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...That such a large share of the workforce might be working for “a bunch of troubled portfolio companies” is . . . sobering? Then there are the banks....
...But a large minority appear to be silent about the whole possibility (coloured blue)....
...Evolution of House Prices and Consumption in the Postpandemic Tightening Cycle (per cent change) Their bottom line — that countries 1) with households that are more indebted; 2) and more able to borrow large...
...Most large providers have an almost algorithmic approach to membership decisions. But the rules themselves are not static....
...The US equity market hasn’t been this large a component of global equity markets since maybe 2004 (zoomable version): 2....
...In the west we’ve come to regard bond markets simply as the only venues large enough to satisfy government borrowing needs rather than public goods in themselves....
...Following the persistent governance reform efforts by proxy advisors and other stakeholders, the use of poison pills among large firms declined significantly from 55% in 2004 to just 2% in 2021....
...Public sector pension contributions are a large and unscrutinised form of government finance....
...These are all large firms with lots of debt, especially debt issued in recent years when yields were much lower....
...With around £100bn net supply from HM Treasury, on top of anything coming out of the Bank’s QT programme, we’re talking large numbers....
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...The evidence around US large-cap equity portfolio management followed Sharpe’s simple logic almost to the basis point. But it turns out that US large caps are exceptional....
...This, in large part, is how the national debt was slashed after World War II. The Treasury certainly has a motive to give it a go. Could financial repression help the Exchequer out this time?...
...Of course, large open-scheme sponsors like USS are way out of scope for possible PPF consolidation so would continue to pay in....
...Bad reasons include misaligned principal-agent incentives, poor advice, overconfidence as to one’s own skills and insights and the flattery and trappings that paying large fees to financial services firms...
...Most of the posts are basically about how taxes are too high and the state too large, but this one caught our eye:https://twitter.com/trussliz/status/1703701632796496256 These debt facts look right....
...If Toby’s note whets your appetite, the full note is available outside the GS paywall....
...Single large stocks with an economic fate that has little to do with their listing jurisdiction have dominated national index returns....
...Toby Clothier has pulled a dusty discounted cash flow model from a drawer and plugged in Nvidia’s numbers....
...Nonetheless, large investors such as the Wellcome Trust have achieved spectacularly good returns over the past decade....
...Strid’s less-gutsy-than-usual Senta makes Toby Spence’s very-light-voiced Erik sound less implausible than he might otherwise....
...In fact, they were a large part of the monetary policy transmission mechanism....
...“It will not be done without gas,” said Toby Rice, chief executive of EQT, the country’s biggest gas producer, of the coming AI boom....
...But this is a case of a large fraction of a smaller number being bigger than a small fraction of a larger number. Public sector DB schemes hold around half of their assets in stocks....
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