Hints and tips:
...For most of the post-08 period that yielded next to nothing — and possibly explained at least some of the downgraded performance of L/S funds — but now a hedge fund treasurer can easily generate 4-5 per...
...The Granolas’ share of the Stoxx Europe 600 index has climbed to 25 per cent, approaching the Magnificent Seven’s 28 per cent weighting in the S&P 500....
...100 down 5.2% and the S&P 500 down 4.3%....
...If this number were below $5bn Lyft would have a 6 per cent margin, ceteris paribus, though ceteris paribus really isn’t how P&L statements work....
...There was still time to board P&O Pioneer as a foot passenger, departing at 1.45pm....
...So I think I’m a great S&P 500 tracker fund guy....
...While I’m very optimistic about our future and long-term model, it will take time before our manufacturing group P&L is world class....
...The S&P Global Clean Energy Index, made up of 100 of the biggest such companies, is set for its worst annual performance since 2013....
...In 2018 Marshall’s “Past Times”, black figures picnicking and boating in reference to Monet’s “Déjeuner sur l’herbe” and river idylls, sold to rapper P Diddy for $21mn....
...You can’t just look at the L part of the P&L. Secondly, who really cares anyway? Normal accounting rules don’t apply to central banks. The Fed can create money and operate with negative equity....
...The S&P 500 is often used as the default comparison because of its ubiquity, but, in reality, it’s a poor benchmark for private equity returns given how top-heavy it is....
...Amazon is suffering an acute post-pandemic hangover, as sales in its retail and web services businesses both slow quickly....
...But now that China has lifted Covid-19 restrictions many are hoping the economy can make up lost ground and post some more impressive numbers....
...Like the first line is there’s a pre-Markowitz world and a post- Markowitz world. What is that pre-Markowitz world to you? Alex Scaggs Yeah....
...Or if you’ve just got a lot of leveraged repo or interest rate swaps without huge amounts of excess collateral and your collateral value drops at the time that your P&L starts to stink and variation margin...
...According to a blog post laying out L&G’s voting intentions in the coming AGM season, the £1.3tn investment arm of the UK insurance group plans to vote against management on a whole range of issues....
...Landsec will partner with Peel L&P, which will keep a 25 per cent stake....
...In “The P.S. Wings in the O.P....
...“Any time you set up a P&L, over time you could create a reportable entity, but it’s not our direction,” he said. “This is in order to keep these companies focused.”...
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...Landsec will partner with Peel L&P, which will keep a 25 per cent stake. Landsec’s purchase of the waterside area includes £293.6m of debt, reducing its equity investment to £207.6m....
...Inflation and cost pressures could hit leisure and corporate demand in the second half after some post-pandemic respite....
...Now it risks losing most of its investment — debt rating agency S&P Global expects AMC to run out of cash in six months....
...Too often governments, companies and individuals are driven by P&L reporting at the expense of a focus on the balance sheet....
...The second big change happened in mid-2020, when EU leaders agreed with remarkable speed on a €750bn post-pandemic recovery fund....
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