Hints and tips:
...“Practice, I would suggest, points to the difficulty of this principle,” he told the Institute of International Finance in Washington....
...Rising auto prices and high demand have indeed played a large part in the long-term trend of higher auto-insurance costs....
...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....
...But, as Benjamin points out, “Women were the number one subject, and fashion always came second.”...
...And one scoop to start: Credit Suisse provided funding for Greensill Capital to set up its own in-house insurance firm, weeks after the supply-chain finance company’s main insurer refused to renew its policy...
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
...point of view....
...And since “the exposure of UK investors, including insurance companies [and banks], to these shifts is potentially huge”, he warned of a potential future market panic if investors suddenly woke up to these...
...And as Lex points out, AirAsia’s travails didn’t just begin with the coronavirus crisis....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Chetty et al. (2017) find that there is a 14 years life expectancy gap between top and bottom 1% males in the US, and that this gap has widened since 2001....
...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...
...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....
...We recommend owning lower-risk companies or companies with catalysts that can drive share price performance. ......
...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)....
...This finding is also in line with previous literature on the subject (Yoshikawa et al., 1995; Pras et al., 2009; Pras & Guostavino, 2010)....
...The removal of generally higher quality credits, however, would increase the high-yield (or junk) share of the index by two points to 44 per cent and increase the yield by 17 basis points to 5.52 per cent...
...Chinese insurer Anbang eventually became the preferred bidder, but the sale collapsed at a crucial point in negotiations....
...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....
...Bank shareholders lost money as well, but the survey data from Brown et al found that shareholders did not increase their holdings of cash if they had avoided any haircut on deposits or bonds: The type...
...I have seen no data to show how Facebook and Twitter et al advance happiness or social cohesion....
...A second study, Jones et al. (2011), analyzed a treatment for localized prostate cancer (an early stage of prostate cancer with a five-year survival rate on the order of 80 percent)....
...But it’s a useful insurance policy if the economy were to take a sudden cyclical lurch downwards....
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