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UnhedgedRobert Armstrong
JPMorgan’s increasing returns Premium content
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
March 11, 2024
Unhedged
The Fed calls the top Premium content
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
December 14, 2023
FT Live
Financial Times @COP
FT Live events coinciding with COP
Monday, 11 NovemberBaku, Azerbaijan
Transcript
Tracking the mysterious rise of a UAE company
...[MUSIC PLAYING] Michela TinderaI’m Michela Tindera from the Financial Times....
March 8, 2023
Trade Secrets
Governments are facing a stormy world economy alone Premium content
..., Covid et al) wouldn’t bring globalisation to a halt....
October 17, 2022
Disrupted Times
Europe steps up efforts to combat energy crisis
...Former US vice-president and longtime environment campaigner Al Gore, told the Financial Times that European governments must push back against corporate efforts to capitalise on the energy crisis by locking...
September 21, 2022
Central banks
Are quantitative tightening fears overblown?
...Does that mean already anxious investors have little to fear as the Fed et al embark on QT?...
June 14, 2022
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 14 NovemberNatural History Museum, Cromwell Road, London, UK
Moral Money
Falling out of love with stakeholder capitalism Premium content
...However, Bebchuk et al conclude that this throws the ball into the government’s court....
February 14, 2022
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
Scoreboard
China’s football dreams punctured as its corporate titans are tackled Premium content
...Et cetera, ad nauseam. The numbers seem to back up the thesis....
March 13, 2021
Theatre
Sam Mendes: how we can save our theatres
...It would be deeply ironic if the streaming services — Netflix, Amazon Prime et al — should be making lockdown millions from our finest acting, producing, writing and directing talent, while the very arts...
June 5, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
Equities
Markets Now - Wednesday 5th August 2020
...et al, with just $9bn on legacy oil and gas....
August 5, 2020
Europe Express
A stormy start to 2020
...Candidates for the inquiry include assessing the cyber security risks of the Internet of Things or a deep look at how Google, Facebook et al gather data to potentially disadvantage rivals....
January 6, 2020
FT GlobetrotterPower Dining
New York’s best restaurants for power dining
...Certainly, the food remains classic and lush (guinea hen with truffles and Madeira et al), and the prices remain high to the point of becoming a sort of performance art....
December 5, 2019
#techAsia
Apple to step up diversification out of China
...When sages speak Here is a thumping research report from Jonathan Woetzel, Jeongmin Seong et al from the McKinsey Global Institute....
July 17, 2019
FT Live
Financial Advice Forum
Optimising client centric advice in uncertain times
Tuesday, 24 September8-14 Cooper's Row, London EC3N 2BQ, UK
InterviewConservative Party UK
Matt Hancock makes pro-business pitch for Conservative leadership
...Letter in response to this article: The UK’s next prime minister should back business, not bash it / From Ned Cranborne, et al...
May 28, 2019
Gavyn Davies
Consequences of the Great Fiscal Divergence
...More modern models, such as that by Enders et al, confirm that these results are likely in interest rate markets after a big fiscal shock....
May 20, 2018
FT AlphavilleThomas Hale
Saving for old age: the global story (part I)
...The first employer-sponsored pension plan in Canada was introduced in 1874 (Gale et al., 2006). By contrast, some countries have only recently introduced private pension plans....
February 13, 2018
FTfmJohn Dizard
London may be key to ‘hot’ euro-yuan rival to the US dollar
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
January 7, 2018
LombardMatthew Vincent
Lombard: UK Finance and TheCityUK present a united front
...It is tempting to hear echoes of Judaean politics — as imagined by Messers Chapman, Cleese, Idle, Jones, Palin, et al — in the proliferation of UK financial services bodies....
July 3, 2017
Letter
Why a dynamic Europe must include the UK
...Without the UK, the EU loses a connection to global financial markets, global trading partners and global influence that no country on the continent can match....
June 19, 2016
FT AlphavilleCardiff Garcia
Global interpersonal inequality through the crisis period
...Right now the survey-based data used by the World Bank are the most comprehensive, the breadth of coverage necessary for estimating global inequality.**** But this paper by Alvaredo et al notes that wid.world...
August 15, 2017
EU economy
Eurozone economists’ survey 2017: Fiscal policy
...I’d set up and capitalise a European debt management agency to create ESBies (the European safe bonds of Brunnermeier et al). I’d set up a eurozone growth capital fund for fast-growing companies....
December 30, 2016
Mergers & Acquisitions
Impairments drive BHP Billiton to $6.4bn net loss
...Deleveraging will be the story, just not quite yet as the same speed as Rio Tinto, Fortescue Metals, Newcrest Mining et al.”...
August 16, 2016
FT AlphavilleKadhim Shubber
The never ending research note on ageing (yes, that one)
...The gap has also been widening, rising by 2.34 years for men and 2.91 years for women since 2001 (source: Chetty et al 2016) – with deaths by suicides, substance abuse, and drug overdoses rising for certain...
May 23, 2016

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