Hints and tips:
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...L&G said there were no defaults and just 0.6% downgraded to high yield (vs market which saw 1.5%). We note L&G has a very high quality corporate bond portfolio with an average rating of single-As....
...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...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...Coibion et al think official forecasters — the CBO is not alone — are making the same mistake as in the 1990s....
...Right now the survey-based data used by the World Bank are the most comprehensive, the breadth of coverage necessary for estimating global inequality.**** But this paper by Alvaredo et al notes that wid.world...
...Evidence from the UK shows that there is some profitability reduction for firms, but no effect on firm exits (Draca et al., 2011). The minimum wage is a powerful redistributive tool (Freeman, 1996)....
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
...This effectively serves as a large VaR shock to the market, at a time when investors were already sensitive to poor p&l performance for the year.”...
...Economists like John Normand at J.P....
...All this has been known for some time, but the contribution of Phillips et al is to provide a more appealing statistical method for determining when an asset price is exhibiting explosive behaviour [2].When...
...(Bloomberg) - How Goldman (et al)’s aluminium warehousing cost American consumers $5bn in three years. (New York Times) - The commodities supercycle is still ending....
...Now here he is on a blast from the past… It’s Allied Bank International v Banco Credito Agricola de Cartago et al....
...In short, Jun et al say their policies could be pursued while maintaining 6.8 per cent average growth: Although our policy package envisions a 0.8% annual average reduction in coal consumption from 2013...
...(Reuters) - Philip Stephens: A taxing problem for Google et al. (Financial Times) - Analysis: The challenges facing Anglo American’s new chief....
...Personally (yes, here we go, it’s comment time), I think Mrs P is taking a cue from Ms S and her surrealist buddies, Salvador Dali, Jean Cocteau, et al....
...al/mother of four – she is Just Like Everyone Else, this seems to be going to extremes....
...Comparing the S&P in 1929 to 2010 is not apples to apples. In 1929 the S&P only had 90 companies vs the 500 today and none of them were banks or any financial company....
...al. 1996 and Benigno and Ricci 2010)....
...The article references the extraordinary influence GS alums have – the most topical being John Thain, but Rubin, Hank, Duncan et al are all in the mix too....
...And for any interested, here are two of the readings Grice cited in his note: - ‘Reinforcement Learning Signal predicts Social Conformity’, Vasily Klucharev et al (2009) - Wisdom of Crowds: Why the Many...
...The stat arbs execute more than 50 percent of the volume in the ETF that is based on the S&P 500, the SPDR. “They’re taking these orders and just shredding them.....
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