Hints and tips:
...Taking on the lead roles from Matt Damon and the Oscar-nominated Jude Law are Andrew Scott and Johnny Flynn....
...Donald Trump must post the (recently reduced) $175mn bond in his civil fraud case in New York....
...Each rebooting of the Bond brand requires some reconciliation with the times: he can no longer slap women, nor try to bed them. Daniel Craig’s Bond became a settled family man....
...So their response to every crisis is the same: capital must be raised from x to y without ever explaining why x was insufficient in the first place (and y won’t be either)....
...Apply that system to February 2024, UK inflation stats for which will drop next week, and you get: (4pp [Jan 2024 y-o-y rate] – 1.1pp [February 2023 m-o-m rate]) + ???...
...and equities....
...Some will have bought the bonds before Russia’s 2014 invasion of Crimea. They comprise both private individuals and institutions, which may well include some charities....
...A number of articles have appeared recently on the subject of nations increasing the size of bond offerings to cover rising fiscal shortfalls and reports that some private sector companies are experiencing...
...first film commission was a bespoke nine-carat rose gold and onyx ring for Johnny Depp as Barnabas Collins in Dark Shadows (2012)....
...Throw in a commodity company because there was no mention of commodities anywhere (even bonds were mentioned) and my picks are complete. Send me the plaudits now, spare the others’ blushes....
...Humanity 1.0 largely resembles a primate society, in which everyone theoretically recognises everyone else as an individual and can form bonds accordingly....
...European sovereign CDS have posted a small increase y/y, but less than that of sovereign CDS in the Americas. This also makes sense to us given the lack of concern about European Union integrity....
...Is the y-o-10y comparison flattering? We’re not sure, but in our short-term focused business culture, at least they’re comfortable talking about the future....
...Firms have reduced their share buybacks (down 11%y/y in Q2) while also increasing their cash cushions. The biggest cash increases have been at firms with exposures to US consumers....
...Almost everything needed is in place, whether bond markets, insurance, institutional capital, law or the regulatory environment....
...Equity markets were essentially flat from 1967 to 1980 in nominal terms, and bonds and credit outperformed significantly....
...That is, investors think today’s earnings at widget maker X are better if yesterday’s at widget maker Y were terrible. Thus confirming our bias that psychological effects are pervasive in markets....
...More broadly, by choosing money market funds, investors have gained higher yields while reducing the interest rate risk of holding long-term bonds and the volatility risk of holding stocks....
...There is one thing that bonds all of these together: urbanisation. Urban growth is driving environmental change at an unprecedented scale....
...The help went to Johnny Depp too (Barron’s) — A crypto enthusiast turned sceptic re-examines his own deck (Twitter) — Gramercy’s third-quarter outlook (Gramercy) — Grading the economic schools of thought...
...The article, “Without top five stocks, S&P 500 is deep into profits recession”, contained this passage: Without its five largest names, the S&P 500’s quarterly EPS has fallen 1.5% in 3Q y/y, according to...
...yields have made high-yielding staples less appealing as bond substitutes....
...The fact that it’s actually taken in a net $2.4bn of capital since inception and incinerated half a yard of it already is certainly very meme-y....
...In the above chart, I standardised everything so I could draw it with the same y axis and no cheating....
...It is common to blame the Fed’s bond-buying programs for the distortions....
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