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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....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...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....
...We try our hand at an answer below, but do chime in: robert.armstrong@ft.com and ethan.wu@ft.com. A flat market On or around March 20, the stock market stopped rising and started moving sideways....
...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....
...Real estate and energy were enormous winners in 2021, thanks to low interest rates and surging energy prices. Almost the opposite applies today....
...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....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...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....
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...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: 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....
...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. Increasing returns I used to think competition was a stronger economic force than it really is....
...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....
...Arm chips are known as chips that use less energy than chips with competing designs....
...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. Is Arm really an AI stock? It’s been a big week for the chip designer Arm Holdings....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
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