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Global inflation
Will a second inflation wave turn the AI boom into a winter of discontent?
...Deficits in the West are unsustainable and China is trying to ease its way out of a deflationary spiral....
February 22, 2024
FT Swamp Notes
Tyler Cowen: Why we will learn to love AI Premium content
...In a 15,000 word essay (published ironically as an e-book), he laid out why we had hit a technological plateau in which all the low-hanging fruits of easy productivity growth had been exhausted....
April 19, 2024
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
News in-depthT Rowe Price Group Inc
T Rowe Price chief says worst is over after heaviest ever year for outflows
.../ From E R Yescombe, YCL Consulting, London N10, UK...
December 29, 2023
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...One of my friends working in Hsinchu Science Park, Taiwan’s tech hub, told me he was on a conference call with clients on the US west coast when the earthquake hit at 7:58am on April 3....
April 11, 2024
Unhedged
What Big Tech antitrust gets wrong Premium content
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
January 19, 2024
Berkshire Hathaway Inc
Buffett sounds wildfire alarm as utilities industry enters new era
...PacifiCorp joins other utilities confronting emerging risks from climate change including hotter, drier weather that make wildfires more likely — especially in the US west....
March 1, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
ESG investing
S&P drops ESG scores from debt ratings amid scrutiny
...Payments company Visa, for example, had received a two for “E” and “S” and a three for “G”....
August 8, 2023
ExplainerSocial Media3 min
The data security concerns around TikTok | FT Tech
...Critics worry about the potential surveillance and malign influence that China could exert over TikTok's users at a time of deteriorating relations between east and west....
October 5, 2023
Sexual misconduct allegations
New York law unleashes ‘avalanche’ of historic sexual abuse claims
...She alleges that when she brought in a young Kanye West to audition for Reid, he passed on the rapper and “proceeded to berate” Dixon about the “waste of his time”....
November 23, 2023
Electric vehicles
Sales of electric vehicles in the US are accelerating
...“In the automotive space, not everyone can win,” and right now, it is “the Wild West out there”....
July 8, 2023
Illumina Inc
Illumina chair ousted in proxy battle with Carl Icahn
...Les Funtleyder, a healthcare portfolio manager at E Squared Capital Management, which holds Illumina shares, said the outcome of the proxy vote would do little to reassure investors....
May 25, 2023
FT MagazineGillian Tett
The stubborn persistence of paper in a digital world
...Audiobooks have boomed, but paper books continue to sell and have notably not been replaced by e-books, as once predicted. Letter writing has wilted in the face of email....
October 19, 2022
InterviewLeadership
Philip Morris’s CEO on quitting smoking and detoxifying the brand
...Now, about 1,000 scientists, engineers and technicians at PMI’s vast R&D facility in Neuchâtel, work solely on development of reduced-risk products....
March 5, 2023
Transcript
The problem with Bidenomics
...The second point is if they are focused on winning these particular districts — western Pennsylvania, Wisconsin, West Virginia — the Democrats have more dimensions on which they can appeal....
October 5, 2023
Automobiles
Tesla’s Springfield Gorge trajectory
...The most overused analogy in financial reporting is the Wile E Coyote, to describe any plunge that comes only after a realisation....
January 4, 2023
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
Music
The best summer music festivals worldwide
...June 15-17, sonar.es Arena di Verona Festival, Italy Few things rival sitting in the evening air inside this vast Roman amphitheatre, and this year there’ll no doubt be a special charge to the experience...
May 30, 2023
Pfizer Inc
Pfizer pins hopes on record pipeline to recover from post-Covid hangover
...“Pfizer is very good at selling but historically not renowned as having the R&D engine of a Merck or Lilly....
February 21, 2023
LexIthaca Energy Inc
Ithaca: oil and gas explorer is making big promises from little Britain Premium content
...Even as recessionary fears in the west grow, Brent crude remains elevated at almost $100 a barrel. The market is still grappling with lower forecast supply from Russia and OPEC....
November 7, 2022
UnhedgedRobert Armstrong
Buffett, TSMC and Taiwan risk Premium content
...Compare, for example, Intel on those two metrics: 2 per cent and 12 per cent, with a P/E ratio of 20....
November 16, 2022
LexSnap Inc
Snap: profit warning highlights more than macroeconomics Premium content
...In the last quarter, R&D expenses were $455.5mn, equal to 43 per cent of revenue. Facebook parent Meta’s $7.7bn in R&D was equal to 28 per cent of revenue....
May 24, 2022
UK Budget
UK Budget 2023: the chancellor’s speech in full
...In England we have identified the following areas as having the potential to host one: West Midlands, Greater Manchester, the North-East, South Yorkshire, West Yorkshire, East Midlands, Teesside and, once...
March 15, 2023
The Big Read
How Apple tied its fortunes to China
...After hours of interrogation, the Apple engineer will get the company to commit to building a custom part, in massive quantities, effectively taking control of the supplier’s R&D road map....
January 17, 2023
Transcript
Does Rishi Sunak have an industrial strategy?
...I mean, again, thinking about those four E’s, there isn’t a formal industry strategy at the moment....
May 19, 2023
Private investing
Looking for alternatives: the investment trust route
...“I’ve known quite a lot of fund managers who thought risk was spelt R.E.W.A.R.D,” says Arthur Copple, chair of Temple Bar investment trust....
November 11, 2022
HTSIHow To Give It 2022
The A to Z of stylish giving
...So far DeMellier has funded more than 350,000 vaccines and treatments. demellierlondon.com; soschildrensvillages.org.uk E is for Elephant Crisis FundTiffany has raised more than $10mn to help protect elephants...
December 10, 2022

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