Hints and tips:
...Stocks leveraged to oil, from upstream production to oilfield services, popped....
...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....
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...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....
...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....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...Here is an opinion summary from law firm Simpson Thacher describing how the court judged predicted beta in a 2010 appraisal case, ” Global GT lp v. Golden Telecom”....
...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...
...(Bloomberg) - How Goldman (et al)’s aluminium warehousing cost American consumers $5bn in three years. (New York Times) - The commodities supercycle is still ending....
...- Five hits from Scott Sumner, on the eurozone, FOMC, et al....
...A similar 2009 study by Mikael Höök et al. found a production-weighted average decline rate of 5.5 percent per year. Other estimates have ranged as high as 8 percent....
...Ms Merkel et al might like to start with an 80 year-old tome – Philip Carret’s classic from 1930, The Art of Speculation (reprinted 1997)....
...Had the central bank allowed the failure of Long Term Capital Management to run its course, Lehman, Bear Stearns, et al would still be here....
...In 2007, when MBIA et al were still considered bullet-proof (at least as far the other rating agencies were concerned), founder Sean Egan projected massive losses for the monoline monoliths – rightly, as...
...The case, Gallus et al. v....
...Freddie Mac and Fannie Mae (on behalf of) suing in NYC and DC: Bassman v. Syron, et. al (FRE) Agnes v....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...After spending billions of dollars at the wrong price for shares in Merrill Lynch, Barclays et al, Singapore’s state-backed investment body Temasek says it still “sees value” in banking stocks in the US...
...Which is to say, the NY Times article was certainly alarmist, but may not be – as MBIA et al would rather have you believe – so totally wrong....
...Even if the loans are bought at a steep discount to par, TPG et al are likely to need to gear up their purchase if they want to hit their return hurdles....
...In other words, the USO held sway over the market, i.e. these funds (USO, S&P GSCI et al) are artificially skewing the front of the NYMEX curve; putting downward pressure as they sell a massive percentage...
...SkyGrid’s creator insists the service is designed as a complement to, rather than a replacement for, Bloomberg et al....
...Unlike the business of actually making things — which moved to China et al years ago, flattening global economics — the world of high finance, we were told, remained notably curvaceous....
International Edition