Hints and tips:
...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....
...[R]elative to global equity market capitalisations, investors have allocated just 3% of their assets to gold....
...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....
...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)....
..., al, 2018)....
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...We followed along with FDR, Eisenhower, JFK, Reagan, Clinton and Bush et. al in their postwar course because we wanted to or had to: there was no alternative worthy of considering or competition....
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
...Jorda et al provided a valuable service but they didn’t calculate the returns most homeowners actually experience....
...Firestone et al think the introduction of bonds that can be converted to equity when things go bad and the Orderly Liquidation Authority should reduce the frequency of the worst crises as well, but that...
...And here is the lengthy background from Sweeney et al....
...First, Greenspan et al thought the bulk of the spending financed by the extra debt enhanced productivity....
...Here is an opinion summary from law firm Simpson Thacher describing how the court judged predicted beta in a 2010 appraisal case, ” Global GT lp v. Golden Telecom”....
...al (2014)....
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...That makes China’s leaders v nervous and restricts policy options....
...Despite their apparent adherence to mainstream models, Harris and Hatzius et al seem to agree with much of these critiques....
...writing, Chinese equities continue to sit atop the heap of global asset returns....
...al): We come to several conclusions: 1....
...Those developing countries then ship their gains back to the US et al as a form of collateral against new lending as the net foreign assets of poor countries support the risks taken by their richer brethren...
...But overall global equity market valuations do not seem to be in bubble territory yet....
...Good morning New York, FT ALPHAVILLE Naming and shaming in Japan: David notes another angry reflection of how important rising wages are to Abenomics’ success and how irritated Abe et al are at those big...
...On if, and by how much, rates will move up, with our emphasis: A recent study done by researchers at the Hong Kong Institute of Monetary Research (Dong He et al 2013) suggests that China’s real “equilibrium...
...But, as Neil notes, things could have been worse without all that warehousing shenanigans from Goldman et al....
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