Hints and tips:
...familiar with the matter....
...Bored of words, Ma et al. then tried numbers — roughly recreating the ratio of earnings revisions deployed above, but utilising forecasts of “earnings and other metrics” instead of just rating labels: We...
...However, marine websites showed aspects of the management of the ship were undertaken by GMZ Ship Management, based in Beirut....
...For the purposes of this exercise we’re bunching them together.) Across the entire group there’s $5.6bn in fund assets....
...Bad Bunny has been the most streamed artist on Spotify every year since 2020, a Latin American challenger to the Anglosphere supremacy of Drake, Taylor Swift, Ed Sheeran et al....
...I would argue that the actual variable that [Haskel et al] use to model catch-up is not, in my view, sufficient or satisfactory....
...And I think you could think of this as a knock against US stocks, right? What about the Mag Seven? What about how concentrated the stock market gains are with Nvidia, Microsoft, Google 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)....
...A classic doom loop, in other words. But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...Arnott et al estimate that stocks ejected from the S&P 500 actually outperformed new entrants by an average of 2,200 basis points in the year after the index rejig (FTAV has written about the index inclusion...
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...“In the time and day that they’re there, they’re powerful, but they’re also fugitive and ephemeral. They leave no trace.”...
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...According to people familiar with the matter, the Americans and Russians directly negotiated the details of the swaps, with UAE officials including president Sheikh Mohammed bin Zayed al-Nahyan helping to...
...Commentators from Levine downwards have written insightfully and/or at length about the ways in which concentration matters....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...Administration officials said they briefed Whelan’s family on the swap of Griner and Bout, and that a senior US official also discussed the matter with Whelan, who remains imprisoned....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Martin WolfAnd of course, in the old days, the Democrats, would it be I mean, matter of course, that was what the working man and the trade unions supported. So it’s a big change we’re talking about....
...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....
...Meanwhile in American male major league sports, teams are actually getting younger for a variety of reasons. In other words, Benzema et al are outliers....
..., Covid et al) wouldn’t bring globalisation to a halt....
...Whatever you might think of Robinhood et al, retail investors do appear to value their services. You can’t ignore the regulatory politics either....
...Or more specifically, did an old post from Jamie Powell help bring about the deathly squeeze on Melvin Capital et al?...
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