Hints and tips:
...People are spooked about emerging markets, you know, and ever since the Rothschilds, it’s been a cliché that one should buy to the sound of cannons. Well there’s a few cannons. The emerging world....
...If this is the case, then the increase in r is not such bad news, as it comes with an increase in g....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Wu & Armstrong) One good read The Wu affair (no, not that Wu)....
...(Armstrong & Wu) One good read The liberal whisperer....
...Robin Wigglesworth To the head of fixed income at M&G for charity. But the tie was what we really wanted. Alexandra Scaggs The tie discourse I remember but I don’t remember the colour....
...vendez aux clairons” — translated as “Buy on the cannons, sell on the trumpets” I like to think my investment style is an amalgam of all four....
...Robert Armstrong(Laughs) At Princeton. That is not true....
...Email us your ideas: robert.armstrong@ft.com and ethan.wu@ft.com. Opec flexes, markets unimpressed Oil rose more than 6 per cent, to $85, yesterday....
...However, he would be loath to lose some of his current crop such as Aviva, M&G and Taylor Wimpey, as they are “such marvellous tax-free income generators within my Isa”....
...Tired of the “crunchy water” they were finding in London, university friends Sam Cole and Ross Cannon set out to have “Ottolenghi-type salads at Pret A Manger availability and price”, they say....
..., George G.C....
...in which you control a character who can do things like put on clothes, chop down trees, fight dragons, talk to other players, trade with other players, fight other players and set up a giant spinning cannon...
...Email us if you have a better idea: robert.armstrong@ft.com and ethan.wu@ft.com....
...And one smart listen: Unhedged’s Robert Armstrong joins the FT’s Behind the Money podcast to explain why the collapse of Silicon Valley Bank isn’t a repeat of 2008....
...Coinbase boss Brian Armstrong is “just as bullish on crypto as ever” in the wake of the FTX crash, he tells Hannah Murphy over Lunch with the FT....
...(CBS) World Cup It is the final round of group matches today, with Cameroon taking on favourites Brazil and Serbia playing Switzerland in Group G....
...Email us your theories: robert.armstrong@ft.com and ethan.wu@ft.com....
...Any thoughts, email me: robert.armstrong@ft.com More on flows, stock prices, and buybacks (now with maths and charts) I keep thinking about the academic paper I wrote about on Monday, by Xavier Gabaix...
...Email me: robert.armstrong@ft.com Dark days for emerging market investors Developed world investors are anxious. Economic growth is slowing and inflation is annoyingly persistent....
...The group writes that the frameworks must be overhauled and separated by ‘E’, ‘S’, and ‘G’ scores to evaluate a company holistically....
...Robert Armstrong, my wonderful colleague who writes the Unhedged newsletter, thinks so....
...It is probably worth noting what G&P themselves say about technology....
...Email me: robert.armstrong@ft.com Is an excess of rich people, not of middle-aged people, what depresses interest rates?...
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