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...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...I take every single bit of competition seriously,” he added....
...“I think a lot of people are now expecting pretty meaningful erosion of AbbVie’s US Humira business this year,” he said....
...The first two didn’t respond, but in a statement Tradeweb’s Billy Hult said: “Obviously I hate to disappoint, but as Doug knows I saved most of my swearing for the golf course.”...
...Handler said late on Wednesday that he had sold 1.5mn shares, about 7 per cent of his total holdings in Jefferies, at $43.50 each....
...“I think it’s the best show I’ve ever done,” he told me....
...I don’t know if I said that earlier. But really, it’s that pricing power, which is a combination of headline prices and discipline around discounts....
...His response: I think the financial result would be very close to the same . . . if you want to join something that may have a tiny expectation of better [performance] than the S&P, I think we may be about...
...Thank you to David Hindley for holding the Week Ahead fort while I was away on annual leave these past two weeks, part of which was spent with my wife and our young dog in the picture perfect (although infuriatingly...
...Heavily indebted H&W has posted operating losses annually for the past decade, according to S&P Capital IQ, and was bought out of receivership in 2019....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...I prefer to look at the market since last October 27, when the market broke the downtrend that had held since July. In the four months since then, the S&P 500 has risen 24 per cent....
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...By this measure, model portfolio assets rose 48 per cent from $286bn to $424bn in the two years to June 2023, a period during which the S&P 500 was broadly flat....
...(I should note that Asness does not believe in a size factor per se....
...State Street Global Advisors’ SPDR S&P 500 Ucits ETF has attracted €2.7bn in net inflows over the three months since its fee was cut to 0.03 per cent in November last year....
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
...Unilever cools on ice cream I scream, you scream, we all scream for ice cream. Except, apparently, at the European consumer giant Unilever....
...My colleague David Hindley will be holding the fort, and keeping you ahead of the agenda, while I am away. What are your priorities for the next seven days?...
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...I suspect not — but perhaps by presenting the issue as a problem addressed by an asset class can help turn the tide....
...The S&P 500 is up 4 per cent year to date....
...Bluebell does not publicly disclose its holdings, but co-founder Giuseppe Bivona said BlackRock is one of the largest of its 10 to 15 concentrated positions....
...The S&P 500 hit another all-time high yesterday. More importantly, Trump Media & Technology Group rose another 14 per cent, right after we wrote that it looked a bit overvalued....
...Experience-based spending — particularly travel — is holding up....
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