Hints and tips:
...Shifting to selling oil largely without western insurance and shipping has caused “great cost” to the Kremlin....
...But crises happen in 8Ks — the normally innocuous ad hoc filings that also accompany company emergencies — not 10Ks....
...They needed their own training, insurance and vital equipment....
...Alibaba has emerged from the wreckage of that campaign seeking to re-establish itself as the undisputed king of ecommerce in China....
...We’re repairing those bridges. We’re putting business front and centre. Great. What they actually want from a growth perspective is to have the right regulatory environment....
...The Simards were already enmeshed with the terrain: her great-grandparents cleared First Nations land to grow hay and tend cattle....
...When the limited company was first invented, you knew where you were at with your shares....
...Danny Blanchflower: The Great Recession of 2008....
...Let’s hope we’re post-pandemic by then. Bronwyn Curtis: Higher wages usually stimulate higher investment by companies to offset the labour scarcity and the increase in costs....
...After work I head straight to the V&A for inspiration, Daunt Books for a guaranteed great read, The Laboratory Spa and Health Club for its wonderful pool, and Moro in Exmouth Market for dinner....
...Looking at recovered 2021 PE still delivers relatively limited upside v recent history for most names. And RBC are sellers of Rightmove....
...Overall, we assume that in developed markets, namely North America and Western Europe, volumes decline by 20% y/y in 2020....
...In our view, the downside risk to M&B’s equity is limited. The upside is dependent on timing: the timing of re-opening; and the timing of asset sales if it really has to come to that....
...Most life companies have limited exposure to speculative grade market....
...A person might think that we’re involving ourselves with cheese because the Great Flight To S***e Rally of 2020 has hit stall speed on very little news, and a person would be right....
...Hence, any capital increase would serve to: 1) absorb losses after a very active hurricane season; and/or 2) retain capital to grow into a hardening property re-insurance market....
...Financials the key sector beneficiary: We are Overweight Banks and Insurance from a top-down strategy perspective....
...It draws executives from the nearby asset managers and insurance companies, as well as an artistic crowd. Just recently, Drouant reopened following a revamp by interior designers Fabrizio Casiraghi....
...The UK, like much of Western Europe, needs to reposition itself post the pandemic, in a changing and growing global economy....
...You see it as you emerge from Rotterdam Centraal station, redesigned and re-opened in 2014, with its soaring V-shaped roof....
...This is a bad time to be an airline executive, but it’s a great time to be an investor. 11:50am GMT -- Premier Oil, Tullow Oil and the like are up because they’re levered bets on the oil price....
...may be limited....
...Lucia van der Post was a guest of Red Savannah Disappointment: airline surcharges Airline companies these days charge what seem indefensibly high sums to change a ticket....
...Another large holding is Almarai, the country’s largest dairy company....
...“I think I’m very aware of myself and that I’m managing such a great company,” continues Piccioli, of the position he now finds himself in....
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