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Letter
Letter: Economists search for R-star to guide them
...R-star not only moves around but is also path-dependent, because debt and asset portfolios are path-dependent....
November 15, 2023
Unhedged
Regime change is here
...Political will for public R&D investment has materialised....
April 19, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
The Big Read
Brazilian football: the next frontier in global sport?
...Revenues meanwhile increased from R$140mn in 2022 to R$402mn last year. Textor says the target is to break even next year....
February 12, 2024
Markets InsightJumana Saleheen
Central banks need to be clearer on communication
...This comes from fear of getting things wrong and uncertainties around estimating R-star....
November 14, 2023
Drugs research
Eli Lilly achieves hard-won success with Alzheimer’s and obesity drugs
...But they clearly have an R&D engine that works, so they make their own luck,” said Funtleyder....
August 13, 2023
Tech start-ups
US tech: dwindling funding rounds will create bonfire of the start-ups Premium content
...These tend to have low R&D budgets. This year, however, start-up funding has largely evaporated....
July 14, 2023
FT Live
US Pharma and Biotech Summit
Strategies for innovation, pricing and access
Thursday, 16 MayNew York, NY, USA
Bed Bath & Beyond Inc
Bed Bath & Beyond: a quick capital-structure primer for Apes
...— but in case this post makes its way into the r/WallStreetBets universe, we figured we might as well take a stab at explaining basic corporate capital structure....
October 4, 2023
UnhedgedEthan Wu
The Fed isn’t done breaking things Premium content
...They get overextended, leaving the real economy “at greater mercy of luck”. It only takes one wrong move to get a crisis, including a rates shock meant to curb inflation....
May 25, 2023
LexPan Kwan Yuk
The Lex Newsletter: AI translation may supersede AI-aided language learning Premium content
...On occasions, she even managed to draw a reasonable sounding R out of me....
August 23, 2023
Transcript
Transcript: Culture chat — ‘The Taste of Things’, starring Juliette Binoche
...M-O-U-R-N . . . Tim Hayward Half mourning. M-O-U-R-N-I-N-G....
March 1, 2024
ReviewAlbums
Pink’s Trustfall is a catchy but risk-averse pick‘n’mix
...Her multi-platinum repertoire has spanned golden-age R&B, punk-pop riffing, country-tinged ballads and clubby bangers, all powered by her gloriously sweet-spiky vocals and irrepressible attitude....
February 17, 2023
Working It
Why bad managers depress output — as well as their staff
...Good luck with your quest to solve this problem — both organisationally and spiritually. Got a question, problem or dilemma for Office Therapy? Think you have better advice for our reader?...
May 10, 2023
FT SeriesA summer motoring special
Meet the supercar spotters
...And good luck getting any intel on that....
April 28, 2023
LexSnap Inc
Snap: profit warning highlights more than macroeconomics Premium content
...Snap does not have much luck with devices. Video recording glasses first sold in 2016 led to a near $40mn loss....
May 24, 2022
HTSIThe HTSI spring property issue
Becky Fatemi: ‘If I don’t love it, I can’t sell it’
...It’s R&B, very Sade. She’s super-cool. I have a collection of sunglasses. I think I currently have about 400 pairs, which I keep in Muji acrylic organisers....
March 22, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
LexRolls-Royce Holdings PLC
Rolls-Royce: Tailwind Tufan takes on an icon at the right time Premium content
...The need for R&D spending is now falling. The relatively young engine fleet has much time ahead in the air....
July 26, 2022
News in-depthLeveraged loans
US banks use thaw in markets to shift ‘hung loans’ off their books
...Instead, banks have had luck drumming up interest in debt offerings from companies with higher quality ratings, including those judged by investors as being better equipped to withstand an economic slowdown...
November 22, 2022
InterviewLunch with the FT
Ukraine’s Olena Zelenska: ‘We need to use every opportunity to be heard’
...“But as for the people in Kyiv who I know, they are a bit afraid to be too joyful, because we don’t want to put a jinx on this luck we are having.”...
December 23, 2022
Due Diligence
Goldman Sachs’ 50-50 odds on China’s Wall Street ties Premium content
...But not everyone is convinced that Chinese companies’ luck has changed. The big test will be to see if China actually follows through on its agreement to comply with US audit rules....
August 31, 2022
News in-depthModerna
Moderna CFO’s departure reignites debate over company’s culture
...Moderna said the company had evolved from an R&D organisation in 2019 into one that had a commercial product in 2020....
May 14, 2022
Dear JonathanJonathan Black
How do I become a non-executive director?
...As you build your networks with current NEDs, you will reduce your need for luck and learn professional board skills....
February 7, 2022
Transcript
FT Weekend: Why your brain craves Despacito
...The second song is Etta James’ ‘A Sunday Kind of Love’, foundational R&B. So I’ll pull it up....
November 18, 2022
Transcript
What higher interest rates mean for your money
...Helen SaxonK-R-O-O. Yes. Claer BarrettYeah. Helen SaxonAnd they’re offering 3.03 on their current account....
February 7, 2023
FT AlphavilleAshley Nunes
The inequities of electric vehicles
...Ashley Nunes is the Director of Competition Policy at the R Street Institute and a Research Fellow at Harvard Law School....
August 11, 2021
LexDarktrace
Darktrace: cyber security company prices in Mike Lynch connection Premium content
...British bankers aren’t having much luck pricing UK tech companies....
April 30, 2021

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