It’s all about rates, really.
By: Jamie Powell
Last updated 3.00pm BST. Featuring GVC, Prudential, Bellway, Rolls-Royce, HSBC, 3i, Prosus, AA and Plus500.
By: Bryce Elder
The history of electric cars; Hufield under pressure; Hong Kong and much more . . .
A few thoughts on the former Marathon Asset Management man’s Costco pitch from 2004.
Last updated 1:30pm. Featuring Cineworld, Capita, Sampo, AA, Ocado, RSA and Gear4Music
Gold’s forward curve rarely forms a backwardated structure but it’s flirting with the formation all the more frequently since Covid-19 struck.
By: Izabella Kaminska
Last updated 1:00pm. Featuring Hammerson, Serco, Tesla, BMW, ITV, Glencore, XP Power, PageGroup, Dialog Semiconductor and Valeo.
Sometimes it’s good to be boring.
Immunology and intuition; microbubbles; porn bombs; prawn cocktail crisps; and much more.
By: Jemima Kelly
When related party sales are your only business.
Last updated 1:30pm. Featuring gold, BP, Legal & General, Land Securities, Metro Bank, ITV and horses.
Last updated 12:30pm BST. Featuring BP, AA, BT, Natixis and swapping pharma for utilities.
Bank heists; SAAS securitisation; dividend bans and much more . . .
Last updated 1.30pm BST. Featuring HSBC, Senior, Hammerson, MTU Aero Engines, Purplebricks and Elekta.
Two-and-a-half years later, and noteholders are still working out how, let alone if, they’ll ever get their money back.
By: Laurence Fletcher
Last updated 2pm. Featuring GVC, Lloyds, Legal & General, Natwest and Equiniti
Anti-vaxxers; big cats; disgraceful economics; hurtful social media; and much more.
Last updated 1:00pm. Featuring Cineworld, Carnival, Smurfit Kappa, Barclays, Next and a Unilever-Reckitt merger.
Last updated 12:30pm BST. Featuring BT, TalkTalk, Deutsche Telekom, Berkeley, Centrica and Cairn Energy.
UBI; bubble or nothing; SAP and much more . . .
Last updated 12:00pm BST. Featuring gold, Tui, On The Beach, Dart, Indivior, Sage, Swedish Match, Serco, Kingfisher and National Grid.
A eulogy; Tesla self-driving; profits; sandwiches; and much more.
Sovereigns should pay more attention to the public sector balance sheet and the quality of their financial and asset management.
By: Guest writers
Unnatural wealth; Wirecard; lemon laundering and much more . . .
The Left as the Right; economists vs epidemiologists; the Woke movement vs the Red Guards; you vs conspiracy theorists; and more.
Last updated 12:00pm BST. Featuring Twitter, GVC, Sumo, BP, Repsol, Fevertree and Rolls-Royce.
Adults in the room; useless ventilators; open letters; more masks than jellyfish; and more.
Last updated 1:00pm BST. Featuring Asos, Burberry, Moncler, Axa, Dixons, AstraZeneca, Moderna, Weir and Jupiter Fund Management
Chronocentrism; coffee snobbery; an art heist; UK consumption; and much more.