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...Searching through vintage fairs and antique shops for vintage frames is still a passion of mine....
...Robertson, meanwhile, had a well-received solo booth at 2023’s Armory Show art fair in New York and will have a London show in May at Alison Jacques on Cork Street....
...As would you earning $17mn a year, the median paid to those atop S&P 500 companies, for example. This is probably not fair to managers of many industrial firms, where safety is front of mind....
...It’s probably quite expensive to do, to be fair. You probably have to . . . Katie MartinSounds fiddly and annoying and all that stuff. Toby NangleAbsolutely, yeah....
...But it should also be fair to good employers who care about their staff and want to manage out team members who don’t fit, who bully others or take advantage....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...As Bolgona puts it: From a high level, relative to electing to account for loans at amortised cost, electing the fair value option provides a P&L tailwind during periods of loan growth due to recognising...
...Seems to me, therefore, that unless I can beat the S&P 500 — in sterling to match my liabilities — I shouldn’t bother. The author is a former portfolio manager....
...They speak to Natalie Whittle about their practice and their processes, and who keeps the more ordered space....
...It’s a case of backing the Super Seven tortoise over the Magnificent Seven hare (which, to be fair, is the moral of the fable)....
...It could well be that the Mag 7 are overvalued and the rest of the index is close to fair value....
...S&P said it had revised its view of Ørsted’s management and governance to “fair from strong” saying there were “signs that management might have been too aggressive in its expansion plans, and in reacting...
...Japanese stocks traded on a P/E of 67x in 1990. The Nifty 50 traded on a P/E of 34x in 1973....
...Traders have priced in a fair bit of bearishness. The commodity’s price has recently rebounded slightly from record lows....
...The index providers “have not received the attention they deserve,” Natalie Bugalski, IDI’s co-founder, told me....
...A reader, going by KC, wrote to ask what the valuation of the S&P 500 was once the Mag 7 were set aside. A fair question....
...It was a fair amount of work and it revealed very little....
...But that is much lower than the double digit return on capital that Kering made in 2023, according to S&P Capital IQ....
...When doing “draw and inspect”, new drawdowners will see the S&P 500 index reached an all-time high on March 28....
...There’s a lot of whingeing about passive and how it’s, you know, not fair and this kind of isn’t how the game is supposed to work....
...We note that the S&P 500 has been in a clear trend up channel since the GFC....
...Ministers should ask themselves how the scandal at P&O Ferries, when nearly 800 workers were forced out of their jobs at the drop of a hat, could happen in this day and age....
...Fair enough. The sector is genuinely challenged, especially in offices, and distress is almost certain to rise....
...Using that model, the difference between estimated fair value and the actual value of the S&P was 0.61 per cent, and confidence was 86 per cent....
...Fair? Undervalued? Email me, ethan.wu@ft.com. All right, Rob, we’ll be back in a moment with Long/Short. [MUSIC PLAYING]. Welcome back....
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