Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Along with US rival Lyft, and China’s Didi Chuxing, Uber and other tech-enabled taxi services — or ride-sharing operators, as they like to be known — are transforming urban transport....
...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....
...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....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
...Yes, that does mean the tax pot shrinks a bit so services are squeezed and the burden of funding public services falls on ordinary workers — but that is only fair since they do not have any better ideas...
...For the local guys in those two monster segments, the threat has always been that Uber, Amazon et al can simply come in and eat their lunch....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...— 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....
...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...
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...The latest case, Google v Joffe et al, involves a class action suit stemming from the company’s illicit collection of snippets of information from WiFi networks in homes that its StreetView cars were passing...
...“It’s not that the robots are seen as people . . . but the fact it’s Abbie or Maddie or Roxie being sent up, not just a bit of equipment, means people take more notice.”...
...While the black taffeta evening gowns and sturdy looking peacoats on Karlie Kloss et al shouted winter, the models’ peachy complexions were all spring – try Bobbi Brown’s Sheer Color Cheek Tint in Sheer...
...Fox Television Stations et al) was appealed to the US Supreme Court, where it was debated on Tuesday....
...Abrahamson et al find evidence that “strategic pricing” (implicit collusion) is as strong as ever in the US IPO market....
...al and the ERM), 1994 (the bond market collapse), 1997 (Asian crisis) and 1998 (Russian default, LTCM) will readily testify....
...It is therefore understandable that the word used for paradise in the Koran – al-janna – means “the Garden”. It is a land of plenty, with abundant fruit and rivers of wine, milk, honey and water....
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