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....
...We est. the value of the Services LOB (est. 1/4 of core revenues) at about 4/5 of Citi’s market cap ($75B vs $99B as of Dec. 29, 2023) assuming a P/E of 12-13x on 2024E earnings of $6B....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Other SoftBank financial shenanigans we covered this year ranged from its secret circular financing to the mechanics of its controversial Wirecard trade. SoftBank shares are up 73 per cent this year....
...EQT Sector: FINANCIAL SERVICES / HQ: Stockholm, Sweden The private equity group spent 2020 snapping up businesses while many rivals remained cautious....
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
...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)....
...Valuation: WPP trades on 6.3x 2020 earnings – while there is much uncertainty we believe WPP offers 70% upside should there be visibility on a “half-v” recovery....
...Paris, Berlin, Frankfurt, Dublin and Luxembourg are all benefiting from a shift in financial services jobs and increased investment....
...In letters last week, the state’s Department of Financial Services (DFS) requested information about loans and other financial arrangements between the Kushners and Deutsche Bank, Signature Bank and New...
...“We think it’s likely now that Elliott et al will try to take them to court to force the issue,” he added....
...Trade Korea said shortly before the company’s flotation in December....
...al (2014)....
...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...
...In London are investor favourites such as Genel Energy, Gulf Keystone, and Sterling Energy, with services group Petrofac rapidly expanding services in both Kurdistan and southern Iraq....
..., buy resources, build infrastructure and start financial services ventures, the Economic Times reports....
...The national registry is a sort of back office, where all the country’s state and commercial ETS allowances are held and trades are logged....
...A hot trade before the crisis, it is already returning....
...Women “adore” the level of service that GIVe offers, he says, including an in-store alteration service....
...*Hedge Fund Activism, Corporate Governance, and Firm Performance (2006), Brav et al...
...The Finnish giant has extended support for Microsoft Exchange ActiveSync to the entire current range of S60 phones, so making it easier to connect to e-mail accounts on corporate e-mail servers running Microsoft...
...John McCain admitted he does not use e-mail and is only just learning how to get online. And Barack Obama?...
...Or note how T-Zero, an electronic post-trade processing group, is offering its trade checkout service through Bloomberg....
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