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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
Capital markets
The nuances (ish) of private credit vintages
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
November 29, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
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
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
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
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
US equities
No Country for Old Tech Either
...The FANG+ index — which includes Tesla and Baidu as well as Facebook et al — may be only down a little at pixel time, but it has plunged by just over a quarter since the turn of the year....
April 29, 2022
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...et al v....
December 11, 2020
Equities
Markets Now - Thursday 14th May 2020
...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....
May 14, 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 - 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
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
May 9, 2019
Equities
Markets Now - Friday 24th April 2020
...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)....
April 24, 2020
News in-depthFT Alphaville
Guest post: Collateral velocity is rebounding
..., al, 2018)....
May 22, 2019
FT AlphavilleColby Smith
Efforts to restrict worker mobility are bad for the economy
...Per Starr et al., a 10 per cent increase in the number of non-competes leads to 6 per cent lower wages in states that enforce the agreements versus those that do not....
October 29, 2018
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
FTfmJohn Dizard
London may be key to ‘hot’ euro-yuan rival to the US dollar
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
January 7, 2018
Television
Iflix entrepreneur targets Asia with Netflix-style service
...Reed Hastings never had to work out a way of collecting money without credit cards, or to fret about data servers — actual physical boxes holding 170 terabytes of House of Cards et al — being stranded at...
August 22, 2017
US & Canadian companies
Akzo Nobel accuses Elliott of improper conduct in €22bn battle
...“We think it’s likely now that Elliott et al will try to take them to court to force the issue,” he added....
April 12, 2017
Brexit
OQ: Mea Culpa at Sports Direct
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
September 6, 2016
FT AlphavilleBrexit
Opening Quote: Mea Culpa at Sports Direct
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
September 6, 2016
Smart MoneyStephen Foley
Hedge fund stockpicking tests investors
...Funds may have sold out of Valeant, Apple et al before the rot set in....
January 4, 2016
FT AlphavilleDavid Keohane
Buy?
...Yeah, almost, if you’re feeling contrarian, according to BofAML Hartnett et al’s rules: You will be at least vaguely familiar with these, we’re sure....
July 22, 2015
FT AlphavilleIzabella Kaminska
Why fintech is a marketing story
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
October 5, 2015
News in-depthUS & Canadian companies
TV flickers as viewers find new screens
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
August 14, 2015
FT AlphavilleDavid Keohane
There really isn’t such thing as a policy independent exchange rate anyway
...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...
August 18, 2015

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