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....
...Ronnie Walker et al. write (our emphasis): — We see two main channels through which a lower response rate can impact the JOLTS job openings statistics....
...And they’re gonna be cautious about their identities being known, about being quoted on the record, et cetera, et cetera. So who do we speak to? We speak to people who watch the market....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...But even in the face of this poignant example, the Chan et al/Verdad view is very hard for a person like me to accept....
...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....
...Surely Zuck et al can make money — serious money — out of messaging software with two billion users. I disagree on the Metaverse, though. It is not “free”....
...You can understand why the US et al would make a big fuss about Russia avoiding its sanctions by flogging knockdown oil to India or cheap gas to China — though I would note in passing that Russia’s imperialist...
...Trump et al v....
...“If I think of the amount of pressure I’m under as a deposit taker and the care and attention I have to take when providing unsecured lending to younger people, it is staggering me that Klarna et al are...
...In the case of Tianjin Quanjian, the now non-existent team that once signed Belgian star Alex Witsel, readers may guess that Quanjian is a company....
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...al, with just $9bn on legacy oil and gas....
...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....
...al), which improves SONG’s negotiating position. . . . . uh, great?...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...Here’s Credit Suisse to give some colour: The worse than expected result reflects I) slower than expected improvement in US depletions (+4% last 3m v +0.4% previous quarter) II) bigger route to market disruption...
...Deutsche bankers beware: if German public opinion hardens further from its already hostile view of banks and bankers, Mr Sewing, Mr Ritchie et al could well find themselves the butt of calls for a “Deutschmerz...
...He added that the cut could be as high as 1.3m b/d with Russia’s contribution....
...; (iv) assist in the payment of sickness benefits; and (v) protect supply-chain financing in response to the coronavirus....
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
...“Amazon” Cuomo et al will hope not. In Wisconsin, considerable effort was expended to woo Foxconn — a Taiwan-based company which makes, among other things, roughly half of the world’s iPhones....
...I guess it will need an increased ESG focus on Russia and sanctions, or a more active move by the US Treasury et al to question Russian index inclusion and bring a more fundamental re-assessment of Russian...
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