Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...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....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...al, overcome the challenges and build those Fleits after all....
...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....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...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....
...Additional reporting by James Fontanella-Khan Letter in response to this article: Uber et al are not entitled to ‘own’ anything / From Stephen Swift, London, UK...
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
...Mark Zuckerberg put much of his wealth in an investment trust for good causes in a tax efficient way....
...Funds may have sold out of Valeant, Apple et al before the rot set in....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...The net effect can be seen below: According to Greenspan et al, the shifting proportion of workers to retirees will supposedly increase demand for goods and services relative to supply....
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
...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...
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...Government isn’t just bad at customer service. Government often makes things worse. – May 9...
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...- Abnormal Returns on unforced (investment) errors. - Five hits from Scott Sumner, on the eurozone, FOMC, et al....
...Labour has migrated to less productive service sectors and informal activities....
...Abrahamson et al find evidence that “strategic pricing” (implicit collusion) is as strong as ever in the US IPO market....
...al and the ERM), 1994 (the bond market collapse), 1997 (Asian crisis) and 1998 (Russian default, LTCM) will readily testify....
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