Hints and tips:
...The two academics focused on the 20 M&A and regulatory assignments that S&C worked on for FTX, for which it earned just under $10mn in the months leading up to the exchange’s November 2022 bankruptcy filing...
...Even metrics with better track records, such as cyclically adjusted PEs, or Q-ratios that focus instead on balance sheets, show the S&P to be hugely overvalued....
...to c.$1.2bn....
...Google Trends As well as the seasonal overtones (ice, angel, Turkey etc), there was a further theme to these answers, which could have made it a bit easier. . . the first letters of each answer spell out C-H-R-I-S-T-M-A-S...
...Well, I’m still waiting. Stocks have yielded less than bonds ever since then. . . ....
...Which is why I’m sceptical much change happens....
...“Tape Loops B & C” are continuous improvisations which, divided into multiple parts, most capture the feel and spontaneity of a tight-working band....
...I was there with friends on the promise of transgressive S&M....
...He points to: A small M&A uptick. Measured by volume or by value, deal flow rose in the fourth quarter of 2023, compared with the quarter before: Better vibes in the C-suite....
...Any premium Scotland has to pay will partly be influenced by the credit rating it is assigned by firms such as S&P, Moody’s and Fitch....
...US firms are incredible at generating long-run returns but two valuation ratios — Cape and Q — suggest the S&P 500 is twice as high as it should be. So should I dive in or wait?...
...on Cape and Q — the ratios I focused on....
...This comes from Aakash Jani: I have a question for Rob for the listener Q&A episode....
...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....
...In the case of the McKinsey report published in 2020, the main study gathered data about diversity on the boards and in the C-suites of more than 1,000 large global companies....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...to S&P Global Ratings’ definitions....
...Every year I thank Santa for a fridge full of cooked meat and veg (and M&S trifle), which I “ready steady cook” into exciting new dishes, from Cajun rice stew to ham and sauerkraut croques....
...He added: “I’m meeting key congressional leaders from both sides and obviously the president.”...
...“Paul’s passionate about this and I’m happy to support him.”...
...M&C Saatchi this month also blamed a challenging trading environment for a small decline in like-for-like net revenue for the full year....
...But to your question of what I’d agree with: I’m going to paint with broad brushstrokes here....
...Monday The Bank of England hosts an online Q&A with its chief economist Huw Pill on the cost of living and current economic conditions EU, France, Germany, Japan: S&P Global October services purchasing...
...The S&P 500, investment grade spread, high yield spread, loan spread, the level of rates, home prices, crypto, M&A activity, IPO activity; everything improved after the Fed signaled that rates are going...
...I’m a bit of a pedant when it comes to language. When I’m walking the dogs, just for fun, I count how many times I hear the word “like”. In 100 yards, I can hear it up to 30 times....
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