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Emerging market investing
Revisiting Bloody Ridiculous Investment Concepts
...Of course, O’Neill et al were mostly talking about these countries as burgeoning economies with tons of potential. And many of these countries have indeed subsequently done well....
March 6, 2024
Apple Inc
‘Sell Apple’
...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....
February 27, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
On Wall StreetJoe Miller
‘Spoofing’ case might draw back curtain on high-speed trading firms
...Last month, NWBO and its Reddit fans were rebuffed by a Manhattan court, which granted Citadel et al’s motion to dismiss the case. But there was a sting in the tail....
March 2, 2024
FT MagazineJancis Robinson
Napa Valley is California’s wine barometer, an expensive one
...They followed the Pinault family of Ch Latour et al, who, in 2013, bought what is now called The Eisele Vineyard from the Araujos, and were so confident of their savoir-faire that they didn’t even impose...
April 20, 2024
HM Revenue & Customs
Walkers’ Sensations Poppadoms vs HMRC: Crunch time
...Last week, a verdict was passed down in the case of Walkers Snack Foods Ltd v Commissioners for His Majesty’s Revenue and Customs, with first-tier tribunal judges Anne Fairpo and Sonia Gable ruling against...
January 19, 2024
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
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Domino's Pizza Inc
Is this the world’s most pizza-addicted man?
...Was this the year where Weiner et al. finally opened their eyes to the delights of boneless chicken, Domino’s pasta and sandwiches, or even the occasional salad?...
March 22, 2023
Investing in funds
Bill Gross: Bond-fund taxonomist
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
October 19, 2022
Oil
No school like the old-skool
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
May 25, 2022
UnhedgedRobert Armstrong
The SEC should not touch crypto Premium content
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
December 9, 2022
US equities
No Country for Old Tech Either
...The FANG+ index — which includes Tesla and Baidu as well as Facebook et al — may be only down a little at pixel time, but it has plunged by just over a quarter since the turn of the year....
April 29, 2022
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...et al v....
December 11, 2020
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
Due Diligence
The decline of an American institution Premium content
...Al-Hajri, the brother-in-law of Sheikh Tamim bin Hamad Al Thani, the emir of Qatar, recently acquired the hotel from members of the wealthy Barclay family....
May 7, 2020
Television
Apple TV+, growing pains and new adoption dramedy Trying
...al — arrived....
April 24, 2020
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Inside BusinessPatrick Jenkins
Uber looks to radical financing to fund driverless cars
...al, overcome the challenges and build those Fleits after all....
February 3, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
FTWeekend Live Q&A
What are the week’s new films to watch from home?
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
March 26, 2020
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...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....
May 9, 2019
Equities
Markets Now - Thursday 14th May 2020
...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....
May 14, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...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...
April 22, 2020
News in-depthFT Alphaville
‘thank u, next’: how dating apps are transforming relationships
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
December 4, 2019
Equities
Markets Now - Friday 24th April 2020
...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)....
April 24, 2020
FT SeriesSomeone is wrong on the internet
'Short-termism' isn't a thing, say Fed economists
...Feldman et al. have a sense why that is:The access to capital investment and the ability to spread risks among many small shareholders appears to facilitate heavier investments in R&D, arguably the riskiest...
October 5, 2018
FT AlphavilleColby Smith
Efforts to restrict worker mobility are bad for the economy
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
October 29, 2018

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