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...Default: The Landmark Court Battle over Argentina’s $100 Billion Debt Restructuring, by Gregory Makoff Georgetown University Press $29.95/ £25, 424 pages Robin Wigglesworth is the editor of FT Alphaville...
Lord, make me solvent, but not yet
Zero-problem options?
...Even smaller stocks are finally catching up a little, with the Russell Midcap index (+4.3 per cent) and the Russell 2000 (+3.6 per cent) leading the Russell 1000 (+3.2 per cent) in March, notes Bank of America...
Brookings joins FTAV Jamaicawatch
Who needs hedges when you have bank accounting rules
Thank [expletive] for Michael O’Leary
...., March 18, 2024 — The Securities and Exchange Commission today announced settled charges against two investment advisers, Delphia (USA) Inc. and Global Predictions Inc., for making false and misleading...
...Securities and Exchange Commission today announced insider trading charges against Andreas “Andy” Bechtolsheim, the founder and Chief Architect of Silicon Valley-based technology company Arista Networks, Inc...
Passive beneficiaries, aggressive margins
...We have nearly half the assets in America; we will stay invested in America.”...
SPIVA time
...That’s a big takeaway from Bank of America’s latest global fund manager survey, which reveals the increasingly ebullient mood among investors....
...You go bust in America, you get another chance. In Europe, you’re dead,” he said, adding there was also a difference in “the general level of ambition. We are not very ambitious....
Tech uber alles
...That has helped push its shares up another 49 per cent this year – yesterday supplanting Alphabet as America’s third most valuable company, Meanwhile, Tesla options trading volumes have stayed relatively...
Beware of analysts bearing acronyms
We can jack up capital requirements more
...Bank of America estimates that if interest rates stay at their current level, it will translate into a 32 per cent hit to earnings over the next five years....
Easy initiatives that include lilies, roses, daisies and the imperishable bergenia
...Preqin’s latest estimate based on data to Jun-23, stands at $1.71tn globally, with $1.08tn of that situated in North America. These numbers aren’t the whole story, however....
...European sovereign CDS have posted a small increase y/y, but less than that of sovereign CDS in the Americas. This also makes sense to us given the lack of concern about European Union integrity....
Liverpool; some more Liverpool; and yes, more Liverpool; plus some stuff on Russian sanctions, Paul Marshall, Truss in America and syphilis
...But Bank of America’s credit strategist Oleg Melentyev has a good idea: While we cannot directly observe valuations and credit loss experience in private credit space, we can look at proxy issuers and make...
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