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....
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...Bored of words, Ma et al. then tried numbers — roughly recreating the ratio of earnings revisions deployed above, but utilising forecasts of “earnings and other metrics” instead of just rating labels: We...
...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....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...al)....
...Ummm... yikes. 3) Job losses are inevitable and unavoidable When the economy is hit by an external shock (hi, Covid!)...
...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....
...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?...
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
...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....
...Arnott et al estimate that stocks ejected from the S&P 500 actually outperformed new entrants by an average of 2,200 basis points in the year after the index rejig (FTAV has written about the index inclusion...
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
...The second is an article on Anglo-Greek wrangling over the return of Parthenon Marbles hoarded by the British Museum, written by George Parker et al....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
...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....
...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....
...Former US vice-president Al Gore and financier David Blood are launching a climate change asset manager that will largely focus on private markets....
...Once they’ve mastered new methods, they’ll pass some of them on to Chanel et al. “The Barrie brand is a shop window so people can see what we can actually do,” he says....
...et al v....
...>9% over next 3 years)....
...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....
...al, with just $9bn on legacy oil and gas....
...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...
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