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....
...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....
...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....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...Amazon has named Adam Selipsky, chief executive of Salesforce’s Tableau Software unit, as the new head of Amazon Web Services. More here....
...al — arrived....
...al, overcome the challenges and build those Fleits after all....
...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....
...Corporate earnings reports out today include Tokio Marine and Truly International....
...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...
...Additional reporting by James Fontanella-Khan Letter in response to this article: Uber et al are not entitled to ‘own’ anything / From Stephen Swift, London, UK...
...“We think it’s likely now that Elliott et al will try to take them to court to force the issue,” he added....
...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....
...Yes, that does mean the tax pot shrinks a bit so services are squeezed and the burden of funding public services falls on ordinary workers — but that is only fair since they do not have any better ideas...
...Funds may have sold out of Valeant, Apple et al before the rot set in....
...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....
...Bombardier is reported to have approached the province’s Caisse de dépôt et placement investment fund about a potential cash injection. Such a move would be no surprise to Thompson....
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
...— 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....
...Craigslist, Lyft et al . . . the shareconomy? The freeconomy? It’s going to happen....
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
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