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...(A fascinating new report from the IMF report suggests that private capital is one). And cue more speculation about whether expectations will change again this year....
...The SEC’s report describes several damningly flagrant breaches of confidentiality, but one example stands out as the epitome of chutzpah....
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
...JPMorgan Chase chief Jamie Dimon had a one-on-one lunch with US vice-president Kamala Harris at the White House last week, according to people familiar with the matter....
...Additional contributions from Grace Ramos, Gordon Smith and George Russell...
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...Buonanno et al conclude from a study of their tax returns that purging City Hall of mobsters results in “a significant and sizeable increase of social capital” over the long term....
...Still, the study by Subramanian et al should remind us why we care about globalisation....
...But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...al)....
...RedBird IMI is 75 per cent owned by Sheikh Mansour bin Zayed al-Nahyan’s International Media Investments despite being run by Zucker....
...Highlights The film producers behind Netflix’s Drive to Survive, the docuseries that helped revitalise Formula One, are raising around £30mn from George Pyne’s Bruin Capital, the FT exclusively reported...
...Mauboussin: I co-authored a book with Al Rappaport in 2001 called Expectations Investing, and we dedicated a chapter to this topic called Real Options....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...Uganda has also sent troops to Somalia to fight al-Shabaab militants linked to al-Qaeda....
...CC Pakistan et al....
...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?...
...Jefferies said the average capital impact would be 60 basis points on core tier one capital, a critical measure of banks’ financial health. Investors weren’t pleased....
...For an individual to file for divorce in the capital they must be able to demonstrate a connection to the UK....
...Saudi Arabia is far from hanging up its jersey Yasir al-Rumayyan has had a busy few seasons....
...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....
...Arnott et al estimate that stocks ejected from the S&P 500 actually outperformed new entrants by an average of 2,200 basis points in the year after the index rejig (FTAV has written about the index inclusion...
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