Hints and tips:
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
...Surely Zuck et al can make money — serious money — out of messaging software with two billion users. I disagree on the Metaverse, though. It is not “free”....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...At our PT, the stock would trade at an average 2020/21 P/E of 7.9x, -17% vs. last 24M average P/E; this discount is justifiable, in our view, given Centrica's tight balance sheet. • Updates to follow....
...Quite a lot of the product delivered that’s not own-brand seems to be from companies THG names as customers of the retail shopfront bit, THG Ingenuity: names like Revolution Beauty, Elemis / L'Occitane and...
...‘They’ (the Fed) are looking at ‘us’ (equities, the yield curve et al), and we the market, are looking at them, in a veritable echo chamber — as ‘we’ are both looking at the same data.”...
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...Don’t bank on the German elections A senior official in Germany’s liberal FDP tells The Telegraph his party won’t make life any easier for David Davis et al if they get into government with Angela Merkel...
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
...In the emerging market world, the dollar was up 2.2 per cent against the South African rand, 1.7 per cent against the Mexican peso and 0.6 per cent versus the Brazilian rand — the latter also unsettled by...
...The quarter just ended was certainly a turn for the worse, a 7 per cent slide by the US S&P 500 and its weakest performance since 2011, so did the world’s biggest and best remunerated hedge fund managers...
...We suppose, before getting to what might stop this, one should probably discuss what’s hitting the Wunderbund et al. Still early in the day, after all....
...Trade credit and offshore borrowing are subject to controls for prudential reasons, but they are relatively accessible for many companies....
...Those developing countries then ship their gains back to the US et al as a form of collateral against new lending as the net foreign assets of poor countries support the risks taken by their richer brethren...
...Good morning New York, FT ALPHAVILLE Naming and shaming in Japan: David notes another angry reflection of how important rising wages are to Abenomics’ success and how irritated Abe et al are at those big...
...But, as Neil notes, things could have been worse without all that warehousing shenanigans from Goldman et al....
...(Bloomberg) - How Goldman (et al)’s aluminium warehousing cost American consumers $5bn in three years. (New York Times) - The commodities supercycle is still ending....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...Argent Classic Convertible Arbitrage Fund L.P. v....
...al?...
...THE MARCH by E.L....
...They also lag behind those of rival groups such as L'Or?al, Danone, Colgate-Palmolive and Cadbury Schweppes....
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