Hints and tips:
...It’s going to look like doctors assisted by models, models giving doctors feedback: ‘Have you thought about this? Are you missing this? Should we run this test?’...
...And it’s a little controversial because I always thought Tentacool was a squid....
...The Internet of (Five) Things 1. Apple reveals new financing armApple has bigger ambitions than we thought for furthering its financial services....
...And finally Fabergé conjures up delicious thoughts of lavish Easter eggs, Russian empresses and James Bond....
...Charted waters There was, during the early stages of the pandemic, a lot of talk about a V-shaped recovery....
...There are almost too many important things to highlight in the paper — from its policy implications to how it contributes to the debate over real declines in productivity....
...The comment box is always available) so instead have a rubbish print from Remy Cointreau. Seems cognac has had a very bad few months....
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...Polo Tang of UBS remains a seller: [V]isibility on the bigger picture issues remains limited....
...So, it’s worth noting three things in this edition of Swamp Notes. First, Tuesday is Google’s 20th birthday....
...WSJ columnist Greg Ip looks at whether globalisation is, in fact, starting to go into reverse....
...He has for 20 years designed legal databases and analytics tools to accelerate the application of evidence-based reasoning to IP litigation....
...Bankruptcy We discussed this at some length on Monday because it reminded us of Texas Competitive Electric Holdings Company LLC (TCEH) in 2011....
...In mid-2008, for example, we were unfashionably bearish on oil prices (and equities) because we thought global IP was heading for a fall....
...“Are you sure?”...
...There are, however, some more affordable options....
...He remembers uncapping a black marker to write: R squared over A is V+, in what he calls a type of epiphany....
...to a recovery and it’s for real and psychologically we’re just lagging behind as we always do and things are going to get better....
...So far, most of our predictions have occurred or are looking like a sure thing for the near future. Corporate credits are getting pounded. Bank and broker credits have serious issues....
...The kind of thing you see in Marie Claire magazine’s Spree v Steal feature....
...Q: Your thoughts please on positioning v branding and perhaps the former requiring much more attention and effort?...
...But if all you are focused on is flogging them what you want to sell . . . you tend to miss those things....
...IP laws (arguably) bolster....
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