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....
...Implementation really matters in this space. In other words, a seemingly recondite, technical index construction issue explains a decent chunk of the Russell 2000’s long-term woes....
...The most powerful crypto price accelerant is a positive-sounding theme from an influential source that’s encouraging to a silent majority (Mei et al)....
...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....
...Given how volatile the data was during Covid-19, Williams et al suspended their estimates until May....
...That the Fed’s rate increases precipitated a banking crisis before they got inflation down to even vaguely near their target looks like a good example of what Akinci et al were arguing last year....
...I would argue that the actual variable that [Haskel et al] use to model catch-up is not, in my view, sufficient or satisfactory....
...Job moves Rothschild & Co has opened a new office in Riyadh as it courts business in Saudi Arabia. It will be run by Nasser Al Issa, who will be the country head....
...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)....
...22, 2023, downgrade to “equal weight” explaining: While we understand why Tesla gets a serious mention in an AI conversation, we believe a re-rating on this theme is in the realm of the non-disprovable...
...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....
...“Performances on a beach are very much site- and environment-specific,” he says. “In the time and day that they’re there, they’re powerful, but they’re also fugitive and ephemeral....
...Exxon said in a statement it was aware of the allegations and could not comment publicly on a personal matter....
...I mean, you’re kind of breeding cynicism not to educate people on the realities of what’s going on in the world....
...Environmentalists say the plume of waste water emitted by deep-sea mining machinery could disturb “marine snow”, or carbon and nutrient-rich particles of biological matter, that usually settles on the seabed...
...“We have to get much more judicious in terms of not just how much we’re spending, but what we’re spending it on,” Iger said last week. “It’s just a tricky period of time.”...
...Washington previously secured the release of Trevor Reed, another former marine, via a prisoner swap in April....
...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....
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