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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....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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....
...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....
...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: 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....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email me: robert.armstrong@ft.com UK stocks While this newsletter is, by mandate, focused on US, we do take regular excursions abroad, either because international markets throw light on the US or simply...
...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....
...In January, the International Energy Agency was projecting a “substantial surplus” of oil supply....
...You have to be willing to withstand a lot of international censure. North Korea, of course, is in a category unto itself....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...Armstrong here, back after a week in California....
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...(Wu & Armstrong) One good read The shock jock of Wall Street research....
...Ten years ago, I was a huge believer in international diversification. Subsequent experience has drained a lot of that confidence away....
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