Hints and tips:
...“I think this is going to be a have/have not holiday season,” said Mark Cohen, a Columbia Business School professor and former CEO of Sears Canada....
...The S&P 500 index rose 24.2 per cent in 2023 in comparison....
...As much as 45 per cent of the financial companies in the S&P 500 have no women among their “named executive officers”, those C-suite members important enough to have their pay officially disclosed, according...
...His Appaloosa Management, which is primarily a family office, returned 8 per cent in a year when the S&P 500 fell 20 per cent. That allowed Tepper to take home an estimated $1.2bn....
...So far this year, the S&P banks index is down about 12 per cent, while the benchmark S&P 500 has risen more than 13 per cent. An index of regional back stocks has lost almost a quarter of its value....
...Economic data: S&P Global releases flash purchasing managers’ indices for the US, the UK, the EU, France and Germany....
...The S&P 500 has added 18 per cent so far this year, but seven large tech stocks have accounted for the majority of the gains....
...As inflation got lower, what you might call the Abby Cohen thesis [after the well-known Goldman Sachs strategist] said that lower bond yields are great for equities because the P/E [price/earnings] ratio...
...“We are at the gates of Gaza City,” said Brigadier General Itzik Cohen of the Israel Defense Forces....
...The challenge to mutual fund dominance has been brewing since State Street launched the very first US ETF in 1993, an S&P 500 tracking fund known as SPY that now has $500bn in assets....
...Q4, Serco FY Friday Bank of England deputy governor for markets and banking David Ramsden speaks at the Deloitte Academy on the bank’s resolution regime EU, France, Germany, Italy, Japan, UK, US: S&P...
...(Like many of her generation, Anderson’s encounter with Cavafy was through Leonard Cohen’s song “Alexandra Leaving”.)...
...Fred Cohen, chair of Ascend, said capital expenditure was becoming a real issue for these companies....
...Does Cohen’s activist campaign have a chance of success?...
...I have dumped Cassandra and embraced my inner Abby Cohen, the ex-Goldman strategist who for years could reliably out-bullish anyone. Now my walls are adorned with long-run charts....
...Assets in the sector, which includes firms such as New York-based ExodusPoint, Balyasny and Steve Cohen’s Point72, have ballooned by more than $100bn during the pandemic to $620bn, according to eVestment...
...Israel Englander’s Millennium, which gained about 12 per cent last year, made $8bn for investors, and Steven Cohen’s Point72 made $2.4bn thanks to a 10.3 per cent return....
...Lionel Sukhram, previously a senior crypto operations specialist at Robinhood, has joined Steve Cohen’s hedge fund Point72....
...Second-quarter profits among S&P 500 companies are expected to have climbed 10 per cent from a year earlier, according to Refinitiv data....
...Short interest has risen to 9.1 per cent as of early September from 2.9 per cent this year, according to S&P Global Market Intelligence....
...“Its quite a shift [in Europe] following years of low inflation,” said Juliette Cohen, strategist at CPR Asset Management....
...Law firm Dechert has appointed partners David Forti and Mark Thierfelder as co-chairs and partners Sabina Comis and Vincent Cohen Jr as its first global managing partners....
...Stock markets gyrated, giving up early gains to trade negative for much of the day before a late rally left both the S&P 500 and the tech-heavy Nasdaq Composite closing roughly flat....
...He reckons that multi-strategy hedge funds — the likes of Izzy Englander’s Millennium Management, Ken Griffin’s Citadel and Steve Cohen’s Point72 — should essentially be seen as a souped-up, better version...
...“Now we have this environment of higher interest rates, we do believe they will be challenged to continue gaining market share and competing with banks,” says S&P Global Ratings analyst Cynthia Cohen Freue...
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