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...Ørsted has picked Trond Westlie as its new chief financial officer and Patrick Harnett as chief operational officer....
...Ian Harnett, co-founder of Absolute Strategy Research, said the rally felt less as if “there’s a lot of fundamental investing” and more that “the professional investors that we work with have shortened their...
If 2022 was about the repricing of capital, 2023 is likely to be about the reduction in the quantity of it
...Harnett points out that nimble bargain hunters could have done better than the headlines suggest....
...That said, the “cash will seek a new home in risk assets” bull story has another issue, which was pointed out to us by Absolute Strategy Research’s Ian Harnett....
...Hauliers have already stated that, given additional hurdles, they simply will not import the items that we require,” Harnett told the government consultation on the new border arrangements....
...Harnett points out there have been several periods where it’s taken a decade — or more — for real returns to turn positive....
...The complications of mid-life have proved challenging for Laura Harnett, who founded cleaning brand Seep when she was 42, after a 20-year career in consulting and senior executive roles at the department...
The US faces a perfect storm of rising financing costs, squeezed demand and increased supply
...A chart of the exposure from Ian Harnett and David Bowers of Absolute Strategy Research: One response to the build-up of leverage in the Treasury market is to wonder why the hell the speculators didn’t...
Investors have probably seen only the first phase of this bear market in stocks
...Ian Harnett of Absolute Strategy Research sends over this slide of the S&P 500; the upper-rightmost chart breaks out p/b ratios by sector....
...“Even if you added in the 18 per cent returns accrued from the dividends you would have earned, you would still have lagged 30 per cent behind investors in the S&P 500,” Harnett said....
...The ECB provides this handy table, which serves as a sort of glossary of how things can go wrong: Ian Harnett at Absolute Strategy Research — who was kind enough to point out the ECB report to us over the...
...“Two key trends to emerge from the global pandemic were environmentalism and hyper hygiene,” Harnett says....
...The chart below, from Absolute Strategy Research’s Ian Harnett, plots major crises next to the fed funds rate: Does SVB seem on par with the others?...
...Here’s what that looks like over the past 70 years, courtesy of ASR’s Ian Harnett: Two things jump out....
...Earnings, which have been solid to date, will be little help, Harnett argued....
...But consider a rather chilling chart from Ian Harnett of Absolute Strategy Research, showing the relative performance of banks and Sifis (big banks) versus non-financial companies, plotted against global...
...Harnett writes: When you see a big move in the Z-score (today’s level vs three-year average all scaled by the volatility of the series over the same period) then the market can’t cope....
...“Everyone is bearish on the outlook for growth, inflation, the Fed and US interest rates, but asset allocators are still overweight equities,” said Harnett....
Structural shifts will require more investment in technologies and supply chains
...One such person is Unhedged’s friend Ian Harnett of Absolute Strategy Research, who tweeted the chart below yesterday, writing “don’t forget one simple fact . . . we need the Fed to capitulate!...
...Ian Harnett of Absolute Strategy Research suggested to me that smaller companies generally suffer margin contraction first; they have fewer levers to pull to maintain profitability when inflation rises and...
...Ian Harnett of ASR makes a related point, writing in an email that “higher inflation is a necessary, but not a sufficient condition for the change in bond/equity correlation.”...
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