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...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
...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....
...Brian Arthur’s paper “Increasing Returns and the New World of Business”. Arthur makes a distinction between classic production industries, for steel and the like, and knowledge-based industries....
...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....
...industries where output per worker was furthest above trend — especially healthcare — increased wages by more than other industries in 2023 and hired the most workers....
...(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....
...A version of this article was first published by Nikkei Asia on May 1. ©2024 Nikkei Inc. All rights reserved....
...Share your economic prayers with 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’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....
...One good read The natural gas industry in America is absolutely wild....
...Since the banks’ utter inability to understand their own risk-taking nearly crashed the world economy in 2008, society’s basic response has been to pile lots and lots of highly specific rules on to the industry...
...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....
...The Screen Actors Guild followed suit on July 14, closing down any remaining filming on American films and TV around the world....
...But, of course, there’s a reason why it’s widely called Shitibank; the sprawling, gormless Citi has for a v v v very long time proven adept at blithely ambling onto various rakes around the world....
...The world is in the grip of a second space race, this time with many more players, with Russia, India, Japan, China and the US all engaged in lunar projects....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Maybe goods consumption is just higher now There is an enigma at the centre of the US economy: what’s up with goods spending?...
...Send your own observations to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Investing in retail Bed Bath & Beyond declared bankruptcy over the weekend, and it plans to shut down all of its stores. The news was expected....
...The artist and advertising industry legend appeared gaunt and frail....
...Email us your financial ghost stories: robert.armstrong@ft.com and ethan.wu@ft.com....
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