Hints and tips:
...“I am not so sure about Elon Musk shipping one million people to Mars, but I do think that a settlement on the Moon, that could include a university presence, private corporations and tourism is going to...
...After spending the early part of his career defending corporations from sexual harassment lawsuits, Wigdor began displaying the same distaste for hierarchy that drove Black....
...The three-way wiring between media, crown and public that reshaped the modern monarchy did not, in fact, begin with Elizabeth II, but with her grandfather George V....
...Chris Hayward, policy chair at the City of London Corporation, has said that London is “at a crossroads....
...Sivill House recently gained Grade II listing; you can buy a tea towel printed with its facade....
...“I’ve moved from quite optimistic to [thinking] let’s see what the detail says first,” Tracy Blackwell, chief executive at Pension Insurance Corporation, told the Financial Times....
...While the UK was still in the EU and during the Brexit “transition phase”, there were no significant effects on trade flows....
...More than nightclubs, music festivals and theatres, I miss museums....
...II. In New York, the Adbusters meme quickly circulated among activists, many asking what Occupy Wall Street was....
...cash flow benefit....
...By itself it isn’t catastrophic for EU-US data flows....
...for a strong recovery; ii) commodity supply is broadly tight; iii) global stimulus offers a demand safety net; iv) reflation could re-emerge; and v) the US dollar appears overvalued, as per our macro team...
...Until recently, the chief claim to fame of the small French town of Florange was as the seat of Lothair II, the Saxon king of Lorraine who fell out with the Pope after he tried to leave his wife for his...
...Just 30% expect a V shaped recovery in the stock market....
...We see six major policy catalysts in Europe that could accelerate value creation in the sector: (i) the Green Deal; (ii) the EU stimulus plan; (iii) the 2030 carbon target; (iv) ETS reform (carbon scheme...
...(i) The breath of clients insulated CCC from the weaker corporates who went into lockdown. (ii) The geographic mix (i.e....
...This is supplemented by buybacks equivalent to at least 60% of surplus cash flow contingent on net debt (including hybrids) going below $35bn while maintaining a strong investment grade credit rating. ii...
...• Funds flow to equities relative to bonds has never held up this well (given performance and low bullish sentiment) because: i) bonds risk no longer diversifying, and ii) pension/insurance companies’...
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
...If you want to have free capital flow going on, I think you need to have in exchange a more equitable tax system for large corporations, for large wealth holders, income holders....
...uncertainty, the anaemic cash flow and the significant leverage, we find the valuation is unattractive, although we do lift Carnival plc to Hold given the material mismatch with the Carnival Corporation...
...Negative rates may be necessary to help support the flow of credit to non-financial corporations. But much of the heavy lifting will have to be done by fiscal policy....
...A Phase II start is expected this quarter with 50/100μg doses based on interim Phase I results....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...But I’m fascinated to see how the attempt to retool an entire industry to make a new product mirrors previous such efforts, including the World War II surge....
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