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...I don’t know if I said that earlier. But really, it’s that pricing power, which is a combination of headline prices and discipline around discounts....
...Personally, I hold Michael Douglas wearing a chunky bottle green jumper over a bare chest in 1992’s Basic Instinct as the pinnacle of V-neck wearing....
...As Chris Verrone of Strategas noted yesterday, rising breadth helps make market euphoria look a bit less scary: The immediate risk we see is sentiment (i.e., the bar of expectations is high), but so far...
...(in this case, operating margin) over a shortish time period (in this case, five years)....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...That said, once the strategies’ delta goes to ~1 (i.e., call delta to zero), dealers would no longer be suppressing volatility / buying on the move lower via their long gamma hedging....
...This group of investors generally views Robotaxi (i.e. fully autonomous vehicles running on the Tesla network) as a very long-dated opportunity....
...(I should note that Asness does not believe in a size factor per se....
...The S&P 500 is up 4 per cent year to date....
...I can’t rule that out, but it just doesn’t sound very promising to me. So I don’t see a lot coming out of the Amazon case. Unhedged: How about the two cases against Google?...
...I mean, sure, private equity dudes care, but should the rest of us?...
...If such a negative feedback loop were to take hold (as it did in the 1970s), investors would move out of equities and into fixed income assets – i.e. seek to receive elevated yields that companies and governments...
...Bubble hunters might be able to make a better case against Apple or Microsoft: they look more expensive than the two advertisers, but without better near-term growth (in Apple’s case, growth is much lower...
...Note D(i) states that the following will be considered non-human: “(i) Toys representing animals or non-human creatures even if possessing predominantly human physical characteristics (e.g. angels, robots...
...When asset managers could barely open their mouths without uttering the letters E, S and G — investment with environmental, social or governance aims — this sector often got the cold shoulder....
...“I could not be less interested,” he says. His wife Sophie adds that “the whole carbon scene is quite cowboy-ish.”...
...[However,] in most cases it is hard to track who is doing what.”...
...Bank regulators probably should, as there is a good case that they have been clumsy here. More than that, however, I think Kelly’s point about the importance of stock prices is generalisable....
...But I’d be stunned if they didn’t ask for a fee, in whatever form, worth multiple billions of dollars.”...
...“I don’t see a move away from casualisation and a return of formal wear and accessories on the horizon,” he says....
...Drink the finest wines known to humanity, bore each other to death with Richard E Grant quotes....
...In one of the more extreme cases, Airbnb borrowed with a so-called conversion premium of more than 70 per cent....
...“I see what I do as a bespoke service.” Whenever she has time for repair commissions, she announces them on her newsletter....
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
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