Ryan Chidley, CFA on LinkedIn: Everyone Really Is Sick a Lot More Often in Post-Covid Times (2024)

"At the heart of the strategy is a yawning valuation gap. While S&P 500 companies trade at around 21 times on a forward 12-month price-to-earnings basis,FTSE 100firms are valued at just over half that, with valuations trending lower since the Brexit referendum in 2016....But it’s not just about math: US companies are better placed to attract top talent, with management pay packages typically higher and fewer restrictions on directors owning shares, Gatemore’s Meidar said. And for certain sectors, like fossil fuels, the US offers a friendlier investor base than Europe — somethingShell Plc’s chief executive officer argued in an interview with Bloomberg Opinion earlier this year."https://lnkd.in/g_AwrAUs

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"U.S. still has an edge on China in natural language processing.But researchers in China produce more papers on computer vision than other countries in the world. Tsinghua University was the top organization in the world on this topic. China's strategic priorities for AI include autonomous vehicles, manufacturing, surveillance and other applications that require advances in computer vision.India — and three Indian institutions, including Chitkara University —was the top producer of AI applications for plant disease detection."https://lnkd.in/eTh4Qiqr

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'The focus on MultiPlan’s automated pricing tools highlights growing concern among regulators and some in Congress that algorithms are supercharging price-fixing schemes and driving up costs for consumers.“Algorithms are the new frontier,” the Justice Department wrote in a brief in one case. “And, given the amount of information an algorithm can access and digest, this new frontier poses an even greater anticompetitive threat than the last.”Regulators and some antitrust scholars worry that algorithms can enable sophisticated collusion that is difficult to police. Competitors no longer need to meet in secret to hatch a conspiracy and communicate among themselves to perpetuate it. They can simply agree to use a common pricing algorithm. Weighing in on private lawsuits involving apartment rents and hotel room prices, the agencies have argued that such an arrangement is illegal...'https://lnkd.in/gCwqfPGc

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'Boosted by the furore around the efforts of his liberal enemies to silence him, Mr Orban got to address his fans, railing against the EUand the very liberal norms that (belatedly) ensured his right to speak...“What’s a democracy if you say, ‘You can listen to this guy but not that one’?"'https://lnkd.in/eVszjzbv

"In America the model-makers are relying on the legal concept of fair use, which provides broad exemptions from the country’s otherwise ferocious copyright laws...Rights-holders, meanwhile, are pinning their hopes on a Supreme Court judgment last year that a series of artworks by Andy Warhol, which had altered a copyrighted photograph of Prince, a pop star, were insufficiently transformative to constitute fair use...Not all media types enjoy equal protection. Copyright law covers creative expression, not ideas or information. Computer code, for example, is only thinly protected...News can likewise be tricky to protect...Image-rights holders are better protected...Musicians are also on relatively strong ground...GenerativeAIpromises to fill the world with content that lacks a human author, and therefore has no copyright protection"https://lnkd.in/eGqFnrJd

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"This reflects longer-running changes to the balance of power across the world’s supply chains....Retailers’ inventory-to-sales ratios have been coming down since the early 1990s. For manufacturers, they are (bar a brief pandemic spike) higher than at any time in the past 30 years...Technology has bolstered retail further. Consumer-goods firms used to know more about shopping habits, recalls the chief executive of a giant one. Now 'retailers have the insights,' and these are based on real purchasing behaviour, not market research...Whether by investing in spare capacity or betting on the size of spare stocks, it is the manufacturers that pick up the tab."https://lnkd.in/edV-yy46

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"Microsoft is announcing a critical breakthrough that advances the field ofquantum computingby improving the logical error rate by 800x when compared to the error rate on corresponding physical qubits, thus creating the most reliable logical qubits to date."https://lnkd.in/erGs2UtT

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