Author: kumbhorg

Brown Brothers Harriman’s (BBH) Elias Haddad expects Japan’s June Consumer Price Index (CPI) to edge higher across headline and core measures, with core ex fresh food and energy steady at 1.8%. Swaps discount a 25 bps Bank of Japan (BoJ) hike by year-end and 50 bps over twelve months, still leaving rates near the lower end of neutral. Loose policy while growth runs above potential raises the risk of higher BoJ rate expectations, supporting the Japanese Yen.Rising CPI and low rates favor Yen”Headline CPI is expected at 1.7% y/y vs. 1.5% in May, core CPI ex. fresh food is expected…

One might assume from a modern viewpoint that the hairstyles worn by monks arose to deal with male pattern baldness anxiety. As in the school uniform approach, you can’t single out one person’s baldness when everyone is bald. But this, again, would be a modern view, full of the vanity the tonsured—those with religiously shaven heads—ostensibly vowed to renounce. According to the Catholic Encyclopedia, the tonsure (from the Latin verb for “to shear”) began as a “badge of slavery” among Greeks and Romans. It was adopted “on this very account” by early monastic orders, to mark the total surrender of…

Kylie Jenner and Timothée Chalamet are proving they’re sole-mates. Indeed, the couple showed off some PDA while attending the 2026 FIFA World Cup final match between Argentina and Spain at MetLife Stadium in East Rutherford, N.J., on July 19. Before the two teams faced off on the field, Jenner, 28, and Chalamet, 30, were seen sharing a kiss in their suite. Another sweet moment captured from their outing showed the Kardashians star and Oscar nominee holding hands while Chalamet looked at his girlfriend of three years with a grin. And the pair appeared to be having a ball before they…

Roger and Chaz Ebert‘s wedding was held on July 18th, 1992. Here is a reprint of a blog posted by Chaz to commemorate it. HOW DO I LOVE THEE: SONNET 43: Elizabeth Barrett Browning How do I love thee? Let me count the ways….I love thee with the breath, smiles, tears, of all my life; and, if God choose, I shall but love thee better after death…. When I was a young girl with thoughts of romantic fancy dancing through my head, I envisioned the day when a suitor would write a poem or song dedicated to me. During our…

Denza Luncurkan D9 PHEV menjadi kabar yang langsung menarik perhatian para pecinta otomotif. Kehadiran kendaraan ini tidak hanya memperluas pilihan di segmen kendaraan premium, tetapi juga menunjukkan bahwa perkembangan teknologi elektrifikasi terus bergerak menuju arah yang lebih praktis. Melalui peluncuran tersebut, Denza ingin menghadirkan pengalaman berkendara yang memadukan kemewahan, efisiensi, dan kenyamanan dalam satu paket yang lengkap. Oleh sebab itu, banyak pengamat menilai bahwa wikipedia langkah ini mampu mengubah peta persaingan di kelas kendaraan keluarga premium.Mengapa Peluncuran Ini Menjadi SorotanDenza Luncurkan D9 PHEV pada saat minat masyarakat terhadap kendaraan ramah lingkungan semakin meningkat. Di sisi lain, konsumen juga menginginkan kendaraan…

Some stuff I am reading today morning: Brent Oil tops $90 (Bloomberg) US-Iran war intensifies (Arab News) Warning signs in financial markets (The Market) Interview with Founders of Skyroot Aerospace (FE) How to analyze Real Estate stocks (91 Capital) Company: Kissht (Zen Nivesh) The downfall of Volkswagen (Telegraph) American tech workers fear job losses (WaPo) AI: Overvalued, Bubble or Revolution? (BP) 7 Sins of Active Fund Management (Larry Swedroe) Discover more from Alpha Ideas Subscribe to get the latest posts sent to your email.

Pakistan cricket has once again found itself at the center of debate after former fast bowling great Shoaib Akhtar questioned Babar Azam‘s reputation as a “superstar.” With Pakistan set to begin an important Test tour of the West Indies later this month, Akhtar’s remarks have reignited discussions about the captain’s ability to consistently produce match-winning performances when the team needs him the most.Shoaib Akhtar slams Babar Azam’s “superstar” statusAkhtar did not hold back while assessing Babar’s standing in Pakistan cricket. The former speedster argued that individual talent alone is not enough to earn superstar status and insisted that players should…

Spain are world champions for the second time after Ferran Torres’ extra-time strike gave La Roja victory over Argentina in the 2026 final in New Jersey. Nico Williams had a goal disallowed for Luis de la Fuente’s team shortly before the winner, while Enzo Fernandez received a second yellow card for the 2022 champions during added time in the second half of regular time. The result may have brought the curtain down on Argentina captain and eight-time Ballon d’Or winner Lionel Messi’s international career. Here’s how the teams rated as Spain added to the title they won in 2010 and…

Filip Hronek’s trade value won’t decrease over the next year or two Sekeres and Price: Jeff Paterson talking about Vancouver Canucks defenseman Filip Hronek, and how his trade value isn’t going to decrease over the next year or two, so it’s okay that he wants to stick around for a bit. “He has said that, for the longest time, that he’s in this thing for the long haul. I don’t see an issue with this. Like, yes, he’s the best trade chip. He’s not going to lose his trade value. When you saw what Justin Faulk got on the trade,…

Elena Hernández moved to the coca-growing region of Guaviare during the boom of the 1990s, lured by better pay.”There was more money back then – you could see it everywhere,” she says. “I managed to save and buy a small house.”But the coca industry also brought violence and insecurity. Armed groups fought for control, while the government tried to curb production through manual eradication, aerial fumigation and arrests.These efforts cut off families’ incomes but failed to stem cultivation.So when a nationwide substitution programme was introduced by the then government in 2017, Hernández was eager to sign up, joining around 100,000…