Hints and tips:
...You know, then again, if you’d bought it in 2020, you now would be enjoying the new, fresh, all-time highs every day in the S&P 500. God bless....
...Last week, rating agency S&P upgraded the country’s debt to investment grade....
...Not a positive absolute return, by any means, but not that bad compared to the Agg’s 15 per cent loss, a 23 per cent drawdown for high-grade corporate debt and the S&P 500’s 22-per-cent puke....
...For example, a US$100 billion change in the Fed’s balance sheet was associated with a 0.55% gain in the S&P 500, and explained just 2% of equity market variance....
...In recent weeks Next has been trading on its biggest ever valuation premium to both Kingfisher and M&S....
...M&S first ......
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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...
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...“Uncertainty around Homebase, Poundworld et al presents opportunity for B&M from both a property and a capacity withdrawal perspective....
...Markets at 07:59 Asian markets Nikkei 225 up +44.35 (+0.26%) at 17,082 Topix up +8.73 (+0.65%) at 1,353 Hang Seng up +92.68 (+0.39%) at 23,742 US markets S&P 500 up +9.12 (+0.42%) at 2,180 DJIA up +72.66...
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...Is this an S&P/Moody’s/Fitch killer? Maybe, in time....
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
...US index futures suggest the S&P 500 in New York will open flat at 1,697.5, leaving the benchmark less than 1 per cent below the record close hit a week ago writes the FT’s Global Markets albatross Jamie...
...S&P assigns to Morocco a foreign currency rating of BBB-, its lowest investment grade....
...He will be joined in the dock by Joe Dear, Calpers‘ chief investment officer, and Floyd Abrams, a first-amendment lawyer appearing on behalf of S&P....
...Marx is singing in his grave there in London as the US government now controls the auto, mortgage, insurance, banking, et al industries and he has not fired a shot....
...In the absence of a fresh catastrophe, markets will remain range-bound, according to Yardeni, whose top forecast has the S&P hitting 1000....
...But investors loved it, sending the S&P 500 index surging 7 per cent. With seemingly a new lease of life, the next day Mr Geithner argued for sweeping new powers to wind up bank holding companies....
...“The USO held sway over the market, i.e. these funds (USO, S&P GSCI et al) are artificially skewing the front of the Nymex curve; putting downward pressure as they sell a massive percentage of open interest...
...As a former investment banker, Augar tells the story of the disaster in the financial markets. What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...*Hedge Fund Activism, Corporate Governance, and Firm Performance (2006), Brav et al...
...K. & Hart, S. L. 2002. “The Fortune at the Bottom of the Pyramid.”. Strategy + Business, 26: 54-67. Sirmon, D. G., Hitt, M. A. & Ireland, R. D. 2007....
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