Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Along with US rival Lyft, and China’s Didi Chuxing, Uber and other tech-enabled taxi services — or ride-sharing operators, as they like to be known — are transforming urban transport....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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....
...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....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
...Reed Hastings never had to work out a way of collecting money without credit cards, or to fret about data servers — actual physical boxes holding 170 terabytes of House of Cards et al — being stranded at...
...“We think it’s likely now that Elliott et al will try to take them to court to force the issue,” he added....
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
...the market for premium VOD services in late March....
...Funds may have sold out of Valeant, Apple et al before the rot set in....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
...Sensible sentences from Citi’s Buiter et al on China’s valuation shock (with our emphasis): This decision by the PBOC is a significant event, even if its implications and motivations are not yet fully clear...
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...- Five hits from Scott Sumner, on the eurozone, FOMC, et al....
...United States v Apple, Inc et al is more than a US Justice department antitrust action against publishers allegedly colluding on ebook prices....
...Abrahamson et al find evidence that “strategic pricing” (implicit collusion) is as strong as ever in the US IPO market....
...al and the ERM), 1994 (the bond market collapse), 1997 (Asian crisis) and 1998 (Russian default, LTCM) will readily testify....
...Messrs Cable, Darling et al say they don’t care! They should. Moving key staff (100 or so) plus capital is relatively inexpensive....
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