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...In today’s newsletter: Kirkland & Ellis confronts a dealmaking slowdown The PE dealmaker who’s everywhere right now KKR jumps on a deal Carlyle snubbed QE+PE= K&E Chicago law firm Kirkland & Ellis has...
...A, K and B12....
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
...The forward P/E of the Mag 7 is 31. The rest of the S&P 500, excluding the Mag 7 and four stocks with negative expected earnings, has a forward P/E of 19....
...matchesfashion.com Johanna Ortiz beaded wood Marimba salt and pepper shakers, £285 for set, matchesfashion.com L’Eskizzo wool Utah waistcoat, €109 Louis Vuitton gold and diamond Cuban Chain earrings, POA A.W.A.K.E...
...Ursula tote bag, £1,840 Prada cotton fringed skirt with eyelet embroidery, £3,500 JW Anderson leather slingback shoes, £690 Ioana Ciolacu tulle body, £136 Chanel metal and resin earrings, £1,075 A.W.A.K.E...
...BiddingDealer South E/W Game West leads A♥ and, assuming a heart ruff in dummy, if West holds K♣ or Q♦, all should be easy. Leading a low club towards dummy’s Q♣ seems the best move....
...High multiples on which they trade have pushed the broader S&P 500 Shiller price-to-earnings ratio, aka the cyclically adjusted p/e ratio (CAPE), up from less than 30 times in late 2022 to 34 times....
...In the European tech sector, you can attribute the high P/E to heavy weighting of expensive ASML and SAP, which together make up half the sub-index....
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
...That could be what is happening in the p/e chart above. That would not necessarily signal the death of the size factor. One good read Sport gambling is proliferating in the US....
...BiddingDealer South E/W Game In no-trump contracts, everyone aims for the same thing: lead your side’s longest suit, regain the lead, and continue that suit until you have winners to cash....
...K-SURE, the South Korean government export credit agency, has withdrawn insurance needed to underwrite SK E&S’s investment in the Timor Sea project....
...Japanese stocks traded on a P/E of 67x in 1990. The Nifty 50 traded on a P/E of 34x in 1973....
...€440 Airei wool-mix trousers, £1,045, selfridges.com Pols Potten terry-loop fabric Clover pouf, £255, madeindesign.co.uk The inspiration: Romy Schneider at Coco Chanel’s studio, Paris, c1960 A.W.A.K.E...
...The FTSE 100 trades on a 11.6x P/E. This valuation puts the UK on the 38th percentile vs. its own history (since 2006)....
...There could be more to come for investors in E&Ps too. alan.livsey@ft.com...
...On a forward P/E basis, the S&P 500’s 2021 (harmonic) average was 23, versus an average of 22 in the past four months and 18 in the past three decades....
...30x P/E multiple is sustainable given rest of the index trades at 18x,” write Goldman’s David Kostin and team....
...Below is a selection of seven of the very largest: As you see in line four, the 2028 p/e ratios are not that different: 16 vs 18....
...In our view, this probably explains their strong re-rating (forward P/E of 27.2x), and why they are trading at a 110% premium to the STOXX 600 (13.0x)” wrote....
...Stocks with low P/E ratios relative to their expected growth rates are rare....
...New York Community Bancorp, with $115bn or so in assets, is having serious problems, and the broad market (here represented by the S&P 1500) indifferent: Admittedly the regional bank index is underperforming...
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
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