Hints and tips:
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...The context for that was the turmoil around Silicon Valley Bank, et al....
...The point is to be a convening place that can contribute by offering “le gîte et le couvert” — “a place to eat and a place to sleep” — she added....
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Luckily, efforts to ram crypto’s square peg into the round hole of the Securities Act of 1933 (et al) have proceeded slowly to date. But there is danger this mistaken project will accelerate now....
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
....* Of course this begs another question: what happens to SASB, GRI et al? The Big Four leaders are too tactful to comment. But the direction of travel is clear....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...al, with just $9bn on legacy oil and gas....
...(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.)...
...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....
...‘They’ (the Fed) are looking at ‘us’ (equities, the yield curve et al), and we the market, are looking at them, in a veritable echo chamber — as ‘we’ are both looking at the same data.”...
...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....
...Song et al. (2012), instead, study a model in which the young and the old have different preferences for public goods and taxation is distortionary....
...“[South Korea et al] probably don’t belong in an emerging market index, particularly on the debt side,” added Mr Huebler, who said EM investors generally think they are targeting “countries that have a risk...
...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....
...And if Zuckerberg et al believe in community as much as they profess, why are their own headquarters and philanthropic efforts not more community focused?...
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...Furthermore, motivated by the results of Agarwal et al. (2009) and Joenväärä et al. (2015), we consolidate six hedge fund databases to ensure a wide coverage of funds over a long time period (January 1994...
...Del Negro et al tracked changes in the term premium over time, and decomposed that premium into a “safety” premium and a “liquidity” premium....
...Bank shareholders lost money as well, but the survey data from Brown et al found that shareholders did not increase their holdings of cash if they had avoided any haircut on deposits or bonds: The type...
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