Hints and tips:
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...Robert A J MatthewsDidcot, Oxfordshire, UK...
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...“I think that people have also not forgotten the missed opportunity of a political alternative that was meant to bring stability and security to Slovakia.”...
...Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...I think they have missed the impact of US shale. Whenever geopolitics heats up, the first place I look is the energy markets. Traditionally, oil prices go up a lot and stock markets go down a lot....
...Perhaps a reader can explain how things have changed: robert.armstrong@ft.com....
...Lucy FisherAnd Robert Shrimsley. Robert ShrimsleyHi, Lucy....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...The damage was much the most serious inflicted in an attack by the Houthis, whose weapons have mostly either missed targeted ships or inflicted only minor damage....
...And on the other end of the line, all the way from New York, which I missed dearly, one financial commentator, Robert Armstrong. Robert ArmstrongWhat are you looking at right now?...
...Robert ShrimsleyJust the way you wrote it, Jim. (Jim laughs) You just missed the story. Jim PickardYeah, I know. I genuinely think that the media didn’t do enough on this story at the time....
...Have I missed any? I think I got most of them, anyway. These stocks are very expensive indeed. So that’s your point about perfection being difficult....
...A narrow car might well have missed the handset....
...If investors pulled out of equities as a result of this backward-looking valuation, they would have missed one of the strongest bull markets in history....
...Follow Robert @robertshrimsley and email him at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
...Robert Shrimsley’s piece on the crisis in higher education (Opinion, January 18) summarises the financial challenges facing universities in England well....
...Still, if you’ve a bull case to tout, or if we’ve missed something horribly obvious, let us know....
...I would also ask, were there other clues out there that we somehow missed that would have told us about a softening consumer? Ethan WuYeah. Did we misread the data? I don’t think so....
...It could also help raise standards: in recent years auditors have missed serious financial problems that have caused the collapse of businesses including outsourcer Carillion, retailer BHS and café chain...
...This point has often been missed in recent discussions, which assume that in a higher-inflation, higher-rate regime, bonds must always be a poor diversifier....
...That’s what we missed: how the policy response to the regional banking crisis stabilised the banking system, which allowed a pretty sharp V-shaped recovery....
...Google Cloud sales, despite growing 22 per cent, missed analyst expectations by 3 per cent, while Microsoft’s Intelligent Cloud beat expectations by 3 per cent....
...Let us know what you are watching and why: robert.armstrong@ft.com and ethan.wu@ft.com. Staples stocks as bond substitutes Sometimes I overthink things....
...(In case you missed it, Rob, Ethan and Alphaville’s Alexandra Scaggs talked about this on the Unhedged podcast the other week.)...
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