Hints and tips:
...Most ETFs are big, broad, boring and cheap beta. But there’s now probably close to $200bn in leveraged and inverse ETFs, and their market impact is growing....
...Deposit betas, which encapsulate the proportion of rate increases passed on to savers, are already 40 per cent in the UK....
...In “The P.S. Wings in the O.P....
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...UK national statistician Ian Diamond can even see a cliff edge in the form of an “L”. But stock market commentators have started using the language of psychiatrists....
...L and net debt....
...L, until the final CMA decision, expected on 11 May....
...• 2) On P/E metric, Cyclicals are not at extremes vs Defensives ... Their P/E relative bottomed at 0.7x and 0.8x in the last two downturns, vs 1.0x current....
...Stress testing balance sheets for GFC falls in EBITDA As we move into recession mode, incoming questions from investors have switched from a focus on the P&L to the balance sheet....
...The ETFs can’t trade out of a low-beta securities; but they can once the beta rises.” The complexity of another small subsection of ETPs called exchange traded notes is another worry....
...The outcome looks very binary to risk P&L now. The interesting spin in this story this week is the Fed’s reaction function....
...Have some mint tea and a corne de gazelle by the fountain, after a walk in the Jardin des Plantes nearby. 2bis Place du Puits de l’Ermite, 5th arr Le P’tit Fernand This restaurant is an institution and...
...Indeed, the P/E ratio of EM equities is nearly five points less than that in developed markets....
...“If they can increase returns by 50-100 basis points a year that’s a P&L [profit and loss] transforming number. I think there is going to be pressure to do that,” says Mr Creswell....
...Persimmon took on 8 per cent to 318½p, while Bovis Homes rose 7.2 per cent to 400¾p....
...Jonathan Raban is the author of ‘Soft City’, published by Picador and available through the FT Bookshop at £6.39 (RRP £7.99) not including p&p, tel: 0870 429 5884; www.ft.com/bookshop Susie Boyt: The best...
...while the S&P 500 fell -4.15 per cent in the same period....
...As Homebase [another Templeman-run business] has shown, any operational wobble, be it self-inflicted or market-dictated, resonates down the P&L quite manifestly,” he wrote....
...See www.ftknowledge.com/pma *The original source is J.L....
...Philip L Letts Cody Willard: Google Wallet is likely to come out soon, and the implications of such a rollout are big....
...Larger magazine advertisers such as Unilever, P&G and L’Oreal have increased investment in magazines, while sometimes scaling back commitments to other media channels such as radio and TV....
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