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...This group of investors generally views Robotaxi (i.e. fully autonomous vehicles running on the Tesla network) as a very long-dated opportunity....
...Retail & e-commerce take first place with a total of 76 companies accepting crypto payments....
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
...spite of its Tesla handicap (down 27 per cent year-to-date on a miss, a vague warning and a wayward CEO) the Mag7 has continued to outgrow the S&P 493: “Investors often ask us whether the group’s 30x P/E...
...We believe that the combined company would be an even more important partner to multi-national CPG and e- commerce companies, driving above market growth....
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...[E]very 1% penetration of Bitcoin’s current ~$900b market cap would equate to $9b of AUM, potentially representing $26m of revenue at 29 bps median fee rate....
...Johnson went on to lead PG&E Corporation, where he lasted 384x longer. Or a year and 19 days to be precise....
...The 2023 selection, for example, has Emmanuel Macron resigning, the IMF splintering, and the UK calling another EU referendum, all of which would make for an exciting December....
...[W]e find little systematic evidence for the two most famous market seasonals, and particularly for the alleged ‘sell in May’ pattern of broad-based USD strength....
...And whenever markets go haywire, dealers revert to voice: [W]e considered two different types of volatility events: an increase in the idiosyncratic (bond-level) volatility triggered by credit rating downgrades...
...is maintained as a priority, i.e., it is the lesser of two evils and it is better to support the share price rather than risk an already low share price falling further....
...It’s an interesting approach because not only does it isolate the sanitised portfolio’s excess returns (in theory), the E S and G bits can be measured individually....
...While one can call out various explanations for why the bank is in a bind and in need of a significant capital support package without undue delay (i.e., we can debate causation all night long), it is undeniably...
...Trump previously managed to secure a separate appeals bond for a nearly $92mn judgment against which he is appealing, after having been found liable for defaming the writer E Jean Carroll....
...[We] believe the impact will mainly come from three fronts: (1) further abating the already-low confidence on POEs (i.e. sales will be impacted); (2) banks may be even more reluctant to provide new financing...
...In addition to an improving near-term economic outlook, investor optimism regarding AI and the end of Fed tightening have lifted the NDX forward P/E multiple by 32% (21x to 28x) leading to a YTD return of...
...France and the US have condemned the coups, with French President Emmanuel Macron, who has been forced to withdraw troops from all three countries, saying in September that he was “very worried” about the...
...When you’re a state-backstopped nation of bankers that’s down to its last G-Sib, there’s not much point in mucking around with the definitions of regulatory capital, he says: [E]ven under the existing rules...
.... involving other domestic opponents to the war) or a major military conflict (e.g. with Ukraine), leading to the destruction of oil infrastructure....
...Chart du jour: Internal pushback French President Emmanuel Macron recently made some out-there comments on putting boots on the ground in Ukraine....
...In a note to clients published this week, Emmanuel Cau of Barclays lays out the case that the deals bounceback has already begun. He points to: A small M&A uptick....
...Macron’s ambiguity President Emmanuel Macron’s stance on these matters is not 100 per cent clear....
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