Hints and tips:
...Ethan WuYeah....
...In the meantime, email me: ethan.wu@ft.com. Friday interview: Armen Panossian Credit markets are booming....
...Email us about something else: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Ethan Wu) One good read Raging Bill....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...(Ethan Wu) One good read The secret to making good market calls is not making too many of them, writes Howard Marks. As they say in baseball: wait for the fat pitches....
...Howard Marks would like the financial press to ditch these sorts of not-always-meaningful calendar comparisons. Should we? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Ethan Wu) Fin de siècle or just a cycle, revisited (with Howard Marks) Some months ago Unhedged posed this question: After this period of acute inflation ends, will we return to something like the pre-pandemic...
...Email me: ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com....
...A recession or slowdown could bring them down further still (data courtesy of S&P’s Howard Silverblatt): Must margins necessarily mean-revert?...
...One good read Howard Marks on markets’ sea change....
...Ethan Ilzetzki: Yes, baring any new surprises, although it depends on how you define winning the fight....
...Ethan here; Rob’s off reeling in a big catch, hopefully. Monday was a brutal day in Ukraine. The latest reports are that Russia is shelling cities as civilians evacuate....
...One good read Howard Marks sums up his case against forecasting....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Earnings season so far Before getting to the gory details, some context. Earnings growth is cyclical....
...Email your thoughts to me at robert.armstrong@ft.com or to Ethan at ethan.wu@ft.com Too-happy holidays I’m not really sure what makes the market go up or down, which is embarrassing, because I have been...
...In the meantime, send us an email: robert.armstrong@ft.com or ethan.wu@ft.com The Fed: there is nothing to read between the lines Jay Powell’s Fed is nothing if not transparent....
...Ethan Ilzetzki: It is difficult to forecast one quarter, let alone one year, ahead....
...However, it can also be a red flag, as Howard Schilit explained in his famous book Financial Shenanigans: Sometimes a company will stock up on inventory heading into a period of expected increased demand...
...Woody Allen, Joel and Ethan Coen and Quentin Tarantino are justly famous for their clever, witty scripts, which also sell well as published screenplays....
...Ethan Ilzetzki: The UK will not become a “high wage, high productivity” economy in a year....
...Ethan Ilzetzki: Monetary policy is about as loose as it can be....
...Meanwhile, the Howard Hughes Corporation continues its redevelopment of Manhattan’s South Street Seaport....
...Ethan Ilzetzki: Keep the course. Michael Jacobs: Nothing on interest rates or QE....
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