Hints and tips:
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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....
...Group Ostrum Asset Management P+ (DIP/JOEP) Pædagogernes Pension PGGM PKA Rabobank Pension Fund Robeco RobecoSAM Sarasin & Partners LLP Schroders SKY Harbor Capital Management, LLC Southwark...
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
...Yes, that does mean the tax pot shrinks a bit so services are squeezed and the burden of funding public services falls on ordinary workers — but that is only fair since they do not have any better ideas...
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...Related links: SEC V. TREVOR G. COOK, PATRICK J. KILEY, ET AL, Case No. 09 CV 3333 – SEC Litigation release...
...The case, Gallus et al. v....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...Those investors will be reminded of the same consideration that Morgan Stanley, Credit Suisse et al may have overlooked....
...al?...
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