Hints and tips:
...Jimmy Page of Led Zeppelin has a notable number of paintings, as did the late Genesis P-Orridge – founder of industrial sound provocateurs Throbbing Gristle....
...“One of them has to be the sense that hourly workers and others can’t be secure about their futures, while the C-suite is doing extremely well.”...
...S&P downgraded its ratings on Evergrande’s bonds from B plus in January to double C by September, before they were removed at the request of the company last week....
...“A number of banks that don’t have the capabilities that we have in artificial intelligence, machine learning, [and] modern predictive analytics can’t maintain price integrity in periods of chaos.”...
...Fitch last week downgraded the rating on developer Modern Land (China) to C. The developer had earlier in the month moved to extend the maturity of bonds maturing next week....
...It’s also one of the only places to still enjoy p’tcha (jellied calves’ feet), but interested parties should call in advance to confirm availability....
...They illustrate their argument by comparing the paths to success of the richest people in Mexico and the USA (p. 39)....
...It may also be able to provide early warning signals of a fourth P: pandemics....
...Class Wars by Matthew C....
...Modern oral is still only 1% of US nicotine volume....
...FY21 EBITDA forecasts (c.£850m), back to c.90% of pre-COVID levels, already appear more realistic....
...“Officers have not at this stage identified any offences under the Modern Slavery Act,” the agency said....
...at the ‘C-suite’....
...The HFRI Composite index dropped 9.4 per cent in the quarter, while the S&P fell by almost 20 per cent....
...The Deficit Myth: Modern Monetary Theory and How to Build a Better Economy Stephanie Kelton, Public Affairs, RRP$30/John Murray, RRP£20 Modern monetary theory has become a driving idea of the modern left...
...Apart from negative l-f-l rental and value growth, we assume recapitalizations to an LTV of c.35% by 2021 lowering the EPS and NAV by c.49% and c.61%....
...The P/E troughed first in the GFC, then P and finally, much later, E (Figure 2). Earnings estimates do not turn until c.10 weeks after the trough in the market....
...P/E, a c.30% premium to the sector (incl. ASOS and boohoo). JD Sports’s shares have declined c.50% in the last few months, and we see this as an entry point to one of the finest UK retail stocks....
...Fever - having a good C-19. We have previously highlighted that Fever is having a good C-19....
...Without conviction in wider P&P sector pricing upside near term and the stock likely being put in the penalty box by some investors as they question earnings resilience, in our view DS Smith lacks near-term...
...Landouré’s H3Africa funding is being used for the entire neurology department....
...The fund manager owns shares worth $306m in CoreCivic and $335m in Geo, according to S&P Capital IQ, the data provider....
...A TIPS yield of -2% easily justifies a P/E of 21x....
...Another key signal, highlighted by global macro strategists at Citi, is how US speculative grade, or triple C paper, has found buyers and narrowed the gap with double-B rated debt....
...Her flowers and ruffles and bulbous coats in velvet, hung with passementerie fringe, were modern-day reflections of Lacroix’s love for intricate detail....
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