Hints and tips:
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
...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....
...The drop-off in the market may well prove temporary, but it’s worth keeping an eye on....
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...The FANG+ index — which includes Tesla and Baidu as well as Facebook et al — may be only down a little at pixel time, but it has plunged by just over a quarter since the turn of the year....
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
...al, overcome the challenges and build those Fleits after all....
...House of Cards, BoJack Horseman and Orange Is the New Black to brag about until the cavalry — Stranger Things, Narcos et al — arrived....
...Some investment groups began experimenting with alternative data well over a decade ago, but it is only in recent years that efforts have really taken off....
...However, at c.12x CY21e lease adj. EV/EBITDAR, the valuation looks fairly full for a UK-only retailer and we see potential for some profit taking short term....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...In 1993, with real estate values falling and Brascan selling off assets, Peter Bronfman sought an exit....
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
...We literally only buy from stores....
..., al, 2018)....
...Now, nearly 18 per cent of all Chinese exports are designated for BRI-linked shores, per Lau et al. again: Larger, more economically fortified countries may be able to better manage these imbalances....
...Yasir Al-Rumayyan, the head of the PIF, even joined the company’s board....
...To improve economies of scale, rental companies regularly shed excess inventory in off-peak periods and pick-up new stock again during the peak seasons....
...HBC is in the process of opening up to 40 Saks Off 5th stores, the luxury off-price division of Saks, in Germany....
...Digital news TV switch While newspapers are increasingly taking their lead from BuzzFeed et al, and their mastery of content distribution via platforms such as Facebook, the digital upstarts are shifting...
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