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....
...Basically, Pimco doesn’t think all those older private credit vintages are any good. There’s thick nasty residue at the bottom....
...Portrait by Neil Selkirk When Diane Arbus died in 1971 at the age of 48, she didn’t leave a will....
...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....
...And I look at the glaring absence of climate disclosures at Warren Buffett’s Berkshire Hathaway....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...In the US, at least, mom-and-pop investors and advisers build portfolios with the categories used by Morningstar et al....
...The decision has led to the legalised bribery that afflicts US politics. Now see the many state attorneys-general (acolytes, no doubt of Alito et. al.) who want to sanction corporations that adopt ESG....
...It still isn’t clear what the damages will be, of course....
...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....
...At the last count, there were 42 certified B Corp jewellery companies internationally, 10 of which are in the UK....
...His father’s company — then called the Al-Zahawi Group, but now known as Iraq Projects Business Development (IPBD) — quickly procured a contract to provide cleaning, logistics and support services to the...
...“This may not be the right time for the government to go to the market to raise money, as there is so much vulnerability in stock markets,” said V Upadhyay, adjunct professor of economics at the Indian Institute...
...Incidentally, a plethora of media outlets (inc....
...But again, they don’t have the money to own these things outright....
...(Patrick Temple-West) Gen Z isn’t ready to pay up for sustainable fashion Adding a $7 dress to her digital basket, my friend shifted a glance my way saying, that if it doesn’t fit, the loss is “practically...
...It wasn’t all daisies. Former and current executives at Goldman Sachs agreed to return millions in pay to the bank to acknowledge the institutional failures leading to the 1MDB corruption scandal....
...The gulf kingdom’s sporting ambitions are at odds with its treatment of Saudi women’s rights activists, Amnesty International’s Kate Allen told the Guardian....
...(The Guardian) Stomaching the risk Calpers, despite being the largest pension fund in the US, is still billions short on its obligations....
...“The concept is comply or explain,” said Mr di Sibio, who argues this action will have a snowball effect.* Of course this begs another question: what happens to SASB, GRI et al?...
...House of Cards, BoJack Horseman and Orange Is the New Black to brag about until the cavalry — Stranger Things, Narcos et al — arrived....
...The late Jack Bogle’s sales pitch encapsulates it: “Don’t look for the needle in the haystack. Just buy the haystack.”...
...“They drop but they don’t break,” AlDowayan says. “They can be deconstructed and reconstructed to create new meanings.” In “The Emerging”, black ceramic inverted V-shapes rise up from the ground....
...But just as he was inaugurating Al-Wasl plaza, at the heart of the expo site, the UAE was making a separate announcement — a portent for the grim reality ahead — the seven-member federation had recorded...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
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