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...But a video posted on an Iranian army-linked Telegram channel last month, in English, described the vessel as a “floating armoury” and insisted it had a role in combating piracy....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...As Louvet puts it, these shows are like movies because Ralph Lauren creates all-encompassing worlds, much like film directors Martin Scorsese and Steven Spielberg do....
...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....
...“Part of the reason for the excitement is that it’s going over a populated area,” said Robert Massey, deputy executive director of the UK Royal Astronomical Society, who worked as an eclipse tour guide in...
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Traditionally, oil prices go up a lot and stock markets go down a lot. Back in the 1973-74 Middle East crisis, in association with an Opec embargo, oil rose 300 per cent. The S&P 500 index halved....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Steven Kelly of the Yale Program on Financial Stability thinks a sale is the best solution....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Katie MartinAlso, I don’t think I’ve ever seen a picture of him wearing a gilet. Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...It isn’t yet obvious this is a bank failure waiting to happen. Disagree? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...But all anyone in our business could talk about was whether a new journalism model was taking root. Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Robert laughs) So the S&P is up about 10 per cent this year. Some of the Mag Seven are up even more. Nvidia up almost 100 per cent, Microsoft chugging along, Alphabet....
...So most of the analysts have a buy rating. There are few holds and sells. But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
...Unhedged’s record as a contrarian indicator remains spotless. We are off tomorrow for Easter. But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Probably this just a meaningless short-term blip. But Unhedged finds itself thinking about the phrase “maybe no rate cuts this year” quite a lot. Do you? Email me: robert.armstrong@ft.com....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
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