Hints and tips:
...This year it has recovered by about 5 per cent, leaving it far off its so-called high-water mark, the level at which it can start charging performance fees....
...SELL: Hotel Chocolat (HOTC) Cost base efficiencies are yet to have a pronounced impact at the chocolate retailer, writes Mark Robinson....
...The Russell 2000 index has risen 24 per cent since the beginning of 2020, lagging behind the S&P 500’s more than 60 per cent gain over the same period. Read the full story. 4....
...One black mark was Trian’s $2.5bn bet on US conglomerate General Electric in 2015. “I regret buying GE . . . I was lied to . . . the numbers weren’t real,” says Peltz....
...Judge Arthur Engoron has already found that the former president and his adult sons, Donald Jr and Eric, inflated their wealth by as much as $2.2bn in order to secure loans for their family business on advantageous...
...The S&P 500 ended the day up around 1 per cent. [MUSIC PLAYING] Some people are now allowed to cross the border from Gaza into Egypt....
...The Black Box: Writing the Race by Henry Louis Gates, Jr....
...US markets are closed for the Martin Luther King Jr holiday, after Wall Street’s blue-chip S&P 500 notched its largest weekly gain in two months on Friday....
...I prefer to paraphrase my inner Mark Twain and point out that history’s rhyming verse is out of whack....
...BUY: Lok’n Store (LOK) The storage company’s development pipeline is the key to driving its growth, writes Mark Robinson....
...Law firm Dechert has appointed partners David Forti and Mark Thierfelder as co-chairs and partners Sabina Comis and Vincent Cohen Jr as its first global managing partners....
...BUY: Tesco (TSCO) It’s all about price points at the UK’s largest grocer as inflation reduces real household budgets, writes Mark Robinson....
...HOLD: Oxford BioMedica (OXB) The market fears that the boost provided by Covid-19 may be coming to an end, writes Mark Robinson....
...HOLD: Saga (SAGA) The over-50s specialist has not shaken off legacy issues linked to the pandemic, writes Mark Robinson....
...Thursday Philippines, Ferdinand “Bongbong” Marcos Jr, son and namesake of the notorious late dictator, takes office as the country’s new president UK, the Future of Britain conference, organised by the...
...Roger Robinson Jr We’re increasingly in an adversarial position vis-à-vis Beijing, and it’s necessary now to think about how we diversify away from the country....
...If that is sustained, it would mark the strongest quarterly growth since the end of 2009....
...BUY: Prudential (PRU) Demographics have triggered the shift into high-growth markets for the insurer with strengthening sales across Asia, ex Hong Kong, writes Mark Robinson....
...BUY: Bloomsbury Publishing (BMY) Shares in Bloomsbury Publishing were on the fly on results day, as the publisher’s interim figures outstripped market expectations, writes Mark Robinson....
...They illustrate their argument by comparing the paths to success of the richest people in Mexico and the USA (p. 39)....
...Tributes and expressions of shock poured in on Twitter from fans and fellow Hollywood figures, including Marvel film co-stars Mark Ruffalo (the Incredible Hulk) and Chris Evans (Captain America)....
...Wadsworth, London Crossword 16,212: Caroline Sproule, Moira; L Stone, Dorset; Nancy Cooper, London Polymath 1,029: James Birkett, Brighton Crossword 16,206: Enda Cogan, Dublin Patricia Cairns, Devon; JR...
...Michael Robinson, whose chain of computing shops lent Team17 its foundations, is hopefully happy in retirement....
...— Brecon Beacon The Adventures of Huckleberry Finn by Mark Twain The funniest novel I’ve ever read. Not because it’s relevant to anything happening, but because it’s such a joy....
...The progress through the year will also be erratic, as it will be contingent on the interconnected “3 P’s” of the pandemic, psychology and policy....
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