Hints and tips:
...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....
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
...(Armstrong & Wu) One good read A defence of active fund management....
...Sound of car falling off cliff and crashing on the ground. Ethan WuAnd more broadly than Pulte, homebuilder stocks in general were one of the big trades of 2023....
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
...Arnott: I found the controversy kind of funny because I think Cliff and I agree on most things....
...We’re keen to hear your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Unhedged: the Biden balance sheet The direct impact of US politics on markets and the economy is often exaggerated....
...Tell us what we should be writing about: robert.armstrong@ft.com and ethan.wu@ft.com....
...And Cliff’s point is, notice how much and how drastically those narratives can change....
...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....
...“Someone described Ben Roberts-Smith to me as the Lance Armstrong of the Australian military. I think we must now take that as truth.”...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Gilts Here’s a chart: UK 10-year inflation-linked gilt yields rose 64 basis points yesterday, hitting 1.24 per cent....
...That said, earnings do not appear set to fall off a cliff....
...And I hope you’ll reconsider that before you drive this economy off a cliff. How many politicians will be saying something similar in six months, if we are at 5 and 5?...
...Let us know: robert.armstrong@ft.com and ethan.wu@ft.com. Is the Fed kicking an economy that’s already down? Yesterday markets sent an unambiguous signal....
...One good read If you have not had enough criticism of private equity, here is an oldie but a goodie from Cliff Asness of AQR Capital Management....
...On Rock Creek, we floated beneath lovely red cliffs and an eagle’s nest the size of a piano. I caught a cut-throat, which looked even more golden pink on a grey day....
...Robert Armstrong FT US financial commentator Starting a family? Remember this phrase: “It’s not a vacation; it’s a family trip.”...
...Email us: Robert.Armstrong@ft.com and Ethan.Wu@ft.com. House price inflation One of the worrisome things in last week’s inflation report was a tick up in rent....
...From the God’s eye vantage of space, Neil Armstrong is said to have mistaken the Salar for an icefield....
...Go deeper: Robert Armstrong has been looking at rising prices in the US in his Unhedged column this week....
...Why The property is in one of the most attractive cliff-fronted areas of the southern California coast, with ocean views and direct access to the beach....
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