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Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
April 15, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
UnhedgedRobert Armstrong
JPMorgan’s increasing returns Premium content
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
March 11, 2024
Robert Armstrong
2023, the year of the incompetent fraud
...Wherever possible lies should be told about classes of people (Republicans, elites, big business, the media, et al) not specific individuals....
December 22, 2023
Unhedged
The Fed calls the top Premium content
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
December 14, 2023
Unhedged
Banks and the soft landing Premium content
...The riskiest, most beat-up members of the group (KeyCorp, Comerica, Zions, Western Alliance et al) rose the most....
November 16, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Unhedged
US growth is good, but less good Premium content
...al)....
October 4, 2023
UnhedgedRobert Armstrong
Inflation’s descent will be hard, too Premium content
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
June 14, 2023
UnhedgedRobert Armstrong
First Republic’s dilemma Premium content
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
April 26, 2023
UnhedgedRobert Armstrong
The market is up — narrowly Premium content
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
April 19, 2023
UnhedgedRobert Armstrong
Banks: quickly, then slowly Premium content
...To put it more simply: Jiang et al argue there are $2.2tn in mark-to-market losses out there, and there is only $2.2tn in equity in the US banking system....
March 24, 2023
UnhedgedRobert Armstrong
Techs good, transports bad Premium content
...But as Steven Kelly of the Yale Program on Financial Stability pointed out to me, Yellen et al will need the goodwill of the big banks should some other bank or banks get into trouble....
April 28, 2023
UnhedgedRobert Armstrong
Opec isn’t scaring anyone
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
April 4, 2023
UnhedgedRobert Armstrong
Risk on, economy off Premium content
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
January 25, 2023
UnhedgedUS economy
US consumers are still riding high Premium content
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
February 1, 2023
FT Live
Global Wealth Management Summit
Recalibrating business for multi-generational private clients
Wednesday, 6 November222 Marylebone Road, London NW1 6JQ, United Kingdom
UnhedgedRobert Armstrong
The SEC should not touch crypto Premium content
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
December 9, 2022
Unhedged
Don’t regulate crypto as finance Premium content
...Email me: robert.armstrong@ft.com....
November 22, 2022
Unhedged
Growth does not persist Premium content
...But even in the face of this poignant example, the Chan et al/Verdad view is very hard for a person like me to accept....
October 27, 2022
Fashion
Why tapestry’s rich traditions are winning over designers
...The resurgence of tapestry can be attributed to a renewed interest in traditional crafts, says fashion historian and co-curator of the V&A’s recent Fashioning Masculinities exhibition, Marta Franceschini...
February 3, 2023
UnhedgedRobert Armstrong
Recession, inflation or both? Premium content
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
June 14, 2022
UnhedgedRobert Armstrong
Readers see a recession Premium content
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
June 8, 2022
UnhedgedRobert Armstrong
Credit parties on
...Surely Zuck et al can make money — serious money — out of messaging software with two billion users. I disagree on the Metaverse, though. It is not “free”....
February 10, 2022
UnhedgedEthan Wu
Gary Gensler’s big dreams Premium content
...Whatever you might think of Robinhood et al, retail investors do appear to value their services. You can’t ignore the regulatory politics either....
July 25, 2022
News in-depthInvestments
How retail investors can navigate the rough terrain of US equities
...Small caps tend to be more volatile than blue-chip stocks both on the way up and down — and could be big medium-term winners if Kolanovic et al are right....
July 8, 2022
UnhedgedRobert Armstrong
Bank stocks as bellwethers Premium content
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
September 24, 2021

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