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....
...Roman Kramarchuk, head of future energy analytics at S&P Global Commodity Insights, said policy changes linked to COP28 were “inherently a long-term story”....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...The near-term financial burden in the base case is what China et al are objecting to. Here’s what the Zambian finance ministry said it had been told after the deal collapsed....
...(New Yorker) — Erik Brynjolfsson et al paper on using generative AI in customer support (NBER)...
...Need to know: Global economy The risk of a crash landing for the global economy has receded, the IMF’s chief economist told the FT, even as he warned that central banks’ efforts to restrain inflation would...
...And I think you could think of this as a knock against US stocks, right? What about the Mag Seven? What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al?...
...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?...
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...Woman, Life, Freedom by Marjane Satrapi et al (Seven Stories Press) The much-feted author of the graphic novel Persepolis leads a collection of vivid, “visually stunning” accounts of the current unrest gripping...
...The point is to be a convening place that can contribute by offering “le gîte et le couvert” — “a place to eat and a place to sleep” — she added....
...Need to know: Global economy Sultan Al Jaber, the president-designate of COP28 and head of the Abu Dhabi National Oil Company, promised to “supercharge” global climate finance, finalise a $100bn fund to...
...In the case outlined by Haddad et al, Goltz said investors were buying a stock “even though the price has gone up”, so demand is more inelastic and “you can have additional volatility from shifts in demand...
...There was a time towards the end of the last century, when the wine departments of Sainsbury’s, Tesco, et al strained every sinew to have the best range and to use wine as a lure to get customers into the...
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
...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....
...al (2021))....
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
...Caisse de dépôt et placement du Québec (CDPQ), the C$400bn global investment group, told my colleague Josephine Cumbo that the UK stood out because of its “pro business” stance....
...Trump et al v....
...The case, Brown et al. vs USA Taekwondo et al., deals with sexual abuse suffered by three young former Olympic hopefuls in taekwondo, whose coach was convicted and sent to prison in 2015....
...The UK’s position as a global “soft power superpower” is now widely accepted....
...Other FTSE 100 companies with a US focus — Ashtead, Prudential and Pearson et al — will be monitoring Ferguson’s drip-by-drip progress carefully....
...investment in nuclear is in stark decline / From Dr Paul Dorfman et al...
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