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Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...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....
September 11, 2023
European banks
A Suisse twist
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
March 15, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Television
Apple TV+, growing pains and new adoption dramedy Trying
...al — arrived....
April 24, 2020
Equities
Markets Now - Friday 24th April 2020
...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)....
April 24, 2020
News in-depthFT Alphaville
‘thank u, next’: how dating apps are transforming relationships
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
December 4, 2019
FT AlphavilleMarkets
Further reading
...– Blanchard et al: Short-tun effects of lower productivity growth, a twist on the secular stagnation hypothesis. – Tyler Cowen vs Noah Smith on Dodd-Frank reform....
February 8, 2017
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Off MessageJohn McDermott
This is what happens when you let young Scots vote
...In two polls, Dr Eichhorn et al asked 14-17-year-olds how they intended to vote in the referendum....
July 22, 2014
FT AlphavilleEquities
Apple, strategists and the proprietary software problem
...Citi’s Yeung et al make one last and very interesting point....
December 17, 2012
InterviewLunch with the FT
Lunch with the FT: Stella McCartney
...al/mother of four – she is Just Like Everyone Else, this seems to be going to extremes....
July 20, 2012
FT AlphavilleJoseph Cotterill
The repo spaniel that didn’t bark?
...Ratings triggers, forced sales, systemic cliff risk, et al. Still a feature in some eurozone periphery bonds, despite the rally. Portugal for instance....
February 6, 2012

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