Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
...“The most plausible explanation is a China Inc deal,” says a research note from Bernstein in Hong Kong, noting that a number of other Chinese companies have been stopped by Chinese regulators from going...
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
...Ask IWC, Breitling, Montblanc, Bulgari, Gucci, Frédérique Constant et al why they have made “connected” watches this year and they will all say smartwatches are the next big thing....
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...When he left Quest in 2003, he took on various new businesses and became involved in research into treatments for autism....
...The injunction was later lifted but the taxi unions are still fighting the case....
...The fear of being tripped up by technology is a powerful turn-off for consumers, according to research by Visa....
...It bought the US biotech group Seragon Pharmaceuticals for a cost of up to $1.7bn in July, and the US gene-sequencing group Genia for up to $350m in June....
...For more on the underlying research by Andrei Schleifer et al — see this post from Felix Salmon looking at an earlier version of the paper cited by Turner....
...As for Japan’s deteriorating economic climate – not to mention the downwards direction of the Nikkei average – the situation may well become “more difficult” and Sugiyama et al may have to change their minds...
...*Hedge Fund Activism, Corporate Governance, and Firm Performance (2006), Brav et al...
...Charles Kreidl, Chicago, Illinois, US Alex Frankel: There is no doubt that loyalty and turnover are huge issues in the front-line retail environments where I worked (Starbucks, Gap, et al.) as well as across...
...Al Gore won New Jersey solidly in 2000, which led most pundits to assume this year that it would not be a swing state....
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