capital expenditure is going into what they hope is a new boom in generative AI....
...The biggest motor insurers in the UK, for example, are the same ones that were around a decade or two ago — Aviva, Admiral, Direct Line et al. It is a similar story in the US....
...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....
...The mid 19th century saw the arrival of Italy’s big breweries — Peroni, Moretti, Poretti, Menabrea et al — as well as the grape phylloxera blight that drove demand for alternatives to wine....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...Further reading: The Restructuring Process — Buchheit et al. (2019)Government bonds since Waterloo — Meyer et al. (2021)The aftermath of sovereign debt crises: a narrative approach — Esteves et al. (2021...
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
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