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...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...What tipped the index euphoric, notes Scott Chronert at Citi, was limited options hedging and rising margin debt: Next, momentum....
...About 24 per cent of Marathon’s shares are out on loan — a strong indicator of short interest, according to S&P Global Market Intelligence....
...This cover is provided in the first instance to the Dali by Britannia P&I Club....
...As always, email me at scott.chipolina@ft.com. Join me and fellow colleagues at the FT’s flagship Crypto and Digital Assets Summit on May 8-9 in London....
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...Meanwhile, email me: robert.armstrong@ft.com. The Fed is stuck, and so are stocks I won’t flatter myself with the notion that Unhedged is its readers only source of financial news....
...As always, email me at scott.chipolina@ft.com....
...Carmakers are preparing for months of lower sales as they reroute shipments away from Baltimore following the collapse of the Francis Scott Key Bridge, while insurers have warned of multibillion-dollar claims...
...conservative mega donors Robert and Rebekah Mercer....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...“This is an unthinkable tragedy,” said Baltimore mayor Brandon Scott....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...The S&P 500 index halved. Around the Gulf war of 1990, oil doubled while the S&P 500 fell almost 20 per cent. Over time, the price moves have become less severe....
...Chris Marinac of Janney Montgomery Scott argues that the bank’s problems are “solvable”, though it will take time....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...McKellen plays the ancient scoundrel — reputed to be Elizabeth I’s favourite character — in Robert Icke’s new staging, which repackages the two parts of the original into one bumper evening entitled Player...
...However, Scott Wortley, a lecturer in law at the University of Edinburgh, pointed out that any prosecution should have been launched within a year of the commission of an offence....
...So I think I’m a great S&P 500 tracker fund guy....
...These businesses are benefiting from similar trends that KKR first exploited when Kravis and Roberts founded the group in 1976....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
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