Hints and tips:
...Income Growth Over Five Generations of Americans (FEDS) — The Dream of the 90’s, Part V: How to Return to Productivity Growth Today (Employ America) — All-Time Highs in the Stock Market are Usually Followed...
...BUY: [AAPL, GOOGL, AMZN, MSFT, TSLA, FB, NVDA, JNJ, BRK-B, JPM, V, PG, UNH, MA, INTC, ADBE, HD, VZ, DIS, NFLX, PYPL, CRM, XOM, CMCSA, CSCO, PEP, ABBV, ABT, BAC, KO, T, MRK, NKE, NVAX, TMO, WMT, CVX, PFE,...
...Risc-V, mentioned above, is an alternative architecture for low-power chips that’s open-source and free to use....
...(Mastodon) — Brompton Square V (OneFineStay, h/t Lucy Watson)...
...Jamie Powell has now formally left FTAV (sob) but Robin is back in Oslo from a badly-timed but worthwhile trip to the US, while Bryce has been reinforced with the addition of George Steer to the team in...
...The UK has taken a few days off to celebrate their hereditary monarch reaching an arbitrary monarchical milestone, so George and Bryce are away, leaving me alone at FTAV Towers....
...“The deep-V recovery we saw in the second half of 2020 has continued into 2021, with sales activity continuing to strengthen across all territories,” said Simon Cleaver, CloudCall CEO....
...She argued that while markets were pricing in a V-shaped recovery for the US economy, “we are expecting something less resilient”, after US jobless claims rose back above 1m last week....
...see six major policy catalysts in Europe that could accelerate value creation in the sector: (i) the Green Deal; (ii) the EU stimulus plan; (iii) the 2030 carbon target; (iv) ETS reform (carbon scheme); (v)...
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...Earlier data increases our economists conviction in a V-shaped recovery: Economic data in aggregate have continued to surprise to the upside, building our confidence in a V-shaped recovery....
...Just 30% expect a V shaped recovery in the stock market....
...Currently, the probability of the Democrats winning control of the Senate stands at 63% (according to PredictIt); iv) the sector is more technically disrupted than many investors realise; and v) net consensus...
...pre-software intangibles write-down and FX) but the materially higher-than consensus impairments as well as the very cautious outlook commentary outweigh the positives on revenues and costs; 2) Revenues were 3.4%v...
...management is guiding for volumes this year to be down c.40% and there will be a “knock on impact on 2021 delivery”, broadly in line with our expectations for FY20 volumes -39% and FY21 -19% below 19 levels; v)...
...That could dent hopes — fuelled by data last week that showed the US added almost 5m jobs in June — for a V-shaped recovery in the global economy....
...Weighing in at ~7,000 words and with 84 references, G4S’s Wiki “controversies surrounding . . .” rap sheet is longer than the ones for the Legion of Christ and Grand Theft Auto V, though not quite as long...
...We think it’s largely right that the gaming sector will enjoy a V-shaped recovery as sporting events resume....
...And yes, if we assume the V-shaped profits recovery factored into analysts’ eps estimates comes to pass, then in 18 months’ time the forward PE (red line below) will not look as ridiculous as the current...
...Valuation pricing in a V-shaped recovery. We think the JD share price was clearly oversold during the COVID crisis, falling around two thirds from highs reached earlier this year....
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...Sit back, relax and enjoy the first day of the V-shaped recovery. ... Which is not to suggest that - ... Neverthele - ... Yet let’s not overlook the fact tha - ... If you’ll just let me fini - ......
...V-shaped recovery in professional information transactions We also argue that consensus is too bearish on the recovery trajectory of key non subscription based/transactional revenue streams, especially...
...While they accept the extraordinary policy response as having done its job to stop the decline, they remain sceptical it can lead to a V-shaped recovery....
...A V-shaped recovery in kneecaps isn’t in the price, they say....
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