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Showing results for It's All Good Investments LLC d/b/a Good Weed
...But subordinating investment policy to tax minimisation is a choice, not a necessity....
...You can get a deal done for a double-B senior loan at a 300-350bp spread all day long. That market’s wide open....
...Analysts estimate Opec+ has about 6mn b/d of spare capacity it can unleash on to global markets to lower prices if they spike into the triple digits to prevent demand destruction....
...The IEA forecasts crude consumption to increase by 1.3mn barrels per day this year while Opec this week maintained its growth estimates of 2.25mn b/d for 2024....
...He helped woo F1’s then-chief executive Bernie Ecclestone over lunch in 2005, before a series of fraught negotiations that involved the unlikely duo calling up notorious investment banker and former RBS...
...A, does Brexit have something to do with this? And B, does that make any sense? Ethan WuYeah. It’s irrational. Yeah. Robert ArmstrongIs it rational?...
...Good morning. The S&P 500 is within a per cent or two of taking out the all-time high it set in late 2021. Most bond funds are likely to end the year with gains, too....
...The main index in the US is the S&P 500. You can buy funds that contain all 100 companies in the Footsie for example, or 500 companies in the S&P....
...In total, the group will now produce almost 6mn b/d less than it could in the first quarter of 2024....
...Median daily volume in the FTSE All-Share is just 0.15 per cent of market value, says Panmure. That compares with 0.2 per cent for the Stoxx 600 ex-UK and 0.7 per cent for the S&P 500....
...Anyway, Montier is out with a new note this week, on what he calls “slow burn Minsky moments”. It’s a good one....
...I never thought I’d say it, but let’s hope other regulators take a leaf out of the FCA’s book. Nevertheless, the volume of complaints is still high....
...For another, it is rather odd to worry about zombies crowding out investment in “healthy competitors” in the easy money era, when investment-grade yields hit all-time lows....
...On a more serious note, Maureen Tkacik has been doing good work all year on an undercovered and hugely important story: The Great US Healthcare Rollup....
...Bola Sol You can find me on social media on all platforms: Bola_Sol. That’s B-O-L-A underscore S-O-L. Claer Barrett And Damien?...
...That suggests a global supply shortage of 2.2mn b/d in the third quarter. “This is a very significant global deficit,” said Bjarne Schieldrop, chief commodities analyst at SEB....
...And you’re like, no, it was broken an hour ago. And they don’t believe you. It’s the worst. Just break. I’d like it to just break. Robert ArmstrongNever good, stuck in the middle....
...The S&P 500 is expensive no matter how you cut it. But not the humble Russell 2000....
...Ethan Wu We’d just do it over under on a third of a penny. Yeah. Robert Armstrong No, I think it’s higher. I think it’s a penny. I would guess it’s a penny. Ethan Wu Half a penny....
...Sometimes they’d like something a bit smaller or indeed nothing at all. Michela Tindera To be clear, the difference between Libor and SOFR rates might sound small....
...Good morning. On Tuesday, a day after Unhedged wrote “Growth stocks win again”, growth stocks won, again. The S&P 500 fell a bit yesterday, but growth was unbothered....
...The company, Plan D LLC, owned a Gulfstream jet. In court papers reviewed by the FT, the US Virgin Islands government cites flight logs showing that the plane transported underage girls....
...“All the time,” says a bar staff member called Melissa who has worked there for four years. “But we don’t make it, we never have. We would never make it.”...
...Who is the person to judge on whether that company is good or bad or not? Is 20 per cent of their revenues good being enough? Or should it be 50 or should it be 70?...
...Spreads on triple-B commercial mortgage-backed securities, the lowest rung of investment grade, are shooting up: And so are lenders....
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