Hints and tips:
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...al, with just $9bn on legacy oil and gas....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Quite a lot of the product delivered that’s not own-brand seems to be from companies THG names as customers of the retail shopfront bit, THG Ingenuity: names like Revolution Beauty, Elemis / L'Occitane and...
...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...
...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....
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...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)....
...Feldman et al. have a sense why that is:The access to capital investment and the ability to spread risks among many small shareholders appears to facilitate heavier investments in R&D, arguably the riskiest...
...Related Links:Cushman v the cleaner: the fight over non-competes — FT...
...Furthermore, motivated by the results of Agarwal et al. (2009) and Joenväärä et al. (2015), we consolidate six hedge fund databases to ensure a wide coverage of funds over a long time period (January 1994...
...Related links: Examiner’s report on Caesars Caesars: Et tu, 1st lien? — FT Alphaville...
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...This effectively serves as a large VaR shock to the market, at a time when investors were already sensitive to poor p&l performance for the year.”...
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
...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...
...That makes China’s leaders v nervous and restricts policy options....
...Those developing countries then ship their gains back to the US et al as a form of collateral against new lending as the net foreign assets of poor countries support the risks taken by their richer brethren...
...They were also considerably less robust, especially in the early stages of the recoveries, which tended to be shallow L-shaped affairs, rather than V-shaped....
...Related reading: S&P cuts Egypt’s credit rating again amid fiscal health fears, FT Tunisia plans 1bn dinar sukuk, FT Egypt/Tunisia: IMF crunch time, beyondbrics Sukuk bonds: gently does it, FT Demand exceeds...
...Now here he is on a blast from the past… It’s Allied Bank International v Banco Credito Agricola de Cartago et al....
...Azevedo et al called it something different — “in the nature of a bribe”....
...While the black taffeta evening gowns and sturdy looking peacoats on Karlie Kloss et al shouted winter, the models’ peachy complexions were all spring – try Bobbi Brown’s Sheer Color Cheek Tint in Sheer...
...Personally (yes, here we go, it’s comment time), I think Mrs P is taking a cue from Ms S and her surrealist buddies, Salvador Dali, Jean Cocteau, et al....
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