Hints and tips:
...Investors have long debated whether Tesla is an auto company or a tech company. We believe it’s both, but see the biggest value driver from here being software and services revenue....
...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....
...Then, the hidden leverage and maturity mismatch in pension funds’ and insurance companies’ portfolios — generally supposed to be long-only — could pose a policy challenge....
...She is speaking from her home in Southampton, Long Island, where she lived with her husband, the artist Roy Lichtenstein....
...Pension funds and insurance companies globally know that rates tend to hit cyclical peaks when the curve inverts, and now that the Fed is signalling it is nearly done, they are piling in to long duration...
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...A shake-up at AT&T is long overdue, says Lex....
...As long-term investors, representing more than $10.4tn in assets, the case for action on climate change is clear....
...“Amazon” Cuomo et al will hope not. In Wisconsin, considerable effort was expended to woo Foxconn — a Taiwan-based company which makes, among other things, roughly half of the world’s iPhones....
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...While I claimed only that thousands would die in the future, the Baicker et al studies suggest that at least one person dies for every 1,000 who lose health insurance....
...I have seen no data to show how Facebook and Twitter et al advance happiness or social cohesion....
...A second study, Jones et al. (2011), analyzed a treatment for localized prostate cancer (an early stage of prostate cancer with a five-year survival rate on the order of 80 percent)....
...I’d set up and capitalise a European debt management agency to create ESBies (the European safe bonds of Brunnermeier et al). I’d set up a eurozone growth capital fund for fast-growing companies....
...Now it’s much more al desko.”...
...— 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....
...We suppose the real point is that if Parker et al can construct a reasonably robust metric (mileage may vary, it is de facto limited, and we’re open to being told this is the wrong stuff to measure) than...
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...That makes China’s leaders v nervous and restricts policy options....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...So the FDIC as liquidator of Penn Square et al asserted that the “sales” of loan participations by Penn Square and the others were not “true sales” that gave rights to the underlying collateral (whatever...
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