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News in-depthApple Inc
Apple’s ‘carbon neutral’ claims come under scrutiny
...Letter in response to this article: Why carbon offsets are no answer to the climate crisis / From Grayson Badgley, Research Scientist, CarbonPlan, San Francisco, CA, US...
October 24, 2023
Unhedged
Anatomy of a slowdown Premium content
...Some goods categories (building materials and furniture) seem to be giving back the growth from the pandemic boom while others (food, clothing) seem to be setting into normal trend-level growth (“general...
November 20, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Brooke Masters
Three ways Big Tech got it wrong
...Still, scaling up has not proved easy even for a company that is already the world’s largest maker of roofing materials. Like much of corporate America, GAF has run into a labour shortage....
December 28, 2022
FT Magazine
A tiny particle can travel through concrete. It could save many lives
...Concrete is one of the most widely used materials on Earth....
September 8, 2022
Letter
Letter: Globalisation helped spread Covid, but is also key to a solution
...The virtue of global supply chains exceeds material benefits of export and investment....
January 7, 2022
Gillian Tett
Why America has to keep on trucking
...But these days it is proving strikingly hard to expand capacity, due to so many underlying structural impediments in the market....
January 20, 2022
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Adventurous InvestorDavid Stevenson
Energy grid tech is on the charge
...So how should investors proceed with what I think is only the first stage of structural changes that will span decades?...
February 10, 2022
News in-depthNikkei Asia
Apple’s nightmare before Christmas: supply chain crisis delays gift deliveries
...A version of this article was first published by Nikkei Asia on December 8 2021. ©2021 Nikkei Inc....
December 14, 2021
John Dizard
Guns no roses for stock investors
...That is not a material fraction of the $21tn US economy....
May 7, 2021
Berkshire Hathaway Inc
Buffett sees ‘significant’ inflation amid ‘red hot’ US recovery
.../ From Robert L Read, San Francisco, CA, US...
May 1, 2021
Archegos Capital Management
Rating agencies cut Nomura and Credit Suisse outlooks after Archegos debacle
...“Potential material loss from a single client exposure raises questions about the quality of the group’s risk management and risk appetite,” S&P said....
March 31, 2021
Transcript
Putin’s energy power play
...And I think Russia in this new world becomes the economic dependency of China providing raw materials. So it’s a different world....
June 9, 2022
Markets InsightMohamed El-Erian
Market insouciance means the Reddit rebellion will be back
...All this exposed the structural disadvantages inherent to the retail investors’ strategy....
February 4, 2021
FT Investigations
Women spoke up, men cried conspiracy: inside Axel Springer’s #MeToo moment
...“It’s tragic for one single case and one single asset to be portrayed as a structural problem . . . and it’s unfair to the nearly 17,000 employees,” he said....
February 8, 2022
Commodities27 min
How energy transition is driving strong commodities prices
...I mean, from the customers you're talking to, are they concerned that China Inc, as it were, has cornered the market for battery materials?...
June 30, 2021
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Tesla Inc
Tesla outlines ambition to halve cost of batteries
...The closely watched battery plans included a deeper level of vertical integration that will take the electric car maker into all stages of manufacturing its batteries, including processing the raw materials...
September 23, 2020
Film
Flickonomics: who does finance best on screen?
...The Michael Lewis book that forms the source material for The Big Short works by combining lucid explanations with profiles of the players....
December 4, 2020
BlackRock Inc
BlackRock punishes 53 companies over climate inaction
...“Even if only a fraction of the projected impacts is realised, this is a much more structural, long-term crisis,” he said....
July 14, 2020
FT Health
FT Health: National systems must learn lessons from pandemic
...Players of Plague Inc: The Cure must track the disease, control the outbreak, boost testing capacity and find a vaccine while keeping the support of local communities....
December 2, 2020
News in-depthThe Big Read
US election: Facebook’s political balancing act
...Facebook took the action last week while it investigates whether the story violated its policies on hacked materials....
October 20, 2020
Equities
Markets Now - Tuesday 8th September
...We calculate this implies an UKPIL EBIT loss of ca. £200m (vs. cons -£465, UBS -£580m)....
September 8, 2020
FT Magazine
How HBO took on the streaming wars
...Still, top Warner executives are confident of knockout material for the launch, even preparing extra servers to cope with higher demand from a homebound audience....
May 20, 2020
Equities
Markets Now - Friday 3rd April 2020
...In Europe, which accounts for two-thirds of SSP’s revenue (inc. UK), IATA forecasts Q3 capacity down 45% vs. down 90% in Q2....
April 3, 2020
Equities
Markets Now - Thursday 30th April 2020
...We would be buying on any material weakness today....
April 30, 2020
LG Display Co Ltd
LG Display seeks to pare workforce as losses mount
...“It will be difficult to turn around the company any time soon because of structural reasons.”...
September 17, 2019

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