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....
...Adani Green Energy....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Al Natoor told Nikkei Asia in a recent interview....
...A decade earlier, David Blood, a former Goldman Sachs banker, had joined forces with Al Gore, the former US vice-president who had made the environmental documentary An Inconvenient Truth, to create an investment...
...jonathan.guthrie@ft.com Letters in response to this column: Focus on the haystack — not on the needles / From Brendan P Geary, Washington, DC, US Active v passive: put more faith in market forces / From...
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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)....
...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...
...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....
...Al Gore in 2000....
...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....
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...- A departing Barclays analyst’s lament (it’s not on Libor). - Abnormal Returns on unforced (investment) errors. - Five hits from Scott Sumner, on the eurozone, FOMC, et al....
...Topping the list are green tech firms and climate change solution providers....
...ET February 11, 2010 SCHAUMBURG, Ill., February 11, 2010 – Motorola, Inc. (NYSE: MOT) today announced the Company is targeting the first quarter of 2011 for its planned separation....
...“A rally past the first week of May would force us to reconsider this view, as it would suggest a ‘V’ bottom is more likely.”...
...Where Power Lies: Prime Ministers v the Media By Lance Price Simon & Schuster £20, 528 pages FT Bookshop price: £16 Entertaining Politics: Satiric Television and Political Engagement By Jeffrey P Jones...
...Louis, which in April re-opened a case against Ameriprise Financial’s RiverSource funds that was rejected by a lower court. The case, Gallus et al. v....
...The picture is much more subtle and insidious than the WSJ and Andrew Cuomo et al make out....
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