Hints and tips:
...Additional contributions from Grace Ramos, Gordon Smith and George Russell...
...As Wachowiak et al correctly note, the recent pressures militating in favour of greater cooperation (Ukraine, a second Trump presidency, fiscal constraints), “have not, to date, proven sufficient to overcome...
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...RedBird IMI is 75 per cent owned by Sheikh Mansour bin Zayed al-Nahyan’s International Media Investments despite being run by Zucker....
...The 76,500-tonne M/V Glory, registered in the Marshall Islands, was grounded while joining a southbound convoy near Al-Qantara, according to a shipping agency....
...called the “va et vient” of daily life....
...Was this the year where Weiner et al. finally opened their eyes to the delights of boneless chicken, Domino’s pasta and sandwiches, or even the occasional salad?...
...Arnott et al estimate that stocks ejected from the S&P 500 actually outperformed new entrants by an average of 2,200 basis points in the year after the index rejig (FTAV has written about the index inclusion...
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...Et tu Brutus? Or in Boris Johnson’s case, Et pretty much everyone — Rishi, Sajid, even Priti for goodness sake (non-aficionados of UK politics should Google them)....
...But this is the landscape as it emerged after the December 2019 election at which Boris Johnson was triumphant....
...His father’s company — then called the Al-Zahawi Group, but now known as Iraq Projects Business Development (IPBD) — quickly procured a contract to provide cleaning, logistics and support services to the...
...We have our evil leader for today (you-know-who in Moscow), but do Biden, Johnson, Macron et al fit the bill as statesmen?...
...In the case outlined by Haddad et al, Goltz said investors were buying a stock “even though the price has gone up”, so demand is more inelastic and “you can have additional volatility from shifts in demand...
...And generally speaking, they are the stocks that have been hardest hit by the past, probably 12 to 14 months of regulatory crackdown under Xi Jinping, who has been sort of making Alibaba, Tencent et al feel...
...Forte Forte has this divine lilac style with ankle ties — the V cut makes the leg look longer too and compliments a wide foot....
...Rees-Mogg left in 2019 and last week Johnson told clients he was stepping down as chief executive, ahead of a potential move into politics....
...As Lord David Pannick QC et al observed in a letter to the Times this week the doctrine of necessity requires “grave and imminent peril” to which the state in question has not contributed....
...But Johnson’s family firm Fidelity has leapfrogged it to become the world’s third biggest asset manager, with its $4.2tn only surpassed by BlackRock and Vanguard....
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
...Independent hawkers are in on the fun too: there’s even a new family-owned bakery in town, Buns from Home, that’s dedicated almost entirely to buns — chocolate, coconut, pistachio et al....
...Kuwait has signed deals with Moderna and Johnson & Johnson to supply their coronavirus vaccines, state media reported on Monday....
...The UAE has approved four vaccines for emergency use, those made by Sinopharm, Pfizer/BioNTech and Oxford/AstraZeneca, as well as the Russian-made Sputnik V jab....
...Former US vice-president Al Gore and financier David Blood are launching a climate change asset manager that will largely focus on private markets....
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