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UnhedgedRobert Armstrong
JPMorgan’s increasing returns Premium content
...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...
March 11, 2024
FT Alphaville
FTAV’s further reading
...(New Yorker) — Erik Brynjolfsson et al paper on using generative AI in customer support (NBER)...
April 28, 2023
FT Live
Moral Money Summit Americas
Unlocking opportunities for a greener and fairer world
Tuesday, 15 OctoberNew York, USA
Unhedged
US growth is good, but less good Premium content
...al)....
October 4, 2023
On Wall StreetWilliam Cohan
Wall Street’s big shift raises case for a new regulatory stance
...Isn’t it high time the regulators increased oversight on Blackstone and Apollo, et al, as this relatively new and powerful group of financial titans continue their march to the top of the heap on Wall Street...
March 25, 2023
Moral Money
How to make debt swaps and influence people Premium content
...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....
June 5, 2023
Disrupted Times
Rapid growth of AI spurs calls for greater regulation
...Need to know: Business US investment in Chinese stocks has taken a hit as political tensions grow between Washington and Beijing....
May 3, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
FT SeriesIcons only – the HTSI autumn arts special 2023
What happens when an arts icon dies?
...She now presides over the Roy Lichtenstein Foundation, established in 1999, which until this year functioned out of the artist’s former studio at 741/745 Washington Street, New York....
September 22, 2023
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 Swamp Notes
Boris Johnson and the high cost of British frivolity Premium content
...I confess I also see the funny side, especially when viewed from Washington....
July 8, 2022
US politics & policy
US Supreme Court justice Thomas under pressure over wife’s texts to Trump aide
...“Justice Thomas was the sole member of the Supreme Court who would have allowed records from Trump, Meadows, et al to be withheld from House Jan 6 Committee,” Kaine said on Twitter....
March 25, 2022
FT Globetrotter
Higher ground: a taste of the coffee revolution brewing in Miami Beach
...It comes iced, nitro (cold brew made with nitrogen gas for an ultra-smooth texture) or hot, with all of the usual suspects represented: macchiato, cappuccino, cortadito et al....
April 12, 2022
UnhedgedRobert Armstrong
Readers see a recession Premium content
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
June 8, 2022
ReviewBusiness books
Can Big Tech be tamed? And can we trust those doing the taming?
...They look at Facebook’s past five years and its attempts — frequently belated, often ambiguous — to deal with the way that state actors (Russia et al), hoodlums (such as the Proud Boys), politicians (a list...
September 2, 2021
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
The Big Read
Betting on democracy: Biden’s big idea for US foreign policy
...Biden has also continued to give billions in military aid with only minimal conditions attached to Abdel Fattah al-Sisi’s dictatorial regime in Egypt....
December 8, 2021
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
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
FT Swamp Notes
The media is really missing Trump Premium content
...It is slightly more realistic to hope that Facebook et al will be forced into more equitable revenue sharing with the media. Such platforms are a huge part of the problem....
March 26, 2021
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
ReviewBiography and memoir
MBS: The Rise to Power of Mohammed bin Salman — a palace coup
...MBS: The Rise to Power of Mohammed bin Salman , by Ben Hubbard, William Collins, RRP£20, 384 pages Malise Ruthven is the author of ‘L’Arabie des Saoud: Wahhabisme, violence et corruption’ (La fabrique)...
April 30, 2020
FT Swamp Notes
Wall Street is having a good plague Premium content
...The global community should be looking to rest, adjust or trim the ways things are, on a regular basis otherwise there will be imbalances allowing Trumps et al to garner support to deal with greater accrued...
May 15, 2020
ESG investing
What you might have missed on day 1 of UNGA and Climate Week Premium content
....* Of course this begs another question: what happens to SASB, GRI et al? The Big Four leaders are too tactful to comment. But the direction of travel is clear....
September 22, 2020
Coronavirus: free to read
Inside Trump’s coronavirus meltdown | Free to read
...Economists say a V-shaped recovery is unlikely. Even then it could be two Vs stuck together – a W, in other words....
May 14, 2020
FirstFT
FirstFT: Today’s top stories
...“What you’re seeing is an expectation of a V-shaped recovery and that may prove to be too optimistic,” said one equity analyst....
June 9, 2020
Letter
The golden 2% has created the modern world
...So we ordinary people are seven times better off than our ancestors were as Woodrow Wilson et al negotiated the Treaty of Versailles in 1919. This is amazing....
August 15, 2019
FT Magazine
The smashing of the British state
...“The fact that [David] Cameron, [Jeremy] Heywood (the most powerful civil servant) et al did not understand many basic features of how the world works is why I and a few others gambled on the referendum,...
October 8, 2020

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