Hints and tips:
...As Morgan Stanley writes: The main desktop CPU architectures — x86, Arm, and maybe RISC-V too — have decades of software toolchain investment behind them, have huge developer communities and mature development...
...The strategist and professor Michael Mauboussin, of Morgan Stanley Investment Management, has a new paper tracing increasing returns to five separate causes: economies of scale; international trade; learning...
...But in this Morgan Stanley paper, a professor, Michael Maboussin, he goes into some other, maybe less-appreciated reasons why companies beyond just network effects, which people I think mostly know at this...
...Already this emergency supply buffer was now down to a “historically low” 2mn b/d, noted Morgan Stanley....
...But “well performance and drilling inventory are emerging concerns”, in the shale patch, says Morgan Stanley....
...The Boston-based group is being advised by Goldman Sachs and Morgan Stanley after it was approached by at least one potential buyer....
...Wary of believing the latest predictions, traders may be left exposed, argues Martijn Rats, chief commodity strategist at Morgan Stanley....
...“I’ve known quite a lot of fund managers who thought risk was spelt R.E.W.A.R.D,” says Arthur Copple, chair of Temple Bar investment trust....
...As Morgan Stanley’s Martijn Rats sums it up: “If Opec keeps the oil market tight now, it no longer needs to worry that it will lose market share to non-Opec producers.”...
...Mike Wilson, chief US equity strategist at Morgan Stanley, said the majority of investors were too pessimistic....
...Economists at Morgan Stanley said the drop in retail sales “might reflect the payback from strong pent-up demand during initial re-opening”....
...Carlyle had experienced an “economic rebound in China [that] has been very V-shaped”, he told a Morgan Stanley investor conference last month, although progress in the US and Europe would come in fits and...
...Stanley....
...The $13bn Ford Foundation, backed by carmakers Edsel and Henry Ford in 1936, has appointed Morgan Stanley and Wells Fargo to raise $1bn in 30 and 50-year social bonds....
...Back to sellside, and Morgan Stanley’s gone negative on Next....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...Words via JP Morgan Cazenove. Global infections grew 62% w/w to 1,275,542. Infection growth momentum has slowed compared to ~95% w/w ten days ago....
...A V-shaped recovery is on track Mike Wilson, Morgan Stanley’s chief investment officer While 2020 has been an unusual year to say the least, I would argue that financial market behaviour has been quite...
...Robert Zoellick, the former World Bank president, argued that there would be “fumbling fragmentation”; Mike Wilson, Morgan Stanley’s chief investment officer, said “a V-shaped recovery is on track”; and...
...Morgan Stanley (AstraZeneca’s joint house broker) agrees: There is little-to-no overlap with the core businesses of each company....
...Here’s Morgan Stanley: We believe that today’s announcement significantly increases uncertainty regarding the reserves that can be recovered by the Lancaster EPS over the course of 6-10 years without any...
...His support “removes a tail risk for the group having to file for insolvency protection,” says Morgan Stanley, which also says “sell”....
...Morgan Stanley just likes buybacks: Based on our numbers, the share buyback would raise our expected 2020 Net Debt / EBITDA from 0.1x before SBB to 0.5x, still leaving Hikma with up to $1.6bn of firepower...
...Here’s Morgan Stanley: Most investors are now in our camp that the March lows will likely hold....
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