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...Put another way, in a world where liquidity is everywhere, changes in the money supply don’t signal much about the availability of credit....
...Whatever boost to existing-home supply might happen would be offset by a pop in demand....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...There’s a lot of talk about what is going on here. Ethan WuYeah, it’s monopolist. Yeah. It’s been sued. Robert Armstrong(Laughter) Yeah. China. No no, no....
...’s the C-suite is making all this dough....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...The S&P 1500 — which is a very broad index, covers about 90 per cent of the market capitalisation in the world — more than 1,300 of those stocks are up. So this is a broad rally and a deep rally....
...You’re looking at like a 4 per cent dividend yield on the FTSE 100 nearly versus, you know, 1 per cent on the S&P 500....
...C Sun counts some of the world’s top chip packaging and printed circuit board makers as clients, including ASE Technology, Unimicron, and Nan Ya PCB....
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...You may not have heard, Ethan, but the world is going to hell in a handbasket — a lot of wars. So, you know, they’re a defence and aerospace firm. You know that will help....
...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....
...Cryptocurrency miners are stockpiling near-record amounts of bitcoin, hoping the token will rise in value and offset a drop in new supply that will cut the rewards for verifying deals in half....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...On that basis, S&P 500 Equal Weight, in the past decade, returns have been 10 per cent, which is pretty respectable. Robert ArmstrongKilling the rest of the world. Ethan WuYeah. And that . . ....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...They are a little more understated, preferring the attractions of quality assurance testing, scientific publishing and industrial hose supply....
...Listeners, every time you see a rainbow, there is a Rob Armstrong at the end of it with his pot of low-expense ratio S&P 500 ETFs. [MUSIC PLAYING] (Robert laughs) It’s not a myth. It’s real....
...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....
...As more and more computer capacity is needed, you need more and more low-power chips, so you just start burning all the energy in the world to get all this computer power....
...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....
...Copper’s supply problems going into next year reflect broader concerns about the mining industry’s ability to keep up with a boom in demand as the world turns to green energy, even as the quality of deposits...
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
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