Hints and tips:
...Of course, O’Neill et al were mostly talking about these countries as burgeoning economies with tons of potential. And many of these countries have indeed subsequently done well....
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...Last month, NWBO and its Reddit fans were rebuffed by a Manhattan court, which granted Citadel et al’s motion to dismiss the case. But there was a sting in the tail....
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...Can Tesla use the demands of autonomous cars/FSD to become a global leader in custom AI chips? Yes! say Jonas et al. Yes it can! Look! And look! And look!...
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...The pandemic period has also been one of growing inequality in global wealth....
...Caisse de dépôt et placement du Québec (CDPQ), the C$400bn global investment group, told my colleague Josephine Cumbo that the UK stood out because of its “pro business” stance....
...We expect to learn more at tomorrow’s capital markets day. Elsewhere in sellside. Citigroup upgrades Rio Tinto, the mining company and enemy of God, on the back of stronger-for-longer iron ore....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...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)....
..., al, 2018)....
...When sages speak Here is a thumping research report from Jonathan Woetzel, Jeongmin Seong et al from the McKinsey Global Institute....
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...Mr Trump et al do not have any answers. To the contrary, the US president’s fabled “base” will be losers from his trade wars. They have already been robbed by his tax cuts for the very rich....
...They argue that it makes little sense to ban a non-strategic company such as Rusal while leaving Sberbank, VTB and Gazprom et al still tradeable in the US....
...Not only are their populations furious about being perpetually swindled, but corruption in emerging markets has global implications....
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
...Reed Hastings never had to work out a way of collecting money without credit cards, or to fret about data servers — actual physical boxes holding 170 terabytes of House of Cards et al — being stranded at...
...“We think it’s likely now that Elliott et al will try to take them to court to force the issue,” he added....
.... —————————————————————————————————— Footnotes [1] Ricardo Caballero et al have published similar work, and John Cochrane has responded to them....
...Yeah, almost, if you’re feeling contrarian, according to BofAML Hartnett et al’s rules: You will be at least vaguely familiar with these, we’re sure....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
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