She made several points in a note to clients Tuesday that struck me as new:
If you thought that getting sector over- and under-weights correct at the outset proved difficult, switching between them throughout the year was nearly impossible. A quantitative analyst from Nomura Securities explained to Barron’s in November that “industry leadership has been reversing from month-to-month at a rate unseen in decades of stock-market history. ‘Even if you’re picking the right stocks in a sector,’ he says, ‘things are moving around so much that your performance doesn’t persist.’”
‘Episodes’ This comedy on Showtime, too often overlooked, follows the bewilderment of two British TV writers stuck in Hollywood creating a series for Matt LeBlanc, who plays a diva version of himself very convincingly. Not many shows set in the entertainment industry can sustain the conceit, but this is one that got even better in its third year.
It is also reported that Chinese citizens made 1.26 billion cinema visits in 2015, a roughly 51 percent increase from a year earlier.
Anti-dumping cases were much easier to bring in the US than in the EU where companies first had to pass a public interest test.
Wardrobe malfunctions was another common theme. Some hapless interviewees “showed up in sweatpants,” one “was wearing mismatched shoes,” and another “didn’t realize his zipper was down.”
Reese Witherspoon dreamt of being a non-traditionalist, reportedly wanting to transform the best actress statue she won for Walk the Line into a door knocker or a necklace (“statement” jewellery would not have cut the mustard). Neither option being practical, however, he now stands in her living room.
“Nick is an exceptional product thinker,” Adam Cahan, Yahoo’s senior vice-president of mobile and emerging products, said. “He does represent a generational shift in the kinds of things he is thinking about and what it means to be truly mobile. That generation is not just mobile-first, they are mobile only. That’s a different point of view.”