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Macy's Inc
Miracle on 34th St?
...Maybe it’ll work!?...
December 12, 2023
Moral Money
The lawyer who spoke out of turn
...“Eventually, the sh*t is going to hit the fan,” Brouwer added....
July 28, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT Magazine
Inside the wild ‘Man vs Horse’ race that made a small Welsh town legend
...The gorpcore fell-running aesthetic gives way to helmets and jods, support teams with polo shirts printed with “Sh*t shoveller” and “Hot to trot”....
July 7, 2023
FT Alphaville
How to spend a million dollars, by Sam Bankman-Fried
...We’ll let you decide whether “there’s” means “there is” or “there was”....
December 19, 2022
HTSI
Nick Jones: ‘Even now, I don’t feel, wow, I’ve done it’
...“Promise you’ll tell me if there is anything you don’t think is right.” Jones doesn’t fit the trope of the cut-throat and hubristic entrepreneur....
December 15, 2021
Equities
Markets Now - Wednesday 24th June 2020
...It’s one of those down days and corporate news is quite thin so we’ll start with an overview of the top-down research....
June 24, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Equities
Markets Now - Wednesday 5th August 2020
...From surplus cash flow above capex and the new 21 cent/sh fixed, not progressive, annual dividend, 60% is to be returned as buybacks (improving per share EBIDA); we think the other 40% might be invested...
August 5, 2020
Equities
Markets Now - Tuesday 16th June 2020
...The trigger was probably the Fed saying that from today it’ll make direct purchases of individual corporate bonds via the emergency lending programme....
June 16, 2020
Equities
Markets Now - Tuesday 1st September
...We’ll probably never find out which it was, because France. Engie’s been trying to play hard to get with regards Veolia’s €15.50 per share offer for Suez but it’s convincing no one....
September 1, 2020
Due Diligence
The hedge fund that harpooned the ‘London Whale’ has struggled to keep its head above water Premium content
...Sh*t hits the fan at the FCA We all have a colleague (or two) in the office who has less than socially acceptable habits. But the Financial Conduct Authority seems to have an epidemic....
November 13, 2019
Equities
Markets Now - Monday 15th June 2020
...We rate the shares Overweight with a 380p/sh price target. And Credit Suisse: This should add 4-5% points to the gearing ratio on 1Q20 financials, on our estimates....
June 15, 2020
Equities
Markets Now - Monday 8th June 2020
...We estimate that cutting costs by half would drive at least another $20/sh of upside in our DCF models, though we do not include this in our upside case....
June 8, 2020
Equities
Markets Now - Wednesday 3rd June 2020
...We upgrade our recommendation to Buy from Hold, while retaining our CHF46/sh target price, which implies 43% upside....
June 3, 2020
Equities
Markets Now - Monday 16th March 2020
...We’ll loop back to the updates from AB and Finablr in a bit....
March 16, 2020
LombardKate Burgess
Balfour Beatty is more concrete after Quinn’s rebuilding work
...A banker warned: “They want us to put . . . sh** in writing . . . pretend you never got the f*** email.”...
August 15, 2018
FT Live
Global Private Banking Awards 2024
Celebrating excellence in wealth management
Thursday, 7 NovemberThe Landmark London, London, UK
FT AlphavilleAlexandra Scaggs
Alpha Agenda, Davos > DC edition
...Closing quote: I know it only got one Emmy nomination, but I’ll tell you: You want to see a believable protagonist doing extraordinary sh*t? Don’t sleep on Knight Rider, yo....
January 22, 2018
High yield bonds
Lebara bond fiasco shines awkward light on Nordic market
...“We’ll have to deal with that,” Lebara’s chief executive Graham Oxby responded....
March 1, 2018
Henry Mance
A new breed of ambassadors become ‘our (wo)man at home’
...SH: Not yet, but the regimes are very much weakened.DD: Look, about the new role. I’m meant to be promoting British exports —SH: You’ll be perfectly placed!...
July 14, 2017
FT AlphavilleAlexandra Scaggs
Alpha Agenda, “world’s best martini” edition
...But the situation is not looking great, after the whole “shithole country” sh*tstorm....
January 15, 2018
US politics & policy
Bannon, billionaires and burgers: six claims from the Trump book
...“No way we’ll get [$50m] unless we can guarantee him victory,” Mr Kushner responded, according to Mr Wolff....
January 3, 2018
Authers' NoteJohn Authers
Authers’ Note: Black and Blue Monday Premium content
...People won’t say “The market is 10 per cent down, I’ll sell, but rather — the momentum’s changed, I’ll sell....
October 17, 2017
World
Iceland’s Pirate party sets sail for power
...Polls sh owing voter support for the Pirates at more than 40 per cent, making them easy favourites to lead the nation after elections promised for autumn by a ruling coalition battered by Panama Papers revelations...
April 10, 2016
FT AlphavilleDavid Keohane
Markets go up, markets go down… apparently even in China
...Take China Shipbuilding Industry (601989.SH), as an example....
July 28, 2015
News in-depthEuropean companies
Volkswagen’s home city enveloped in fear, anger and disbelief
...“VW is sh*t, Wolfsburg is sh*t, why did we move here?” a woman shouted at her partner on one recent evening on Porschestrasse....
October 11, 2015
Life & Arts
More theatre reviews and previews
...You’ll never see a more thrilling demonstration that being entertaining doesn’t mean you have to give up on being thoughtful and challenging....
February 13, 2015

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