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...The S&P BSE small-cap index is down 4.9 per cent month to date....
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Safer than just being in the S&P? Robert ArmstrongSafer than the market. But it’s not clear what he means by that....
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...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....
...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....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...Meanwhile, email me: robert.armstrong@ft.com. The Fed is stuck, and so are stocks I won’t flatter myself with the notion that Unhedged is its readers only source of financial news....
...Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...“These actions are a departure from the historically nominal financial penalties imposed for breaches,” according to S&P....
...The S&P 500 recorded its worst two-day streak on Friday and Monday since the regional banking crisis in March 2023....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...The S&P 500 index halved. Around the Gulf war of 1990, oil doubled while the S&P 500 fell almost 20 per cent. Over time, the price moves have become less severe....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...The ship’s liability insurance is provided in the first instance by Britannia P&I, part of a global group of liability insurers that share their losses between themselves and $3bn worth of reinsurance....
...It has led to S&P, Moody’s, all these guys are sort of freaking out about this....
...So I think I’m a great S&P 500 tracker fund guy....
...Chris Marinac of Janney Montgomery Scott argues that the bank’s problems are “solvable”, though it will take time....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
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