Hints and tips:
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...Former Alphavillain Jamie Powell explored the company’s valuation in late 2021, as season 3 unravelled....
...As Lord David Pannick QC et al observed in a letter to the Times this week the doctrine of necessity requires “grave and imminent peril” to which the state in question has not contributed....
...Or more specifically, did an old post from Jamie Powell help bring about the deathly squeeze on Melvin Capital et al?...
...Trump et al v....
...“If I think of the amount of pressure I’m under as a deposit taker and the care and attention I have to take when providing unsecured lending to younger people, it is staggering me that Klarna et al are...
...The problem is particularly acute in big firms, according to a 2003 paper by Moeller et al, which found that takeovers in the preceding 20 years had destroyed some $226bn of shareholder wealth....
...Et cetera, ad nauseam. The numbers seem to back up the thesis....
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...The global community should be looking to rest, adjust or trim the ways things are, on a regular basis otherwise there will be imbalances allowing Trumps et al to garner support to deal with greater accrued...
...Jamie Powell in London 26....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...al, with just $9bn on legacy oil and gas....
...According to a recent NBER paper by Francesco Bianchi et al, the average short term effect of each tweet has been to reduce forward interest rates by 0.28 basis points, implying that the effect of all the...
...al), which improves SONG’s negotiating position. . . . . uh, great?...
...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...
...This finding is also in line with previous literature on the subject (Yoshikawa et al., 1995; Pras et al., 2009; Pras & Guostavino, 2010)....
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...Deutsche bankers beware: if German public opinion hardens further from its already hostile view of banks and bankers, Mr Sewing, Mr Ritchie et al could well find themselves the butt of calls for a “Deutschmerz...
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
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