Hints and tips:
...All of these companies have underperformed the FTSE 100 index. Size is one reason. Bunzl, Howdens et al are generally smaller than the household names, and smaller companies can grow faster....
...Bored of words, Ma et al. then tried numbers — roughly recreating the ratio of earnings revisions deployed above, but utilising forecasts of “earnings and other metrics” instead of just rating labels: We...
...Wherever possible lies should be told about classes of people (Republicans, elites, big business, the media, et al) not specific individuals....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...Still, the study by Subramanian et al should remind us why we care about globalisation....
...Terry Davies’s radical rearrangement allows Bourne to break free of the traditional narrative and evade odious comparisons with Lavrovsky, MacMillan, Nureyev et al....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...Saudi Arabia plans to launch a multibillion-dollar investment company within the PIF, two people familiar with the matter told the FT’s Samer Al-Atrush in Dubai and Samuel Agini, to scout more deals in the...
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...Elysian also offers a small selection of baked goods — muffins, scones, cookies et al — that are all made in house using butter or olive oil (rather than the mass-produced seed oils often found in commercial...
...the crisp company....
...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...
...The biggest motor insurers in the UK, for example, are the same ones that were around a decade or two ago — Aviva, Admiral, Direct Line et al. It is a similar story in the US....
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...“I’m a little cold-blooded about it. I realised I was going to have to stop thinking about what she would have wanted and just go ahead....
...The evidence we have suggests that as an inflation hedge bitcoin is useless (Smales, 2021), mostly useless (Conlon et al, 2021), randomly worse than useless (Matkovskyy and Jalan, 2020), or consistently...
...And for all the flaws of the current approach to equity and inclusion, Edmans et al say it does seem to be bearing some fruit: the average DEI score from their calculations has risen from 4.1 out of 5 in...
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...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...
...Bertrand et al then examined the impact of acquisitions due to benchmark inclusions....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...And they’re gonna be cautious about their identities being known, about being quoted on the record, et cetera, et cetera. So who do we speak to? We speak to people who watch the market....
...The second is an article on Anglo-Greek wrangling over the return of Parthenon Marbles hoarded by the British Museum, written by George Parker et al....
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