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UnhedgedRobert Armstrong
JPMorgan’s increasing returns Premium content
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
March 11, 2024
On Wall StreetWilliam Cohan
Wall Street’s big shift raises case for a new regulatory stance
...Isn’t it high time the regulators increased oversight on Blackstone and Apollo, et al, as this relatively new and powerful group of financial titans continue their march to the top of the heap on Wall Street...
March 25, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Moral Money
How to make debt swaps and influence people Premium content
...undermined by the leadership of United Arab Emirates oil executive Sultan al-Jaber....
June 5, 2023
Film
How Akira Kurosawa conquered the west — and gave back
...Gain: headlong action brio and a cast of overnight Hollywood stars-to-be (McQueen, Bronson et al). Loss: length, character complexity and the loving build-up of an epic momentum....
December 30, 2022
Sovereign debt
How to restructure sovereign debt
...Further reading: The Restructuring Process — Buchheit et al. (2019)Government bonds since Waterloo — Meyer et al. (2021)The aftermath of sovereign debt crises: a narrative approach — Esteves et al. (2021...
September 16, 2022
FT Swamp Notes
Boris Johnson and the high cost of British frivolity Premium content
...I confess I also see the funny side, especially when viewed from Washington....
July 8, 2022
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
UnhedgedRobert Armstrong
The SEC should not touch crypto Premium content
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
December 9, 2022
FT Globetrotter
Higher ground: a taste of the coffee revolution brewing in Miami Beach
...It comes iced, nitro (cold brew made with nitrogen gas for an ultra-smooth texture) or hot, with all of the usual suspects represented: macchiato, cappuccino, cortadito et al....
April 12, 2022
ReviewBusiness books
Can Big Tech be tamed? And can we trust those doing the taming?
...They look at Facebook’s past five years and its attempts — frequently belated, often ambiguous — to deal with the way that state actors (Russia et al), hoodlums (such as the Proud Boys), politicians (a list...
September 2, 2021
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...A judge dismissed the case at a hearing on November 5, finding “no evidence” that the 54 ballots had in fact arrived late. Complaint | Dismissal Name: Donald J. Trump et al v....
December 11, 2020
HTSIThe top 10 HTSI stories of 2022
The best independent coffee shops in the world
...Ashe’s Annascaul pork and black pudding sausage rolls complete the County Kerry experience. beanindingle.com RD...
February 28, 2022
Energy Source
The new paradox in the energy market Premium content
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
November 9, 2021
FT Swamp Notes
The media is really missing Trump Premium content
...It is slightly more realistic to hope that Facebook et al will be forced into more equitable revenue sharing with the media. Such platforms are a huge part of the problem....
March 26, 2021
Scoreboard
Scoreboard: Boris Johnson plunges British sport into crisis with stadium closures Premium content
...The case, Brown et al. vs USA Taekwondo et al., deals with sexual abuse suffered by three young former Olympic hopefuls in taekwondo, whose coach was convicted and sent to prison in 2015....
September 26, 2020
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
FT Live
Moral Money Summit Americas
Unlocking opportunities for a greener and fairer world
Tuesday, 15 OctoberNew York, USA
ReviewBiography and memoir
MBS: The Rise to Power of Mohammed bin Salman — a palace coup
...Before becoming king, Mohammed’s father Salman, governor of Riyadh, had no personal “fortune”, unlike other princes who became hugely rich on commissions....
April 30, 2020
FT Swamp Notes
Wall Street is having a good plague Premium content
...The global community should be looking to rest, adjust or trim the ways things are, on a regular basis otherwise there will be imbalances allowing Trumps et al to garner support to deal with greater accrued...
May 15, 2020
ESG investing
What you might have missed on day 1 of UNGA and Climate Week Premium content
...“The concept is comply or explain,” said Mr di Sibio, who argues this action will have a snowball effect.* Of course this begs another question: what happens to SASB, GRI et al?...
September 22, 2020
FT Magazine
The smashing of the British state
...“The fact that [David] Cameron, [Jeremy] Heywood (the most powerful civil servant) et al did not understand many basic features of how the world works is why I and a few others gambled on the referendum,...
October 8, 2020
FT Swamp Notes
Michael Bloomberg’s coming Waterloo
...If money and the absence of political correctness will defeat Trump et al, so be it . . . The means will justify the outcome....
February 28, 2020
FTWeekend Live Q&A
What are the week’s new films to watch from home?
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
March 26, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...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...
April 22, 2020
Equities
Markets Now - Thursday 14th May 2020
...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....
May 14, 2020
FT Swamp Notes
Why we should celebrate America’s deep state
...Unlike Sondland et al, they did not buy their positions. Nor will most of them be able to monetise their experience when they leave government....
October 25, 2019

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