Hints and tips:
...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....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...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....
...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)....
...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....
...For the local guys in those two monster segments, the threat has always been that Uber, Amazon et al can simply come in and eat their lunch....
...Maybe we will discover that many managers were smart enough to sell out of Apple, Valeant, Williams et al before their shares tanked....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...The dearth of remaining targets means McKinsey et al would get top dollar, if only they would consider selling....
...An old fashioned tussle is good theatre, but Mr Ackman et al are company directors, not actors. Their public spat is doing JC Penney no favours at all. Email the Lex team in confidence at lex@ft.com...
...United States v Apple, Inc et al is more than a US Justice department antitrust action against publishers allegedly colluding on ebook prices....
...Ratings triggers, forced sales, systemic cliff risk, et al. Still a feature in some eurozone periphery bonds, despite the rally. Portugal for instance....
...Abrahamson et al find evidence that “strategic pricing” (implicit collusion) is as strong as ever in the US IPO market....
...The case, Gallus et al. v....
...Again, Hugenholtz et al, point out that the majority of cases brought under the Directive have been about databases that would have been created anyway - telephone numbers, television schedules, concert...
International Edition