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Apple Inc
‘Sell Apple’
...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....
February 27, 2024
Capital markets
The nuances (ish) of private credit vintages
...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....
November 29, 2023
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...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....
September 11, 2023
Investing in funds
Bill Gross: Bond-fund taxonomist
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
October 19, 2022
Television
Apple TV+, growing pains and new adoption dramedy Trying
...House of Cards, BoJack Horseman and Orange Is the New Black to brag about until the cavalry — Stranger Things, Narcos et al — arrived....
April 24, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
FT Live
Global Private Banking Awards 2024
Celebrating excellence in wealth management
Thursday, 7 NovemberThe Landmark London, London, UK
Equities
Markets Now - Thursday 14th May 2020
...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....
May 14, 2020
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...What’s the point of subscribing to the service if you don’t get instant access to its content?...
May 9, 2019
Equities
Markets Now - Friday 24th April 2020
...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)....
April 24, 2020
Due Diligence
The Saudi sovereign wealth fund is splashing cash around
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
March 1, 2018
Corporate culture
Kalanick departure leaves scandal-hit Uber’s top ranks vacant
...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...
June 21, 2017
Robert Shrimsley
A letter to an ungrateful world from Google, Apple, Facebook et al
...Governments don’t always direct our resources at the biggest problems. Left alone we can channel our wealth into diseases that interest us....
February 4, 2016
Life & Arts
Is it curtains for the big screen?
...“I think you can probably watch Bridge of Spies at home, but I wouldn’t want to watch ET there,” says Obst. “I wouldn’t want to watch The Revenant at home....
May 23, 2016
FT AlphavilleDavid Keohane
Quoth the Zoman: Revenue
...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....
February 8, 2016
News in-depthUS & Canadian companies
TV flickers as viewers find new screens
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
August 14, 2015
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT AlphavilleIzabella Kaminska
Why fintech is a marketing story
...— 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....
October 5, 2015
ObservationsDouglas Coupland
Douglas Coupland: Red dot
...Craigslist, Lyft et al . . . the shareconomy? The freeconomy? It’s going to happen....
May 22, 2015
FT AlphavilleDavid Keohane
There really isn’t such thing as a policy independent exchange rate anyway
...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...
August 18, 2015
US & Canadian companies
Having signed the multiyear contract, Netflix wants to put Comcast genie back in ‘fast lane’ bottle
...The “back end” of the network – the part where Netflix connects to Comcast et al – would be a tightly-regulated telecoms service....
November 9, 2014
Tech blogRichard Waters
Google to face US wiretapping claims in StreetView case
...The latest case, Google v Joffe et al, involves a class action suit stemming from the company’s illicit collection of snippets of information from WiFi networks in homes that its StreetView cars were passing...
June 30, 2014
World
Douglas Carswell in quotes
...Your children might have a Spotify playlist at home, but there is not enough personalised learning in schools that adhere to a top-down curriculum. Government isn’t just bad at customer service....
August 28, 2014
The Top LineLina Saigol
The tech ecosystem would be weaker without banks
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
August 22, 2014
Work & Careers
Innovation: less shock and more awe
...In 2005, John Jones, who oversees pharmacy operations at Geisinger Health System, the health service organisation, liked the idea of using robots known as TUGs and developed by Aethon to act as couriers,...
June 18, 2014
FT AlphavilleDavid Keohane
Naming and shaming in Japan
...Basically, another angry reflection of how important rising wages are to Abenomics’ success and how irritated Abe et al are at those big companies refusing to part with the extra yen Abenomics has brought...
March 14, 2014
beyondbricsMergers & Acquisitions
RCom / Batelco: deal or no deal?
...Related reading: Reliance Communications’ profits plummet, FT Reliance – Ambani v Ambani, Lex Anil Ambani moves to reassure investors, FT CWC/Batelco – beauty at sunset, Lex CWC sells Monaco & Islands unit...
March 15, 2013

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