Hints and tips:
Related Special Reports
...In October 2020, Koch, along with Elwartowski and Romundt, purchased an ex-P&O Cruises vessel at the knockdown price of $9.5mn....
...Women were outnumbered five to one in the 533 most senior leadership positions in S&P 100 businesses in 2023, with only 17 black women on that list, according to USA Today in March....
...Unhedged, a publication powered by peanut M&Ms, has begun hoarding supply. If we are forced to downgrade to Fig Newtons, expect writing quality to suffer....
...One good read Mr Bankman and Ms Fried....
...Citi’s share price fell 25 per cent in 2022, underperforming the benchmark S&P 500 index, which fell 19 per cent....
...Only seven (7) stocks are responsible for the year-to-date advance in the S&P 500, for one thing....
...MS analyst Graham Secker blamed “extreme pessimism in the aftermath of the ‘mini’-Budget” for numbing markets to Britain’s expectation-beating growth performance, Meanwhile, sterling’s recent strength —...
...First Republic, on the other hand, had the sixth-greatest losses in a group covered by MS’s analysts....
...Beneath the big two it gets a bit more competitive, but not much, with the likes of Moody’s, S&P Global and FactSet all at about 5-6 per cent or thereabouts....
...“The word of mouth on the film line-up is incredible,” she said, adding that the Disney Plus streaming service also had a strong season ahead with series such as Obi-Wan Kenobi and Ms Marvel....
...Commercial loan growth is driven by a need to fund rising inventories.” The thesis here is simple (and MS is hardly the only bank pushing it)....
...Whatever [MS] is concluding is debatable. If they conclude “A”, “A” is not that strongly supported. If they conclude “not-A”, that’s not strongly supported either....
...Here’s how it looks in chart form (all date provided by S&P Global and portfolio weights as of 10 January): Yep, a weighted average multiple of 31 times forward sales....
...I was responding to a tweet by India’s prime minister, Narendra Modi, who announced that a statue of Subhas Chandra Bose, the country’s most controversial independence leader, would be given pride of place...
...One is that MS&S focus just on US data, and G&P are emphatic that, because capital and productive capacity moves across borders, you have to look at the global picture....
...Then I wrote about how Larry Summers thinks that MS&W have it all wrong....
...Manufacturing and services activity has already picked up, and S&P expects India’s economy to rebound 9.5 per cent in the year ending March — though off a low base following last year’s contraction....
...UK P&I said the SCA claim included $300m for “loss of reputation”, which the insurer disputed, as well as a $300m “salvage bonus”....
...The club is part of a group of 13 such mutuals, the International Group of P&I Clubs, that share their large exposures. Under this arrangement, UK P&I would pay the first $10m of any claim....
...Ms Ubaldino noted, though, that ETFs following the S&P 500 Equal Weight index had taken in $1.1bn of new money, with this index now having $1.8bn of European ETF money run against it....
...Ms Brewer said in a statement that WBA was a “world-class and trusted organisation whose purpose I deeply admire”....
...When she takes over in March she will be the only African-American woman running an S&P 500 company and one of just five black chief executives in that club at a moment where pressure from investors, consumers...
...US stocks rose following Ms Yellen’s hearing, with the S&P 500 index 0.9 per cent higher in afternoon trading. Treasuries, meanwhile, sold off alongside the dollar....
...That gives these companies comfort that Amazon will remain more of an enabler than a competitor. “Not every Amazon Basics brands is going to win,” said Ms Chowdhury....
...“At some point we move into a world where vaccines take hold, Covid is less of a near-term issue and the Fed will be increasingly talking about tapering its purchases,” Ms Harrington said....
International Edition