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...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Below is a small representative group that, just on the numbers, caught my eye....
...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....
...(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?”...
...And Cigna is the cheapest of the group. It’s the cheapest of the group however, interestingly, because it is not involved in government health insurance. It’s not involved in Medicare Advantage....
...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. Japan equities: what recession?...
...But you can email us anytime: robert.armstrong@ft.com and ethan.wu@ft.com....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...Email us: robert.Armstrong@ft.com and ethan.wu@ft.com....
...Katie MartinRob Armstrong over there in New York....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. American exceptionalism My personal stock portfolio, which is made up entirely of index products, is 75 per cent US equities....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
...Email us about something else: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter...
...(Wu & Armstrong) One good read China’s mosques....
...Let us know your mood: robert.armstrong@ft.com and ethan.wu@ft.com. Bears facing extinction?...
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
...(Wu & Armstrong) One good read The shock jock of Wall Street research....
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How far quantitative tightening can go If the market is to be believed, the Fed’s rate increases are done, or very nearly so....
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