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Apple Inc
‘Sell Apple’
...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....
February 27, 2024
FT MagazineJancis Robinson
Napa Valley is California’s wine barometer, an expensive one
...They followed the Pinault family of Ch Latour et al, who, in 2013, bought what is now called The Eisele Vineyard from the Araujos, and were so confident of their savoir-faire that they didn’t even impose...
April 20, 2024
FT Live
Accelerating the Energy Transition in Asia
Industrial strategies and policy drivers for sustainability
Tuesday, 30 JulyMandala Club, 31 Bukit Pasoh Rd, Singapore 089845
Economists Exchange
Charles Goodhart: ‘We’re in for a fiscal crisis down the road and we don’t know how to solve it’
...The context for that was the turmoil around Silicon Valley Bank, et al....
December 14, 2023
Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...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....
September 11, 2023
Domino's Pizza Inc
Is this the world’s most pizza-addicted man?
...Was this the year where Weiner et al. finally opened their eyes to the delights of boneless chicken, Domino’s pasta and sandwiches, or even the occasional salad?...
March 22, 2023
Business books
Britannia Unhinged
...It’s unusual for a policy book published this recently to include just a single reference to “climate change” — and that, literally, from a black-cab driver complaining about higher energy prices....
October 7, 2022
FT Live
Energy Transition Summit India
Delivering clean energy to capitalise on green opportunities
Tuesday, 8 OctoberNew Delhi, Delhi, India
Cryptocurrencies
Can bitcoin hedge inflation, and other questions to which the answer is no
...There’s the shakeout, where a dotcom-style crash leaves behind a leaner group of eventual winners. There’s proof-of-stake mining as a route out of the energy boondoggle....
March 7, 2023
Moral Money
How to make debt swaps and influence people Premium content
...Energy Transition Plan, a $20bn public and private financing mechanism....
June 5, 2023
Moral Money
Human rights rules could give bankers a run for their money Premium content
...And for all the flaws of the current approach to equity and inclusion, Edmans et al say it does seem to be bearing some fruit: the average DEI score from their calculations has risen from 4.1 out of 5 in...
April 26, 2023
LexJonathan Guthrie
The Lex Newsletter: banks are hard to destroy even if you work at it Premium content
...The second is an article on Anglo-Greek wrangling over the return of Parthenon Marbles hoarded by the British Museum, written by George Parker et al....
February 10, 2023
Investing in funds
Bill Gross: Bond-fund taxonomist
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
October 19, 2022
Oil
No school like the old-skool
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
May 25, 2022
UnhedgedRobert Armstrong
The SEC should not touch crypto Premium content
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
December 9, 2022
Newsletter
Aviva’s Amanda Blanc: from mining heartland to heart of capitalism
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
May 30, 2022
Moral Money
Falling out of love with stakeholder capitalism Premium content
...However, Bebchuk et al conclude that this throws the ball into the government’s court....
February 14, 2022
FT Live
Energy Transition Summit
Delivering a stable and efficient clean energy system
Tuesday, 22 OctoberLondon, UK & Online
FT Asset Management
The rationale behind T Rowe Price’s largest-ever deal Premium content
...Caisse de dépôt et placement du Québec (CDPQ), the C$400bn global investment group, told my colleague Josephine Cumbo that the UK stood out because of its “pro business” stance....
November 1, 2021
Energy Source
The new paradox in the energy market Premium content
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
November 9, 2021
HTSIThe top 10 HTSI stories of 2022
The best independent coffee shops in the world
...Or, if the weather’s warm, try their signature Cappuccino Al Freddo, a frothy iced number whipped up in a milkshake maker....
February 28, 2022
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...et al v....
December 11, 2020
Inside BusinessPatrick Jenkins
Uber looks to radical financing to fund driverless cars
...al, overcome the challenges and build those Fleits after all....
February 3, 2020
Equities
Markets Now - Wednesday 5th August 2020
...et al, with just $9bn on legacy oil and gas....
August 5, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Thursday 10th September
...al), which improves SONG’s negotiating position. . . . . uh, great?...
September 10, 2020
FTWeekend Live Q&A
What are the week’s new films to watch from home?
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
March 26, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...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...
April 22, 2020

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