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...A jump in sales at BCG’s AI division also partly offset a slowdown in other parts of the business last year amid a tougher economic backdrop....
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Whatever boost to existing-home supply might happen would be offset by a pop in demand....
...(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?”...
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...There’s a lot of talk about what is going on here. Ethan WuYeah, it’s monopolist. Yeah. It’s been sued. Robert Armstrong(Laughter) Yeah. China. No no, no....
...Every sector of the S&P is up — industrials, consumer staples, et cetera, et cetera. There’s only a few sectors, in fact, that are only up modestly. Most sectors are up like 10 per cent....
...’s the C-suite is making all this dough....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...You’re looking at like a 4 per cent dividend yield on the FTSE 100 nearly versus, you know, 1 per cent on the S&P 500....
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
...Bunzl, Howdens et al are generally smaller than the household names, and smaller companies can grow faster. Bunzl’s revenues, for example, have increased from £2.7bn to £11.8bn over the past 20 years....
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...It isn’t yet obvious this is a bank failure waiting to happen. Disagree? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Cryptocurrency miners are stockpiling near-record amounts of bitcoin, hoping the token will rise in value and offset a drop in new supply that will cut the rewards for verifying deals in half....
...We ran the numbers on just how bad we did and if you had taken the inverse bet to us, if you had bought the inverse Unhedged ETF, you would have been up 40 per cent in 2023, more than double the S&P 500...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...So another way to look at it is by looking at the S&P 500 Equal Weight, which treats all 503 companies in the S&P 500 as equal instead of overweighting Apple and Microsoft or whatever....
...The S&P 500 fell about 1.5 per cent. Meanwhile, UK inflation figures are due out today. [MUSIC PLAYING] Over the past week, Arm’s stock price has gone through some pretty incredible swings....
...Listeners, every time you see a rainbow, there is a Rob Armstrong at the end of it with his pot of low-expense ratio S&P 500 ETFs. [MUSIC PLAYING] (Robert laughs) It’s not a myth. It’s real....
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
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