Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...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....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...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....
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
...Funds may have sold out of Valeant, Apple et al before the rot set in....
...For the local guys in those two monster segments, the threat has always been that Uber, Amazon et al can simply come in and eat their lunch....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...Basically, another angry reflection of how important rising wages are to Abenomics’ success and how irritated Abe et al are at those big companies refusing to part with the extra yen Abenomics has brought...
...Mr Gilauri et al have normal contracts with the UK-based holding company. This two-tier system may just about satisfy the letter of the UK’s Corporate Governance Code....
...- Five hits from Scott Sumner, on the eurozone, FOMC, et al....
...Ratings triggers, forced sales, systemic cliff risk, et al. Still a feature in some eurozone periphery bonds, despite the rally. Portugal for instance....
...Abrahamson et al find evidence that “strategic pricing” (implicit collusion) is as strong as ever in the US IPO market....
...at the time, as anyone who can recall the dramas of 1991 (the Salomon Brothers affair), 1992 (Soros et al and the ERM), 1994 (the bond market collapse), 1997 (Asian crisis) and 1998 (Russian default, LTCM...
...So, in the tradition of AA Milne’s investigation of the butter for “The King’s Breakfast” – in which “The King asked The Queen, and The Queen asked The Dairymaid” et al – we spoke to Ginny Broad of the IMA...
...Messrs Cable, Darling et al say they don’t care! They should. Moving key staff (100 or so) plus capital is relatively inexpensive....
...It underlines how France Telecom et al in Europe may also find it hard to get the technology company to pay....
...ET February 11, 2010 SCHAUMBURG, Ill., February 11, 2010 – Motorola, Inc. (NYSE: MOT) today announced the Company is targeting the first quarter of 2011 for its planned separation....
...Because quasi-ownership through having funded the Tarp, PPIP et al wasn’t enough for the US taxpayer, who one must also assume is canny enough to make risk-reward assessments of the type so successfully...
International Edition