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...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...Send me your thoughts: robert.armstrong@ft.com. Can spreads ever be too tight? To the extent that markets people are worried about an overheated market, their concerns are focused on US stocks....
...Email me: robert.armstrong@ft.com. Friday interview: Aswath Damodaran Professor Aswath Damodaran of New York University is probably the world’s pre-eminent academic expert on equity valuation....
...Send other reasons to be cheerful: robert.armstrong@ft.com. Rates will matter again before long The market doesn’t seem to care much about interest rates right now....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Send me your sob stories: robert.armstrong@ft.com....
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
...(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?”...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
...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....
...I’m reporter Ethan Wu here in the New York studio, joined by supercompany analyst Robert Armstrong. Robert ArmstrongI think of myself as a supercompany, period. Supercompany Rob Armstrong....
...Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter Find out about our latest stories first — follow @financialtimesfashion on Instagram — and subscribe to our podcast...
...This is an audio transcript of the Unhedged podcast episode: ‘How not to pick stocks’ [MUSIC PLAYING] Ethan WuEvery year on the Unhedged newsletter, myself and Robert Armstrong, we pick stocks and in 2022...
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...We have the FT’s Rob Armstrong here to help us process all this information. Hi, Rob. Rob ArmstrongHey, how are you? Marc FilippinoI’m good, Rob. Did you like that pun?...
...Robert Armstrong(Laughter) Oh, Miami. That’s another question. Ethan WuAll right, Rob, thanks for being here. We’ll have you back soon....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Can Boeing come back? Boeing reports earnings this morning, and it’s going to be interesting....
...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....
...Be careful out there, and email us: robert.armstrong@ft.com and ethan.wu@ft.com. A frozen spring for US housing The US economy continues to beat expectations and risk assets are doing great....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Arm really an AI stock? It’s been a big week for the chip designer Arm Holdings....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...If you have a better plan, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday interview: Adam Posen Adam Posen is president of the Peterson Institute for International Economics....
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