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UnhedgedRobert Armstrong
Risk on, economy off Premium content
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
January 25, 2023
UnhedgedRobert Armstrong
Inflation’s descent will be hard, too Premium content
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
June 14, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Disrupted Times
Rapid growth of AI spurs calls for greater regulation
...US education company Chegg yesterday became one of the first examples of a company acknowledging a hit to its finances as a direct result of generative AI, in this instance the use of chatbot ChatGPT....
May 3, 2023
HTSI
The moment that changed everything for me…
...He’s my style icon; he exudes that vibe of one plus one equals three. It’s the energy that carries over. In fact, the first suit I ever bought was a vintage Bogner all-in-one snowsuit in safari green....
May 2, 2022
Newsletter
Aviva’s Amanda Blanc: from mining heartland to heart of capitalism
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
May 30, 2022
FT Swamp Notes
The reckless legacy of Benjamin Netanyahu Premium content
...The same, of course, applies to Le Pen et al in Europe. I don’t know Israel nearly well enough to prescribe a solution to the deep-seated Palestinian-Israeli crisis....
May 21, 2021
FT Live
Business of Entertainment Summit
Capitalizing on Disruption
Thursday, 19 SeptemberLos Angeles, CA
Equities
Markets Now - Wednesday 22nd April 2020
...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...
April 22, 2020
Due Diligence
US Democrats: Private equity in the crosshairs Premium content
...(WSJ) Man with a data plan Meet Martin Brand....
July 31, 2019
Equities
Markets Now - Thursday 14th May 2020
...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....
May 14, 2020
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
May 9, 2019
FT Books Essay
Can humanity survive the future?
...Ten years on from the New Atheism campaign of ultra-reductionists Richard Dawkins et al, Rees, while stating he is an atheist, declares that he shares a sense of “mystery” with those who believe in God....
October 12, 2018
Due Diligence
The Saudi sovereign wealth fund is splashing cash around
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
March 1, 2018
Best of the FT in 2017
Corporate Year in Review 2017
...on behalf of the government from its core business to make it look more like a traditional energy major....
December 22, 2017
Jurek Martin
US election: Money can’t buy you power
...All this has proved a bit of a puzzle to the moneybags, many of whom have dropped bundles on Jeb Bush, Marco Rubio et al, whose ample funding counted for nothing in the end....
April 30, 2016
Airlines
Helicopters: need for speed overtaken by harsh economic lessons
...Some of the lessons learned in the X3, now retired and on display at the Musée de l’Air et de l’Espace at Paris-Le Bourget, are promised for future Airbus models....
November 16, 2015
FT Live
Business of Art
Market shifts and future growth
Monday, 7 October180 Studios, London, UK
Smart MoneyStephen Foley
Stock pickers fail to shine in downturn
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
October 5, 2015
FT AlphavilleSujeet Indap
Beta max
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
June 19, 2015
Inside BusinessKate Burgess
Directors’ share dealings prove a big issue
...But unlike Mr Terry et al, Mr Austin remains the beneficial owner and gets to vote his shares and reap the dividends. IGas’s shares tumbled 24 per cent last week....
November 16, 2014
LombardJonathan Guthrie
Sky Bet a successful accumulator for Darroch, trophy asset builder
...V: Now let us join together in singing that fine old hymn Jesus Wants Me For a Low-Energy Lightbulb....
December 4, 2014
Life & Arts
Best books of 2014
...Catmull, a PhD student from the University of Utah, nurtured the dream of making the first computer-animated movie....
November 28, 2014
FT AlphavilleEU energy
The 6am London Cut
...(Financial Times) EU proposals for Libor et al to be unveiled today: “[B]enchmarks that are deemed to be “critical” would be overseen by a college of national supervisors led by the Paris-based European...
September 18, 2013
ReviewLife & Arts
Books of the Year
...Money: The Unauthorised Biography, by Felix Martin, Bodley Head, RRP£20 Economists have long been dangerously wrong about the nature of money, says Martin....
November 29, 2013
Tech blogChris Nuttall
How Apple changed the publishing industry
...United States v Apple, Inc et al is more than a US Justice department antitrust action against publishers allegedly colluding on ebook prices....
April 11, 2012
Jurek Martin
Michigan leads in Sun Belt versus Rust Belt
...from Messrs Paul, Gingrich et al....
October 12, 2011
Special Report
Asia takes the helm in choppy waters
...This year saw the publication of Cameron Dueck’s book The New Northwest Passage: A Voyage to the Front Line of Climate Change, in which the one-time FT journalist describes the 8,000 nautical mile voyage...
May 23, 2012

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