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...The linchpin of this is Workspace, a new desktop system to rival Bloomberg’s Terminals, which will enable traders to chat to each other and use LSEG’s data alongside Microsoft’s Teams and Excel systems,...
...This chart from JP Morgan Asset Management isn’t exactly titled BTFD, but it does remind us that when the S&P 500 has just lost a cool quarter in value, the most successful thing to do has usually been to...
...It probably just doesn’t matter, from the point of view of long-term returns, whether you own Berkshire or the S&P. Why, then, should Berkshire exist?...
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...And yes, they’d be right. A PIK note tends to give the issuer options....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...Toby NangleSo yeah, I mean, I’d quite like that to finish, really. So if it was me, I’d ask the SEC to finish its investigation and report. Katie Martin Yeah, finish the job, SEC, says Toby....
...I won’t forget this when we get to bonus season. And keep those primers coming. WhatsApp to WesPete: Yes I’d be delighted to join your informal advisory group....
...I won’t be on FT email much longer, but I’d love to hear from you on Twitter or LinkedIn. Or email the big man himself: robert.armstrong@ft.com....
...The movie won the Palme d’Or at Cannes this year....
...And as Chronert points out, S&P 500 performance this year has been notably correlated with economic surprises (his chart): The simultaneously strong market momentum and delirious sentiment doesn’t worry...
...Famous economists using Excel simply failed to select the right cells for analysis....
...Odds are theirs won’t be the last broken hearts. Jolene hasn’t ridden her last rodeo just yet. elizabeth.pears@ft.com What are your favourite covers? Please let me know....
...But this isn’t necessarily the case. Active sustainable managers may still not be engaging or divesting as much as we’d like; their funds are also a lot more expensive....
...Why aren’t earnings estimates higher? This is a robust economy....
...If Rob’s family is reading, I’d dearly love to see any footage you have of him faceplanting in the snow (as long as he doesn’t really hurt himself; mild physical damage and extreme embarrassment are OK)....
...The S&P 500 isn’t at such extremes today....
...Washington D.C., March 18, 2024 — The Securities and Exchange Commission today announced settled charges against two investment advisers, Delphia (USA) Inc. and Global Predictions Inc., for making false...
...So everyone piled in and production shot up, but near-term demand hasn’t materialised....
...Of course there’s loads more things we didn’t have room for in the pamphlet. I’d be happy to come by the Commons and talk about them if it would be helpful. WhatsApp to WesPeter: Tuesday at 4? Great....
...I don’t think this is quite right....
...LSEG hasn’t split out earnings in its latest accounts, but S&P Global says its indices generated net profits at $925mn in 2023, and MSCI said they clocked in at $1.1bn....
...“These data will support the hawks” at the ECB, said Tomasz Wieladek, an economist at investor T Rowe Price....
...Interestingly, underneath both deliberate and accidental clerical videos, “if this was my vicar I’d go to church” comments predominate....
...Assume, then, that TMTG’s weighted average cost of capital falls from more than 20 per cent to 5-6 per cent, the S&P 500’s average WACC. Even then, we’re only at $51....
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