Hints and tips:
...Even inside the S&P 500 there is a stark performance disparity between the biggest stocks and the rest....
...The S&P 500 is not yet quite as expensive as it was in the zero-rate, fiscal bonanza, everyone-has-loads-of-cash glory days of 2021. But it is getting closer....
...Markets do not snooze through Thanksgiving week, as Morningstar pointed out yesterday: for the S&P 500, the three-day holiday week has the average swing of plus or minus 1.5 per cent, about the same as a...
...The S&P 500 is often used as the default comparison because of its ubiquity, but, in reality, it’s a poor benchmark for private equity returns given how top-heavy it is....
...L-T....
...a free cooked meal. burberry.com; onsideyouthzones.org P is for Pink PonyRalph Lauren’s Pink Pony was set up in 2000 to ensure access to cancer treatment is available to everyone at an early stage....
...Almost every line on the quarterly P&L beat expectations. Investment banking, the engine of Barclays’ recovery, did not outperform peers on revenues, but instead due to a surprising drop in costs....
...According to this correlation, companies with the most overpaid CEOs have consistently fared worse financially than the average S&P 500 company....
...O Over-rule When an umpire reverses a call by a line judge, aka how umpires prove they’re awake. P Passing shots Things of beauty that have more or less killed off serve-and-volley tactics....
...“There are no equivalent 100 per cent mortgages in the standard market,” says David Hollingworth of UK mortgage broker L&C....
...at Global Founders Capital....
...Shares in the asset manager rose 5.7 per cent on the day the deal was announced, and this year they have nearly doubled the S&P 500’s performance....
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
...Michael Arone, chief investment strategist at State Street Global Advisors, reckons that a full reversal of the 2018 corporate tax cuts could reduce S&P 500 earnings by 7 to 8 per cent, while forcing a contraction...
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...stocks, outperformed a benchmark, the Vanguard S&P 500 ETF (VOO), after fees, in the first half of 2020....
...A lower EBIT margin online vs C&H as a whole also means that if M&S does grow online to 30% of C&H sales by FY22e, the impact on margins will still be negative....
...Fisher, London, England Polymath 1,047: Nicholas Hartley, Belgium Crossword 16,314: A Dixon, Richmond, England; Chris Bennette, Oxfordshire, England; Mark Rushworth, Woking, England Polymath 1,046: C...
...Our PT values CPR on 40x 2021 P/E (ex-further M&A) vs Spirits on 23x. ST momentum to hold....
...If you are looking to predict the shape of the US economic recovery — be it V, W, L or even K — don’t look at the markets....
...Since 2016, we estimate the Kingfisher P&L has had an £81m transactional benefit from weaker sterling. FX could become a headwind once trade talks are agreed (or not)....
...P review out....
...of the S&P 500 to growth and momentum”....
...When asked about what path the S&P 500 recovery will take, W remained the most popular choice with 45% percent of the vote. Just 30% expect a V shaped recovery in the stock market....
...If the economic trajectory does indeed look more like an “L” than a “V” or “U”, portfolios will need to combine recovery stocks with cash and lower-risk bonds as well....
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