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...Ethan WuAnd just to put a finer point on it, the point here is it’s not enough to just look at headline p/e for the UK, headline p/e for the US and say, well, golly, there’s a huge discount here....
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...On a forward P/E basis, the S&P 500’s 2021 (harmonic) average was 23, versus an average of 22 in the past four months and 18 in the past three decades....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...amy.kazmin@ft.com...
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
...Stocks with low P/E ratios relative to their expected growth rates are rare....
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
...The populist Khan’s Pakistan Tehreek-e-Insaf party, meanwhile, has claimed that its candidates were robbed of a majority by vote rigging and vowed to topple any rival coalition, raising the prospect of more...
...If you know which stock will get whacked next, by all means email us at once: robert.armstrong@ft.com and ethan.wu@ft.com....
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Armstrong & Wu) One good read What if US income inequality has not increased?...
...Filippo Grandi UN High Commissioner for Refugees Amy E Pope Director-General, International Organization for Migration Geneva, Switzerland...
...(Armstrong & Wu) One good read A defence of active fund management....
...Send me an email: robert.armstrong@ft.com. Markets and war To start with a brief statement of the obvious, the movements of markets are of trivial importance compared with the value of human life....
...Nvidia’s forward P/E ratio, at 33, is well above the market’s, at 21. Bubble talk is everywhere. But so is the counterpoint that in terms of valuation multiples, Nvidia doesn’t look all that insane....
...Email me: robert.armstrong@ft.com. Bad correlation II: back to school On Friday I wrote about how positive stock-bond correlation has returned since the start of August....
...That is why those interested in the “E” in “ESG” could welcome the findings of a much-cited 2020 study from Patrick Bolton and Marcin Kacperczyk....
...Boyle added there was little change in the high number waiting at least 12 hours for treatment once they arrived at A&E....
...(Armstrong & Wu) One good read The liberal whisperer....
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