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...
...Katie MartinOne little thought to leave you with here is yes, we’ve got all-time highs in the S&P 500....
...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”....
...I think this too (at least the “E” and “S” parts; there may be hope for “G”), but it means a lot more coming from him, and he does not hold back....
...While the stock is still underperforming the benchmark S&P 500, the gap between the two has narrowed dramatically since the start of the third quarter....
...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....
...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...
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...As well, over 50 companies in the S&P 500 have already suspended their share repurchase programs, which accounted for over 25% of buybacks in 2019....
...The benchmark S&P 500 index registered its first annual decline since the financial crisis in 2018, reflecting pessimism about the outlook for US corporate earnings....
...Fifty US retailers filed for bankruptcy in 2017, according to S&P, the highest in six years, writes Anna Nicolaou....
...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....
...S&P predicts lower frequency and severity of claims will drive down rates. But it will take a long time for insurers to cut charges....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...Apple has done so well, Mr Einhorn says, that “they’ve ended up with a stockpile of cash that exceeds the market capitalisation of all but 17 companies in the S&P 500”....
...Over the year to date GE shares have dropped about 10 per cent, compared with a 2 per cent loss for the S&P 500 index....
...Moody’s, S&P and Fitch in terms of their rating results is that Dagong emphasizes more on the country’s capability to pay its debt....
...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?...
...In the absence of a fresh catastrophe, markets will remain range-bound, according to Yardeni, whose top forecast has the S&P hitting 1000....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...Freddie Mac and Fannie Mae (on behalf of) suing in NYC and DC: Bassman v. Syron, et. al (FRE) Agnes v....
...Over the last 45 years, a theoretical investment in commodity futures appears to have delivered returns better than the S&P 500 with a zero correlation with the stock market (in fact, the correlation is...
...Cody Willard: Great stuff, Henry....
International Edition