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Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
September 11, 2023
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
FT Live
Global Insurance Summit
Strengthening resilience, capital and innovation as systemic risks evolve
Thursday, 13 JuneLondon, UK
UK business
UK economists’ survey: recovery will be slower than in peer countries
..., and extremely strong by historic standards....
January 3, 2021
FT SeriesClimate control
Lightbulb group shows way on climate change
...For insurance companies dealing with seafront real estate, to the electric utilities that must make sure their grid can withstand large wildfires, the physical impacts of a warmer world have become impossible...
December 23, 2018
InterviewSocial Media
What impact will Facebook scandal have?
...I have seen no data to show how Facebook and Twitter et al advance happiness or social cohesion....
April 25, 2018
InterviewInvestments21 min
UK property prices, self build and pension transfers
...the standard income from the final salary scheme until it expires....
November 2, 2017
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Sovereign bonds
First Saudi bond sale raises $17.5bn in emerging market record
...“This is clearly a success for the country,” said Richard House, head of emerging markets fixed income at Standard Life Investments....
October 19, 2016
EU economy
Eurozone economists’ survey 2017: Fiscal policy
...I’d set up and capitalise a European debt management agency to create ESBies (the European safe bonds of Brunnermeier et al). I’d set up a eurozone growth capital fund for fast-growing companies....
December 30, 2016
FT AlphavilleIzabella Kaminska
Why fintech is a marketing story
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
October 5, 2015
Currencies
Question 5: Fiscal Policy
...While I have little time for Cameron et al, I have to admit that Osborne has done a brilliant job of (just about) keeping the markets onside....
January 2, 2012
InterviewClimate change
Transcript: FT Roundtable on Energy Policy
...The investment’s going to happen, that’s just an elementary fact of life. VR: We need now to work a lot to know the costs, and we cannot do that overnight....
January 30, 2011
FT AlphavilleNeil Hume
Resolution vs FSA
...Cowdery et al quickly bounced back, creating a new vehicle, Resolution Limited, which was listed in December. The company raised £600m to buy financial services companies, but has yet to make a move....
March 9, 2009
Occupy protests
Full Text: Obama remarks to NAACP
...Because Jim Crow laws were overturned, black CEOs today run Fortune 500 companies....
July 17, 2009
US politics & policy
Obama’s full speech
...We believe in personal responsibility and self-reliance....
May 7, 2008
World
Going undercover in the corporate workplace
...Charles Kreidl, Chicago, Illinois, US Alex Frankel: There is no doubt that loyalty and turnover are huge issues in the front-line retail environments where I worked (Starbucks, Gap, et al.) as well as across...
December 19, 2007
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
International Financial Reporting Standards
Ask the expert: Value investing
...Through such additional considerations, investors such as Buffett/Fischer/Greenblatt, et. al. seem to have dramatically improved upon Mr. Grahams original concept. Thank you....
November 2, 2006

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