Hints and tips:
...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....
...Microsoft, which has had more legal targets painted on its back than anyone, is the highest-valued corporation in the world....
...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....
...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....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...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....
...Armstrong here, back after a week in California....
...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....
...(Wu & Armstrong) One good read The shock jock of Wall Street research....
...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....
...Share your economic prayers with us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Armstrong & Wu) One good read China’s social contract has fractured....
...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....
...If you have the long pharma/short junk food pair trade on, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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....
...Send us a prediction: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. More good inflation news Fewer wild price swings makes inflation forecasting easier....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Nvidia 2023 = Cisco 2000?...
...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....
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