Hints and tips:
...Generation Investment Management with former US vice-president Al Gore nearly two decades ago....
...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....
...We broke the story of how their big attempt to make fossil-free ABS plastic was abandoned after they worked out it would lead to more emissions in total as they needed to buy new machines, new moulds, et...
...They reliably hit the sweet spot between high end and high street, drawing on a smart mix of £1,000-a-night luxury resorts and wallet-friendly boutique stays, Uniqlo basics and expensive vintage denim....
...Invest shrewdly, and avoid toxic people and toxic activities, and try and keep learning all your life, et cetera et cetera. And do a lot of deferred gratification because you prefer life that way....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...[al] Walkers Ready Salted flavour is if not authentic, but that’s a question for another day)....
...They’re now in line for more than $1.5bn of equity grants. Details remain scant as the program is yet to be finalised....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...As Isabella Weber et al have written, energy is along with food one of the most “systemic” components of inflation....
...Was this the year where Weiner et al. finally opened their eyes to the delights of boneless chicken, Domino’s pasta and sandwiches, or even the occasional salad?...
...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!...
...In comparison, Norway manages the world’s largest SWF with about $1.3tn in assets, built up over more than three decades of squirrelling away its petrodollar surpluses....
...and inflation go hand in hand Bouchaud et al. find that when people trust an “active” central bank, reining in inflation is the outcome of trust, not interest rates....
...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....
...If you’re an investor in the carbon market, are you helping the planet? Or are you just a ruthless speculator?...
...Elysian also offers a small selection of baked goods — muffins, scones, cookies et al — that are all made in house using butter or olive oil (rather than the mass-produced seed oils often found in commercial...
...As a reason for optimism, Goldman cites a 2022 study by economist David Autor et al that found “60 per cent of workers today are employed in occupations that did not exist in 1940, implying that over 85...
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...of 94%1....
...In the most recent high-profile example of nature-themed debt relief Credit Suisse repackaged $1.63bn of Ecuador’s debt using a development bank guarantee, in exchange for the country agreeing to fund conservation...
...Part 1: Hey now, you’re a Waystar In FTAV’s opinion, Waystar Royco is the show’s real main character. Waystar is a large media conglomerate that is publicly listed on the New York Stock Exchange....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
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