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Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...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....
September 11, 2023
UnhedgedRobert Armstrong
Techs good, transports bad Premium content
...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....
April 28, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Europe
Europe’s wrong-type-of-inflation problem
...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...
July 27, 2022
Europe Express
A stormy start to 2020
...Candidates for the inquiry include assessing the cyber security risks of the Internet of Things or a deep look at how Google, Facebook et al gather data to potentially disadvantage rivals....
January 6, 2020
FT AlphavilleKadhim Shubber
The never ending research note on ageing (yes, that one)
...The low-income elderly are almost entirely reliant on public transfers such as Social Security in retirement....
May 23, 2016
beyondbricsMarkets
Guest post: the real minimum wage and poverty reduction
...In China, there is even a productivity boost, with Poncet et al. (2014) finding that minimum wage growth increases the productivity of surviving firms and allows more productive firms to replace the least...
February 3, 2015
FT Live
Future of AI
Igniting a new era of innovation and investment
Wednesday, 6 NovemberLondon. UK
US downturn
Full text: Obama vs House Republicans
...Social Security we could probably fix the same way Tip O’Neill and Ronald Reagan sat down together and they could figure something out. That is manageable....
January 29, 2010

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