Hints and tips:
...Bunzl, Howdens et al are generally smaller than the household names, and smaller companies can grow faster. Bunzl’s revenues, for example, have increased from £2.7bn to £11.8bn over the past 20 years....
...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....
...The ETS price was more influenced by the gas the EU had been able to store, mild weather and weak economic growth in the region....
...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...
...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)....
...The near-term financial burden in the base case is what China et al are objecting to. Here’s what the Zambian finance ministry said it had been told after the deal collapsed....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...(New Yorker) — Erik Brynjolfsson et al paper on using generative AI in customer support (NBER)...
...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....
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London today. Check back here for details and reaction....
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...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?...
...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...
...Woman, Life, Freedom by Marjane Satrapi et al (Seven Stories Press) The much-feted author of the graphic novel Persepolis leads a collection of vivid, “visually stunning” accounts of the current unrest gripping...
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...The point is to be a convening place that can contribute by offering “le gîte et le couvert” — “a place to eat and a place to sleep” — she added....
...Today’s top stories The US Federal Reserve announces its decision on interest rates at 2pm ET/7pm London time today. Check back here for details and reaction....
...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....
...Gain: headlong action brio and a cast of overnight Hollywood stars-to-be (McQueen, Bronson et al). Loss: length, character complexity and the loving build-up of an epic momentum....
...The suites vary, but all are 50sq m with courtyard entrances, and furnished with pieces by – or at least inspired by – Arne Jacobsen, Eero Saarinen, Joe Colombo, Isamu Noguchi, Charles and Ray Eames et al...
...His father’s company — then called the Al-Zahawi Group, but now known as Iraq Projects Business Development (IPBD) — quickly procured a contract to provide cleaning, logistics and support services to the...
...Does that mean already anxious investors have little to fear as the Fed et al embark on QT?...
...In the case outlined by Haddad et al, Goltz said investors were buying a stock “even though the price has gone up”, so demand is more inelastic and “you can have additional volatility from shifts in demand...
...Whatever you might think of Robinhood et al, retail investors do appear to value their services. You can’t ignore the regulatory politics either....
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