Hints and tips:
...The comments from Alan Armstrong, Williams’s chief executive, run counter to climate policies that aim to squeeze fossil fuels such as natural gas out of US power grids....
...JD Power surveys of shopper consideration don’t show any big drop-off in consumer desire to buy EVs....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...But the company can protect returns because it never seems to lose pricing power....
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong is the FT’s US financial commentator Follow FTWeekend on Instagram and X, and subscribe to our podcast Life and Art wherever you listen...
...If you think this is a buy signal, email me: robert.armstrong@ft.com. Starboard vs News Corp Wall Street has an undeserved reputation for cynicism....
...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....
...I am ready for the mindless artificial intelligence hype to end . . . and be replaced by mindless fusion power hype!...
...For the rally to power higher, global asset managers need to increase the size of their Japan allocations, which are tiny....
...That implies something like $150bn per year in additional spending power for the bottom half....
...Email us your financial ghost stories: robert.armstrong@ft.com and ethan.wu@ft.com....
...Relieve our confusion: robert.armstrong@ft.com and ethan.wu@ft.com. The FIS mess, part 2 The story of FIS-Worldpay, a $43bn deal that is being reversed after just four years, is important....
...Let us know what you expect: robert.armstrong@ft.com and ethan.wu@ft.com....
...Our mainFT colleague Madison Darbyshire wrote an excellent summary of Schwab’s woes here, which Unhedged’s Rob Armstrong riffed upon with aplomb here....
...This month, Senate Democrats and Republicans introduced a White House-backed bill that would give the administration powers to ban Chinese apps that pose security threats, including TikTok....
...Nike with Tiger Woods and Lance Armstrong. Pepsi with Michael Jackson, Mike Tyson and Madonna (you might recall the furore over her “Like a Prayer” video)....
...Its railroad business (perhaps 15 per cent of the company’s value) is a pseudo-monopoly with terrific pricing power....
...The company claims its iron-air batteries can feed power into the grid for 100 consecutive hours....
...Email me robert.armstrong@ft.com What is the right price to pay for a company you’ll never own?...
...“The issue is permitting,” said Alan Armstrong, chief executive of the Williams pipeline group. Others echoed his complaint about onerous federal rules....
...Shuli Ren summed it up neatly in a column in Bloomberg (emphasis mine): [The CCP is ] reining in the power of its tech titans and boosting start-ups; protecting social equality; and making sure the cost...
...But the question of what Soho House (aka Membership Collective Group Inc) might be worth is especially interesting....
...(My colleague Rob Armstrong in New York has some good advice on how to wear trainers as a middle-aged man.)...
...Robert Armstrong is the FT’s US financial editor....
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