Hints and tips:
...And so you’ve got some start-ups who are doing that — folks like [the AI public benefit corporation] Anthropic....
...MainFT’s been all over Warren B lately, but here’s Eric Platt et al. with the succession analysis....
...They followed the Pinault family of Ch Latour et al, who, in 2013, bought what is now called The Eisele Vineyard from the Araujos, and were so confident of their savoir-faire that they didn’t even impose...
...Naturally, we are told by the likes of Google, Meta, Microsoft et al that using AI to help solve the planet’s warming crisis is a wonderful idea....
...“The mundane objectives of a corporation are misaligned with artificial general intelligence.”...
...Hermès, L’Oréal, Dior et al sell an idea of French high-end craftsmanship that derives almost whole cloth from the 17th-century court of Versailles....
...She is the former chief executive of the Aerospace Corporation. Apple also said that Al Gore and James Bell would retire from the board this year....
...The chief executives behind Microsoft’s planned $75bn acquisition of Activision made a last-ditch attempt to save the deal in a San Francisco federal courtroom yesterday....
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London today. Check back here for details and reaction....
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...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....
...So if you bought at the end of ’22 Royal Caribbean or Carnival Corporation, write a letter to Unhedged headquarters and we will send you your Unhedgie trophy....
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
...Bertrand et al then examined the impact of acquisitions due to benchmark inclusions....
...Riding the AI wave, Nvidia, Microsoft, Alphabet, Apple, Amazon and Meta have added a total of $3.1tn in market cap terms in 2023, data from AJ Bell show....
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London time today. Check back here for details and reaction....
...Major corporations such as Microsoft and Verizon have lent their support to campaigns in various US states for legislative reforms to erase old convictions from individuals’ records....
...And corporations of all types use longer-term currency swaps to hedge their own foreign currency bond liabilities (McBrady et al (2010), Munro and Wooldridge (2010)). The BIS’s suggestion?...
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...Now see the many state attorneys-general (acolytes, no doubt of Alito et. al.) who want to sanction corporations that adopt ESG....
...But even in the face of this poignant example, the Chan et al/Verdad view is very hard for a person like me to accept....
...There is for sure a debate to be had about when the Federal Reserve et al should have pivoted their stance more forcefully to tackle inflationary pressures, and what they should and shouldn’t do now....
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