Hints and tips:
...And while corporates have been the dominant buyers of equities over the past year, there’s $6tn of dry powder sitting in money market funds that could be dislodged by lower interest rates: The S&P 500’s...
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
...Surely Zuck et al can make money — serious money — out of messaging software with two billion users. I disagree on the Metaverse, though. It is not “free”....
...Shares in the asset manager rose 5.7 per cent on the day the deal was announced, and this year they have nearly doubled the S&P 500’s performance....
...al — arrived....
...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...
...We assume that C&H could have up to £370m of surplus inventory at peak, with continuity product sold through the rest of the calendar year and some S/S product overwintered until Spring 21....
...By contrast, the S&P 500 is flat over the same period. Why, then, are native digital companies so keen on television?...
...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....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...Google retorts that eBay and Amazon dwarf it in online shopping, so how it handles product queries on its own site are beside the point....
...The other challenge for HP, Dell, et al is that the biggest customers can do it themselves. Google designs and builds its own serv” programme....
...- Five hits from Scott Sumner, on the eurozone, FOMC, et al....
...United States v Apple, Inc et al is more than a US Justice department antitrust action against publishers allegedly colluding on ebook prices....
...Details The Armoury www.thearmoury.com Gerald Shen ties http://gshen65.tumblr.com, gshensales@gmail.com Ascot Chang www.ascotchang.com Ed et Al http://edify-inc.com Colonial Goods http://colonialgoods.co...
...But he also asks the question: are cracks rallying because of decisions this quarter by refineries like Sunoco, Valero, et al to take capacity offline, or are cracks rallying in spite of those actions?...
...And why, now, doesn’t someone come along and eat Durant for lunch, in the way that Blockbuster has been laid low by Netflix et al? There are two answers (at least)....
...“In 75 per cent of those [44] years,” he writes, “the S&P stocks recorded a gain. I would guess that a roughly similar percentage of years will be positive in the next 44....
...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....
...I have always liked the design of Apple’s products but have eschewed their notebooks because of the poor way the OS handles MS Windows et al....
...Al Rappaport and I describe this process in detail in a book we wrote a few years ago. www.expectationsinvesting.com. There are three steps to the process....
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