Hints and tips:
...of a libertarian/conservative flavour, and that (b) McKinsey is a consultancy with a strong incentive to say what its corporate clients want to hear....
...So I think it still makes sense given the — even if it’s a low probability of success — I’m laboring the subject. It’s a very interesting program. It has the potential for something special....
...Along with many others, I thought we’d be mired in a recession with stocks getting a good beating. How wrong we were....
...Robert ArmstrongYou know what I’m glad about, Ethan? I’m glad Katie Martin isn’t here because I don’t think she’d be able....
...EB: I’m not sure about fire, but I do think electricity is not a bad comparison....
...Their combined acreage will further drive the basin’s output to about 2mn b/d by 2027. All told, Exxon will have access to 16bn oil-equivalent barrels, with 15 to 20 years of remaining inventory....
...The reason that’s bad is because a) it doesn’t usually work, and b) it just invites retaliation....
...Whatever happens, the saga suggests the CMA will continue flexing its broad intervention powers going forward, further damping the outlook for cross-border M&A....
...hot new hedge fund hotel (Alphaville)...
...[TYSON FURY ON JOE ROGAN’S PODCAST] “I’d wake up and I’d think why did I wake up this morning....
...“I was getting all these calls from reporters asking if I’d be splitting my time between Harvard and Austin and I was, like, no, this is one of about 50 advisory boards that I’m on,” he says....
...It peaked in 2022 with 599 shows — meaning you’d have to watch 1.6 series a day to see all of them....
...D Wetherspoon Q1 trading update, Kirin Holdings Q3, M&S H1, National Australia Bank FY, Nissan Motor Corp H1, Tata Motors Q2, Taylor Wimpey trading update, Veolia Q3 Thursday Brazil, October IPCA inflation...
...If the operating margin at toothpaste company A is 12 per cent, and at toothpaste company B it’s 16 per cent, company A has some explaining to do....
...b/d of oil equivalent by 2028....
...Hedge funds bet against asset managers Hedge funds have had precious few companies to short sell during a decade-long equity bull market, but this year’s sell-off is providing them with some enticing new...
...“This is going to be, I’m sure, a case study,” Scaringe says....
...Nothing rocket science in that – although actually it is a reminder that Tesla don’t hedge for these exposures/risks (hold that thought…)....
...On Thursday, B&M, the discount retailer, said it would repay furlough money but not the relief on rates, despite paying shareholders a £250m special dividend....
...Private equity firm Advent International has smelt opportunity of its own, going in on DSM’s remaining legacy industrial arm with German chemicals group Lanxess for an enterprise value of €3.85bn....
...Now try this I am a gamer — admittedly, because I am a) controlling and b) find numbers soothing....
...It's a long way from that to the giant gigafactory that J.B. helped design and build, which is now pumping out lithium ion batteries at an ever increasing rate....
...But the bigger challenge is a deteriorating trade-off between output and inflation. So I’m not so cheerful!...
...From a high of 13m b/d in November 2019 — almost 15 per cent of total world output — US output is expected to reach just 11.1m b/d in November....
...More than a third of Equans’ 74,000 workers, specialising in everything from installing fire sprinklers to heating systems for industrial clients, are in France....
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