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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....
...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....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Microsoft, which has had more legal targets painted on its back than anyone, is the highest-valued corporation in the world....
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...Brian Arthur’s paper “Increasing Returns and the New World of Business”. Arthur makes a distinction between classic production industries, for steel and the like, and knowledge-based industries....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...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....
...One industry analyst described to me yesterday as “Advertisers spend money on Twitter or Pinterest, Snap when something is left over from their budget for spending on Meta”....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...It’s the industry standard. And if Uber does grow very fast and becomes much more profitable, no one will care because there will be plenty of money to go around....
...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....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...I mean maybe that exists in all industries, but I think because the fashion industry is kind of more interesting, like . . . Robert Armstrong Let me introduce you to some bankers some time, Jo....
...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....
...MA has been the industry’s growth area....
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Send me your sob stories: robert.armstrong@ft.com....
...industries where output per worker was furthest above trend — especially healthcare — increased wages by more than other industries in 2023 and hired the most workers....
...But it really is quite an eye-opener into how a big hedge fund can get big ideas about itself, and it can look extremely strange to the outside world. Robert Armstrong I’m gonna recommend two books....
...Now, prices in the industry have gone up because of those hurricanes....
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