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Unhedged
Berkshire’s next move Premium content
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
May 8, 2024
Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
May 7, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Investments
Behold, the Basquiat bond
Breaking down Sotheby’s foray into art-backed securities
April 12, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
March 28, 2024
Unhedged
What’s wrong with Apple? Premium content
...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....
April 2, 2024
Unhedged
Inflation is not going quietly Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. CPI: stuck If three data points make a trend, then US inflation looks stuck at 3 per cent....
April 11, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
April 3, 2024
Unhedged
Quantitative tightening is easy Premium content
...It’s really only the last point that gives us serious pause, but we are keen to hear what readers think: robert.armstrong@ft.com and ethan.wu@ft.com....
March 4, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
February 28, 2024
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
March 27, 2024
Unhedged
NYCB won’t be the last rates accident Premium content
...Email us about anything else: robert.armstrong@ft.com and ethan.wu@ft.com. NYCB gets worse It is a sign of our times that a pretty big US bank is in deep crisis and nobody much cares....
March 6, 2024
Unhedged
It’s much more than just a tech rally Premium content
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
February 27, 2024
Unhedged
Is Uber’s buyback a good idea? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Uber’s buyback a good idea? Yesterday Uber announced a $7bn buyback authorisation as part of a larger investor update....
February 15, 2024
Unhedged
The Magnificent 7 value trade Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Mag 7 value trade Market pundits often talk about the Magnificent Seven big tech stocks as a homogeneous entity. This is a mistake....
January 30, 2024
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
February 5, 2024
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberSingapore
UnhedgedRobert Armstrong
Is the rally over? Premium content
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
January 22, 2024
Unhedged
Everyone calm down about CPI Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Reserving judgment on inflation Markets took yesterday’s hotter-than-expected CPI inflation report hard....
February 14, 2024
Unhedged
What Big Tech antitrust gets wrong Premium content
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
January 19, 2024
UnhedgedRobert Armstrong
The cooling labour market is still warm enough Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Lex column has a new editor, Unhedged’s pal Helen Thomas. This is big news; the job is only given to transcendent geniuses....
January 8, 2024
Unhedged podcast17 min listen
Wall Street bets on Reddit
Can the social media platform’s text-based, user-generated boards thrive in the public markets?
March 28, 2024
Unhedged
A bad idea from Finra Premium content
...But feel free to email us anytime: robert.armstrong@ft.com and ethan.wu@ft.com. Past performance, future results, and all that So here’s a bad idea....
November 22, 2023
ReviewTelevision
Turning Point: The Bomb and the Cold War — new Netflix documentary takes the baton from Oppenheimer
...His new Netflix documentary traces how Robert Oppenheimer’s split atom led to the bifurcation of the world and has kept us all on the precipice of catastrophe for the past 80 years....
March 13, 2024
Unhedged
Anatomy of a slowdown Premium content
...Email me your thoughts: robert.armstrong@ft.com. What kind of slowdown is this, anyway? It is no surprise that US economic growth is slowing....
November 20, 2023
Unhedged
Japan is changing, slowly Premium content
...Share your economic prayers with us: robert.armstrong@ft.com and ethan.wu@ft.com....
November 1, 2023
Unhedged
Top-heavy markets are normal Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
October 26, 2023

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