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Featuring CD Projekt, GVC, Flutter, William Hill, Hastings, IAG, NMC Health, Restaurant Group, Ashtead, Character Group and myriad other things.
What’s the definition of insanity again?
Fine, bash GDP. But it’s unclear we have a better measure of prosperity.
Why housing has ruined us; heat mapped; autonomous DeLorean; launching nukes; Marvin Gaye; and more.
How good does the distributed dream-ledger taste?
Unless you ignore the data.
Featuring Tesla, Pearson, Hays, Vodafone, GlaxoSmithKline and some other things.
If Japan’s largest pension fund wants to lead on stewardship, it needs to pick better battles.
Apparently price discovery is bad, unless you’re investing in companies that facilitate it.
MSM on tech; Nimbyism in NY; Burisma; Germany’s waning economy; and more.
Would you rather global societal breakdown occurred by climate change or mass energy poverty? Or none of the above?
Because well, why not?
Featuring Flybe, Provident Financial, Frontier Developments, Lekoil, TalkTalk, Hikma and other things.
There is a broader message in central banks’ differences on greening the economy.
Roberto, a soup; nomic-nomics; a warning from Yamaha; America’s favourite poison; and more.
Featuring Lekoil, Dixons Carphone, Boohoo, Games Workshop, Elementis, Centamin, GVC and Albert Edwards.
Twitter’s and Google’s limiting of political advertising doesn’t make them inherently morally superior.
Supply shock; Visa and Plaid; Heico’s record returns; Facebook’s broken PR and much more...
Featuring Pennon, Flybe, Spirent, Just Group, BAE Systems, Aston Martin, Casino, William Hill and whatnot.
Dampening criticism in the eurozone’s largest economy is one of the most important challenges the new president will face.
How bond market sensitivities are increasingly critical for banking regulation.
According to Willem Buiter, the central banks of the eurozone member states could go bust. We think he overstates the risk.
A big waste bill; A world without pain; Markets in posthumous possibilities, plus much more...
Featuring Superdry, B&M, JD Sports, Team 17, NMC Health, Direct Line, Restaurant Group, Enquest, Quilter and other stuff.