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Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
UnhedgedRobert Armstrong
Techs good, transports bad Premium content
...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....
April 28, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
FT SeriesHall of Mirrors
How trolltrace became a real thing
...Although this last theme might seem oddly non-political, that positive-affect language was a hallmark of politically left-leaning trolls in the 2016 election interference (Marcellino, Cox, et al., 2020)....
October 15, 2020
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
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 Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
FT AlphavilleColby Smith
Efforts to restrict worker mobility are bad for the economy
...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....
October 29, 2018
Amazon’s new HQ
Amazon gets its new HQs but what do the winning cities stand to gain?
...More than a year after launching its quest for a second North American headquarters, or “HQ2”, the company has finally decided on a location for a new home....
November 29, 2018
FT AlphavilleMatthew C Klein
Housing for the long run?
...Jorda et al provided a valuable service but they didn’t calculate the returns most homeowners actually experience....
August 15, 2017
News in-depthUS & Canadian companies
TV flickers as viewers find new screens
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
August 14, 2015
FT AlphavilleUS downturn
Economists agree: deflation is either good, or bad, or irrelevant
...Unsurprisingly, Borio et al also find that the impact of a given decline in asset values is related to the amount of debt outstanding before the bust....
March 23, 2015
Property sector
Wall Street back in love with McMansions
...That figure pales against the total value of the US housing market – $23.7tn at the end of 2012, according to Zillow – but it could grow exponentially if Blackstone et al are able to get their hands on cheap...
February 14, 2013
FT AlphavilleDavid Keohane
The (early) Lunch Wrap
...Kate argues that Verleger’s view of a hypothetical Saudi et al response to lower prices and/or production is compelling, in that it doesn’t follow that more prolific US oil supply will mean lower global...
January 7, 2013
Christopher CaldwellMedia
Pull the plug on TV’s push to dodge decency standards
...The case (now called FCC v. Fox Television Stations et al) was appealed to the US Supreme Court, where it was debated on Tuesday....
January 13, 2012
beyondbricsSimon Rabinovitch
China to the rescue? The property market says no
...Related reading: Don’t expect China et al to save the world, FT What China now outsources to the US: fruit-picking, beyondbrics China: inflating away debt, beyondbrics China debt: Moody’s flying guess, beyondbrics...
August 24, 2011
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Work & Careers
Tale of a frustrated whistleblower
...Given the shareholder, customer and creditor losses at Enron, WorldCom et al, and the impact on tens of thousands of worldwide employees when these companies collapsed, his statement, and others like it,...
March 10, 2010
Life & Arts
Little luxuries
...If 2009 is all about downsizing – job cuts, smaller mortgages and houses, modest holidays and compact cars – what are the designers and manufacturers of big-ticket furniture to do?...
March 28, 2009
FT AlphavilleIPOs
See you in court, Countrywide edition
...The Court has stayed all but the first-filed ERISA class action case (entitled Alvidres v. Countrywide Financial Corp., et al.)....
August 13, 2008
Life & Arts
Sitting pretty
...www.cassina.com 5 TV Sofa Bokja One of my personal highlights from December’s Design Miami was a preview of the Al-Sabah Art & Design Collection, the new design venture from Sheikh Majed Al-Sabah of Villa...
February 7, 2009
FT AlphavillePaul Murphy
In the mists of sub-prime
...Shame Michael Moore et al were not listening to him back then....
September 30, 2008
ReviewLife & Arts
Books of the year
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
November 28, 2009
FT AlphavillePaul Murphy
So, are Fan and Fred technically bust, or not bust?
...Recommended discourse: JCK et al at Alea....
September 8, 2008
Life & Arts
Overdue process
...al v....
August 27, 2004

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