Hints and tips:
...Cape ticks many boxes you’d want from a rule-of-thumb: simplicity, comprehensibility, and clarity....
...This is an under-owned asset class and you can access it via local currency ETFs from the likes of iShares (iShares J.P. Morgan EM Local Government Bond UCITS ETF, ticker SEML)....
...“I have Pure O, which is a form of OCD where you have intrusive thoughts, like a flash in your head that you’d have sex with your sibling,” she tells me....
...Contentious votes are due at three other S&P 500 companies before the end of this month....
...Supermarket chain J Sainsbury set up a £500mn loan facility for its pension scheme at the height of the gilt market crisis that followed the Truss government’s “mini” Budget in September....
...After more than 200 basis points (bps) of year-to-date spread widening, the yield on the J.P. Morgan Corporate Emerging Markets Bond Index (CEMBI) Broad Diversified High Yield Index is now 10.3%....
...and this year announced the investment of €1mn in the Himalayan Regenerative Fashion Living Lab, which helps develop regenerative farming and support textile makers in the area. brunellocucinelli.com D...
...J Junk balls Those terrible looping shots that your opponent hits and you feel that you should hit for winners?...
...Q1, Novo Nordisk Q1, Regeneron Q1, Securitas Q1, Uber Technologies Q1, UniCredit Q1, Volkswagen Q1, J D Wetherspoon Q3, Yum Brands Q1 Thursday China, UK: S&P/Caixin services PMI EU, S&P eurozone productivity...
...But generally, you were seeing them buying at $10 so they’d have lost money....
...This is the view of my friend Chris Rossbach, chief investment officer at J Stern & Co....
...Nixon Chief Executive, Ocean Network Express Rolf Habben Jansen Chief Executive, Hapag-Lloyd Randy Chen Vice-Chairman, Wan Hai Lines Cheng-Mount Cheng Chairman, Yang Ming Marine Transport Corp Matthew J...
...My basement workshop is there because, when we bought our old farmhouse, I thought I’d do my own renovations and repairs....
...Needham and D. Hotson. Charlie Bean: Few downturns are exactly alike....
...The Schiller P/E is now at 37: There are still not as many individual observations on the right side as you’d like in order to be really confident in what will happen next....
...Via J.P. Morgan’s Greg Fuzesi: These talks are important not just for the German economy, but also have an important signalling value for Euro area inflation and the ECB. So, what is going on?...
...Critics argue that, while the repo market is where the likes of J.P. Morgan might fund themselves, there are thousands of banks in the US that rely on other sources of funding....
...By the time J.P. Morgan bought his first Gutenberg Bible in 1897 — another two would follow — the double life of books was already established, cherished for their ideas and as rare artefacts....
...Polymath 1,011: Dr S Bailey, Swindon Crossword 16,099: Suzanne P Wilson, Windermere; D Barter, Cumbria; Jean-Marc Sellier, California Polymath 1,010: Robert Jelly, Warwickshire Crossword 16,093: V Le...
...Mais quand tout explose, votre P&L il explose avec, c’est ce qu’on est en train de vivre....
...Overall, while the stock trades on only 0.25x P/TBV there remains no visibility on when it will generate sustainable profits....
...Despite the threat of shareholder resolutions, dissenting votes on board members and even divestment, a new study from J Safra Sarasin shows that businesses are nowhere near where they need to be to meet...
...Your feedback We’d love to hear from you....
...Or as Pozsar explains it: J.P....
...., London Branch ("J.P. Morgan") is now unlikely to be achievable. Does “global market conditions” include the fact that there’s been the mother of all bond rallies over the past month or so?...
International Edition