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Unhedged
Where Tesla departs from the Mag 7 Premium content
...Lumping it in with the Mag 7 was a mistake....
April 3, 2024
Gideon Rachman
Why I still believe in America
...Only belatedly did I recall that this comforting sentiment is the opening line of The Godfather....
January 8, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...I’m a bit sceptical, as I noted in yesterday’s letter, but then I’m a journalist. If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
May 7, 2024
News in-depthNHS England
Does going private hurt the NHS?
...Patients were waiting for almost 7.54mn appointments at the end of March, NHS England data showed on Thursday....
May 10, 2024
Transcript
Transcript: Does factor investing still work?
...Why does it differ from one country to another, and why does it work some years and not in others?...
March 12, 2024
Data visualisation
Big Larry does a chart crime
I think NOT
August 24, 2023
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
Israel-Hamas war
Benjamin Netanyahu admits failures on October 7 but ducks personal responsibility
...Asked if he held himself to account, the prime minister replied: “I hold myself and everyone on this. I think we have to examine how it happened. What was the intelligence failure?...
May 10, 2024
HTSI
But does it work?
...As a strong believer in the placebo effect – if you expect something to make you better, it will – I can’t prove the benefits I experienced were caused directly by the hydrogen, but I am happy to give it...
April 30, 2024
FT Swamp Notes
Does DoJ versus Apple signal a market top? Premium content
...Basically, investors think that the combination of cash on the balance sheet at the Magnificent 7 firms, coupled with the euphoria over AI, is a reason to think that we aren’t in the market bubble of all...
March 25, 2024
FT MagazineRobert Shrimsley
Ask Shrimsley: what does ‘mansplaining’ mean these days?
...I did, obviously, think about asking a woman’s opinion on the subject but then I thought “nah, I can blag my way through this”....
May 3, 2024
House & Home
What does painting houses grey say about our psyche?
...But not everyone appreciates grey the way his target market does....
May 10, 2024
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...I changed my mind because several readers pointed out to me I was making an analytical mistake in how I looked at the Mag 7’s valuation ratios, and once I corrected my error, the numbers look meaningfully...
February 12, 2024
FT CollectionsClimate Exchange
Richard Spinrad: Climate disaster map does not align with political map
...I do tend to show that map of the billion dollar disasters, and it does not align with the political map in any way....
April 22, 2024
UK economy
Tories seize on GDP rebound as they sell recovery to sour electorate
...But economists warned the bounce does not mean the UK has escaped its longer-term, low-growth trap, with GDP per head languishing 0.7 per cent lower than this time last year....
May 10, 2024
Stephen Bush
Does diversity really yield better results? Consider football
...Therefore if I hire people of different ages, genders, ethnicities or faiths, then I am probably more likely to be hiring well than if everyone I hire hails from the same university, faith or background...
April 9, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Economists Exchange
Arthur Laffer: ‘I made a vow that I would never, ever work for a government again’
...I know you think he’s a protectionist. But look at what he does — not at what he says. I’m just telling you, this is a negotiation strategy with him....
May 8, 2024
UnhedgedRobert Armstrong
Does private credit generate excess returns? Premium content
...Nor does the EFW argument imply that no individual private credit manager can generate alpha. The point is simply that private credit does not generate alpha systematically, as an asset class....
April 9, 2024
House & Home
The English Heritage collection that is archiving lost London
...“I forget he’s there because he used to be in a different aisle,” says Johnson. “I’ll come around the corner and it makes me jump every time I see it.”...
April 27, 2024
Israel-Hamas war
‘I went through hell,’ says 85-year-old Israeli hostage freed by Hamas
...“I went through a hell we never thought we could reach,” she said. “I went through a nightmare we couldn’t have imagined.”...
October 24, 2023
Personal Finance
What I wish I’d known before my smartphone was snatched
...But until this happens to you — and I hope it never does — you simply don’t realise how much of your life is on your phone, nor how much hassle and stress its loss can cause....
May 11, 2024
FT MagazineGillian Tett
Why I haven’t given up on idealism yet
...It’s a question I’ve pondered ever since I first entered the organisation’s soaring tower in New York a dozen years ago....
September 20, 2023
The Big Read
So why does it hate him?
...“It’s the worst presidency with regard to energy policy I’ve ever seen — and I’ve been involved in energy for 40 years, my entire career.”...
May 9, 2024
Transcript: Episode 7 — Against the ropes
...When you say terrorist activities does that relate to any particular countries? John doesn’t really answer this so I ask him directly....
December 21, 2023
FirstFT
FirstFT: NYSE canvasses clients for 24/7 trading
...We start the week with a scoop on the growing clamour for a 24/7 New York bourse....
April 22, 2024
Israel-Hamas war
Israel’s head of military intelligence resigns over October 7 attack
...“[On October 7] the intelligence directorate under my command did not fulfil the mission with which we were entrusted. That black day I carry with me ever since, day by day, night by night....
April 22, 2024

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