Hints and tips:
...And during the heyday of the “C” Cisco company that makes like routers and what have you, a lot of people by mistake ended up investing in huge cans of tomato sauce, which is hilarious....
...Email me: ethan.wu@ft.com....
...We did get calls from folks saying, why don’t you own more triple-C’s? And then there would be periods of time where volatility would spike and these triple-C-only managers would blow up....
...Ethan here; Rob is off. Disappointing earnings and gloomy guidance sent Tesla shares down 6 per cent after-hours yesterday....
...The host of Unhedged, Ethan Wu, plus the FT’s US financial commentator Rob Armstrong and markets editor Katie Martin join Michela to traverse topics ranging from the longevity of the Magnificent Seven stocks...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Nearest subway stop is Houston Street Station on the 1 line, but West 4th St (A, C, E, B, D and F lines) is just a short walk away. How much? $20 per person....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Bob Michele When trying to solve bond market mysteries, Unhedged has long depended on the wisdom of Bob Michele....
...If your confidence is at a maximum, lay an opinion on us: robert.armstrong@ft.com and ethan.wu@ft.com. Can the good times last?...
...The FT’s Ethan Wu sits down with the movie’s writers, Rebecca Angelo and Lauren Schuker Blum, to get a behind-the-scenes look at everything that went into the film....
...“Is it true that triple-C firms have interest coverage ratios below 1? Definitely, but that’s always been the case....
...If you’ve looked deep into the bond market’s eyes and seen its soul, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
...Is it A) 27 per cent, B) 48 per cent or C) 95 per cent? Robin Wigglesworth I know they’re up a lot this year, aren’t they, Alex? Alexandra Scaggs Yeah. Yeah, I think....
...High-yield (“junk”) bonds pay 8 per cent, and the lowest-quality triple-C junk yields 13 per cent....
...Write your predictions in the comments, on Twitter (@rbrtrmstrng) or by email: robert.armstrong@ft.com and ethan.wu@ft.com....
...Subscribe to the Unhedged newsletter Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter Read a transcript of this episode on FT.com...
...For Class C offices, the worst kind, refurbishing is too expensive and rent cuts alone won’t stimulate demand, notes Kiran Raichura, property economist at Capital Economics....
...The same is not true at the lower reaches of the credit spectrum, of course, and it is interesting in this context that triple C rated bonds spreads have not rallied to the wild 2021 levels....
...The chances of (c) are impossible to estimate, even granting that Putin looks weaker now....
...On Unhedged, Ethan Wu, Katie Martin and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Bank capital On Monday, the Federal Reserve’s vice-chair for bank supervision, Michael Barr, gave an important speech....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com. Big news: Unhedged is going multimedia....
...It’s also nice to have Ethan back from holiday, so he can argue that I am wrong about crypto. Let us know what’s on your mind: robert.armstrong@ft.com and ethan.wu@ft.com....
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