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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
Valuing Reddit, take 2 Premium content
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
March 28, 2024
FT Live
Evolving retirement strategies in an ever-changing world
What new regulatory developments mean for IFAs
Tuesday, 30 April1 Friday Street, London
Unhedged
Inflation is not going quietly Premium content
...Microsoft, which has had more legal targets painted on its back than anyone, is the highest-valued corporation in the world....
April 11, 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
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
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
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
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
The Magnificent 7 value trade Premium content
...Armstrong here, back after a week in California....
January 30, 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
A bad idea from Finra Premium content
...(Wu & Armstrong) One good read The shock jock of Wall Street research....
November 22, 2023
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
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
It’s a good time to be Rick Rieder Premium content
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
December 1, 2023
Unhedged
It ain’t over till it’s over Premium content
...(Armstrong & Wu) One good read China’s social contract has fractured....
November 3, 2023
Unhedged
Instacart is hard to value Premium content
...If you’ve got an esoteric investment with high-dividend yields that we should write about, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
September 12, 2023
Unhedged
Bank stocks’ problem isn’t just rates Premium content
...If you have the long pharma/short junk food pair trade on, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
October 6, 2023
Unhedged
The Murdoch discount Premium content
...If you think this is a buy signal, email me: robert.armstrong@ft.com. Starboard vs News Corp Wall Street has an undeserved reputation for cynicism....
October 17, 2023
UnhedgedRobert Armstrong
Berkshire Hathaway: lucky or good? Premium content
...Email me your guess: robert.armstrong@ft.com. Berkshire Hathaway: lucky or good? Berkshire Hathaway released its second-quarter report over the weekend, and there wasn’t loads of news in it....
August 7, 2023
Unhedged
Why Buffett likes homebuilders Premium content
...Send us a prediction: robert.armstrong@ft.com and ethan.wu@ft.com....
August 16, 2023
Unhedged
Core inflation stays down Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. More good inflation news Fewer wild price swings makes inflation forecasting easier....
August 11, 2023
UnhedgedRobert Armstrong
Nvidia circa 2023, Cisco circa 2000 Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Nvidia 2023 = Cisco 2000?...
August 14, 2023
Unhedged
Amazon vs Apple Premium content
...Email me: robert.armstrong@ft.com. Amazon vs Apple This is interesting: That’s the relative performance of Amazon and Apple since the beginning of 2015....
August 4, 2023

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