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...Well, I’m still waiting. Stocks have yielded less than bonds ever since then. . . ....
...“I’m not really into world records,” he says. “I’m interested in craftsmanship and making a very wearable, elegant watch.”...
...Secondly, I’ve rebooted my old personal newsletter Buy The Dip, and aside from literally talking my book(s) I’m primarily using it as a way to get Alphaville content out and into people’s inbox (which has...
...And here to talk to me about it is the FT’s Asia editor Robin Harding. Hey, Robin. Robin HardingHi, there. Sonja HutsonAll right, Robin, let’s start with the BoJ’s decision to raise interest rates....
...I’m interested, can you just tell us a little bit about Norway’s sovereign wealth fund? Robin WigglesworthWell, so Norway found oil many, many decades ago in the 60s....
...— has quite the job ahead of him, which he obliquely nodded to in the pension plan’s statement: “I’m grateful to CalPERS’ leaders for the trust they’ve put in me to help shape the pension fund’s next chapter...
...All that said, I’m a bit less worried about most of these factors than I was three-four years ago, for reasons that probably warrant a longer separate post someday....
...The writer is Robin Herbert’s son-in-law...
...Despite a spate of aggressive M&A swelling its assets to $1.4tn, its share price has sagged over the past decade, giving it a current market cap of $13.6bn....
I like it, I’m not gonna crack
...BNY Mellon has once again resisted the temptation to work in a Boney M reference. Schroders is banging on about a “3D reset” again....
...It also meshes with what our colleague John Burn-Murdoch wrote recently, looking at the evidence of more angst-ridden versus optimistic books since 1500....
...Tesco veteran Jason Tarry will replace Dame Sharon White as chair of John Lewis and Waitrose....
...I am a Robin, last Wednesday was Valentine’s Day, but I am not a bird. I was in my garden, pondering, not tweeting....
...M&S and John Lewis, they will have to run faster.” M&S cannot afford distractions....
...Robin Lane Fox Well, I mean, I have to say, I’m not hoping. I know it will....
...John Williams’ grinching be damned, last week’s Fed pivot was a bona fide Christmas miracle....
...I’m always amazed by the sloppiness of the reasoning of some of the people advocating for private equity. And some of them are my friends....
...This is going to reinvigorate M&A, stimulate capital markets activity and stoke the bull run”? Or do you think: “Investors must still be high on those smooth, backward-looking historical returns....
...I’m inclined to share the view of Washington Post senior critic-at-large Robin Givhan that “if you believe that he should be able to move on, and believe in giving him another chance, you also still can...
...John M JonesLondon N19, UK...
...I’d settle for a signature from people who are so close that I already know their news or from those who are so famous that mere acknowledgment is a gift (I’m still waiting)....
...Even at 77, there is no let-up for American composer John Adams....
...In a radical break from their business model of paying fines, lobbying and advising CEOs how to wreck their careers through stupid M&A deals, several banks are looking to break into the hot new phenomenon...
...The thing is, despite Alphaville’s copious writing on how demented the private credit boom is becoming, I’m inclined to agree with Rowan here (to a point)....
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