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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....
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...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....
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...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....
...It’s just that the timing of profits is a little tricky in the transition....
...Ethan WuWhen you reach critical mass, you have leverage because network effects to make the user experience a little bit worse . . . Robert ArmstrongBut more profitable....
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...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...“There’s a lot of interest in little wins.”...
...Some of these bonds are trading at little over 70 pence in the pound, as investors have grown more nervous about the potential for deep impairments....
...Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there. [MUSIC PLAYING] Katie MartinYou heard it here first, folks....
...Having been introduced on Tuesday as Robert Kennedy Jr’s running mate, Shanahan’s life will now be turned inside out. RFK’s third-party candidacy could split the vote in key swing states....
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...You wanna tell us a little bit about that and what it means? Joshua OliverYeah, absolutely....
...It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
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