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....
...As the tribunal decision summarised it: Walkers contend that the products should be zero-rated for VAT purposes on the basis that they fall within Item 1 of Group 1 of Part II to Schedule 8 VAT, being “...
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...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....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
...Trump et al v....
...Monday, July 13 from 12pm-1pm ET. Sign up here....
...For these five names we are now (on avg) 6%/8% above 2021/22 consensus EPS ests On forward P/E (using consensus estimates), the group trades 1 standard deviation above the historical average....
...Group sales were flat and ebita was up 8 per cent on a margin of 1.3 per cent, resulting in a 0.7p EPS loss, which looks slightly better than a very unreliable consensus....
...al, with just $9bn on legacy oil and gas....
...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...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Ranking “danger” It seems Benzell et al. have a funny way of determining the “danger” of a given location....
...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....
...al), which improves SONG’s negotiating position. . . . . uh, great?...
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
...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)....
...Dave Lee 45. CATL Sector: auto parts / HQ: Ningde, China Key stat: The Chinese group is investing €1.8bn in a German battery plant....
...Don’t forget to click here if you’d like to receive Long Story Short by email every Friday. 1. What on earth will we talk about when it’s over? Brexit....
...The Prix Pictet exhibition “Hope” is at the V&A Museum, London, November 14-December 8; vam.ac.uk....
...QSI-owned Ligue 1 giants Paris Saint-Germain are among the richest and most successful teams in Europe....
...He talks about climate change as a given, as does everyone here, because they have already seen its effects....
...Lee Kuan Yew prepared succession. So please share with us what would the process be by which your successor will be chosen....
...She describes the brands as “idiosyncratic to the Australian way of life”, which might explain her success in standing up to the relentless march of Zara, Topshop et al....
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