Hints and tips:
...Bunzl, Howdens et al are generally smaller than the household names, and smaller companies can grow faster. Bunzl’s revenues, for example, have increased from £2.7bn to £11.8bn over the past 20 years....
...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....
...Buonanno et al conclude from a study of their tax returns that purging City Hall of mobsters results in “a significant and sizeable increase of social capital” over the long term....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Does that mean already anxious investors have little to fear as the Fed et al embark on QT?...
...A Federal Reserve Board of Governors paper by Edmund Crawley et al says $2.5tn of Fed balance sheet unwind would approximately equate to a 0.50 percentage point of tightening, or 20 basis points per trillion...
...It comes iced, nitro (cold brew made with nitrogen gas for an ultra-smooth texture) or hot, with all of the usual suspects represented: macchiato, cappuccino, cortadito et al....
...Once they’ve mastered new methods, they’ll pass some of them on to Chanel et al. “The Barrie brand is a shop window so people can see what we can actually do,” he says....
...Trump et al v....
...al could borrow influence from her ancestral homeland, she “certainly . . ....
...Monday, July 13 from 12pm-1pm ET. Sign up here....
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...al) with buildings by Ando, Rogers, Piano, Niemeyer and Nouvel....
...In addition to the lift in 10-yr break-evens above 1.5%, 10-yr Treasury yields have slipped to new lows of 0.5%....
...Adjusted EBITDA of £126.5m (+50% yoy) was c.2.3% better than company complied consensus of £123.6m, with EBITDA margin increasing by 30bps to 10.2% (GSe 10.1%, company compiled consensus 10.1%), driven by...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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....
...The shares are trading on 31x our new 2021 forecasts, which does not look expensive for a unique business with a global opportunity. We increase our target price to 10,500p based on 35x May 2022E....
...(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.)...
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...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)....
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