Hints and tips:
...(Ethan Wu) One good read One problem with US politics: losing elections is too pleasant....
...Amazon and Nvidia are less secure but still enjoy deep competitive moats in their niches (retail platform data and logistics and class-of-their-own AI chips)....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
...(Ethan Wu) One good read Is it possible that Ron DeSantis ran the worst campaign ever?...
...If you know, enlighten us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Herb Allen, the president of Allen & Co, the PGA Tour’s adviser, is set to tee off on Pebble Beach on Thursday morning....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Retail week, part I: Home Depot (and the retail sales report) The first leg of this week’s Home Depot/Target/Walmart results trifecta is in....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Risk on! In the past few weeks, investors’ attitude towards the 2023 rally has flipped from disdain to admiration....
...(Ethan Wu) One good read A very big number....
...Ethan Brown, founder and chief executive of sector leader Beyond Meat, said that between 2020 and 2022, the percentage of US consumers who believed plant-based meats were healthy dropped from 50 to 38....
...Because of the Allen sale, Christie’s had the greatest fall at auction, of 30 per cent....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Maybe goods consumption is just higher now There is an enigma at the centre of the US economy: what’s up with goods spending?...
...Allen & Co, the PGA Tour’s investment banker, formally opened the bid process starting last Friday....
...Marcus Allen, founder, The Society Archive There’s a great place here in New York called Stock Vintage that has a lot of Big Mac flannels and shirts from the ’50s and ’60s....
...Retail sales and industrial production have fallen for two consecutive months, and forward-looking manufacturing surveys are gloomy....
...(Ethan Wu) One good read The clown show clowns on....
...Here are the five shorts, with their returns: Comerica Inc (a highly rate-sensitive regional bank): -32 per cent Infineon Technologies (chips, Germany): -21 per cent News Corp (digital and print media...
...Ethan Brown, Beyond Meat’s chief executive, said the company was making “progress on margin recovery and operating expense reduction, and continued inventory drawdown”....
...Ethan Wu, wunderkind Evan Osnos masterfully captures the ennui among China’s professional class....
...Send your own observations to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com. Buffett, TSMC and Taiwan risk Berkshire Hathaway has a patchy record as a tech investor....
...Did you know that young starlet Maya Hawke is the daughter of Ethan Hawke and Uma Thurman?...
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com. Inflation, cooler, but mostly the same The stock market doesn’t rise 6 per cent in a day for no reason....
...The difficulty of selling software in China was partly behind Allen Liu’s decision to target foreign customers with his company’s foray into Software as a Service (SaaS)....
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