Hints and tips:
...Households are saying, if the Fed tells me rates are going to go down and I’m hunting yield and I have some extra cash in money market funds, why don’t I buy credit? I get some extra spread....
...The administration intends to fund extra spending with increased revenue collection....
...And while it’s not an article, Rob Copeland’s The Fund was the best thing I read in 2023 — even if I still don’t feel I have a good handle on how Bridgewater actually functions and manages money....
...Black British Artist Grant, an annual programme giving a leg up to figures within the arts and addressing diversity and visibility across the creative sector. a-cold-wall.com; community.samuel-ross.com B...
...Even before their recent declines, both GameStop and BB&B were worth a small fraction of that. The Ape army has its work cut out....
...Richard Davies: I don’t expect this, no. A lot of work was done in the autumn and I expect HMG to want to stick to that path....
...W E B Du Bois? Mahatma Gandhi?...
...“I can no longer call myself a fellow Republican,” he said, adding that its party leaders had a role in encouraging “this wildness to grow and grow”....
...Refinitiv I/B/E/S data show second-quarter earnings are expected to more than double from the same period last year....
...We've been through already our initial funding rounds, our A round, our B series, E is open at the moment. We've also made an application to the UK government for the automotive transformation fund....
...“[W]e do restrict some content in Vietnam to ensure our services remain available for millions of people who rely on them every day,” Facebook said in response to questions from Nikkei....
...[W]e think that the news . . . is a step towards abating concern around: 1) Cash generation: we expect this to improve in coming years "one-off" cash items (eg....
...We view this as sustainable given its diverse range of growth drivers, namely; (i) China driven by premiumisation but also local brands, (ii) further mix improvement in W Europe, and (iii) stabilisation...
...Howard Davies: I expect little or no change....
...Sorry about all the tickers: And Jefferies goes down to “hold” on Moncler, €36 target: [W]e think valuation levels are too high: MONC remains one of the sector winners (not many will be left amongst the...
...With H1 results confirming Primark’s US b/e (remarkable with only 10 stores) we look to a post COVID-19 world with optimism....
...“[W]e are optimistic that solar, wind, hydropower and energy storage will grow to account for 35 per cent of annually installed capacity by 2025,” said Isaac Maze-Rothstein, a Wood Mac analyst....
...Global infections grew 62% w/w to 1,275,542. Infection growth momentum has slowed compared to ~95% w/w ten days ago....
...We’re expecting a sizeable US or European brand acquisition rather than a local ‘me-too’ business, of which there is no shortage....
...Here’s Commerzbank: Equity markets staged a decent rally last week with e.g. the S&P 500 up 10.4% w/w, and weekly trough to peak performance exceeding 20%....
...The fulfilment of management’s gearing target (i.e....
...Faster Value Shift in a tough economic outlook should continue to squeeze M&S and benefit B&M, our top value play with no obvious ESG issues....
...[W]e move our valuation one step forward along the cycle from a 50%/50% weighting for a midcycle/trough cycle valuation to a 100% mid-cycle weighting....
...Hence, we believe it is only a matter of time (for any form of M&A) which is also likely triggered if their cost of capital improves (i.e. trading at a premium and lower funding costs)....
...With an e-bike, perhaps I could share my love of cycling with my wife, or — in a few years — our little son....
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