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...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...’s the C-suite is making all this dough....
...Every sector of the S&P is up — industrials, consumer staples, et cetera, et cetera. There’s only a few sectors, in fact, that are only up modestly. Most sectors are up like 10 per cent....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...You’re looking at like a 4 per cent dividend yield on the FTSE 100 nearly versus, you know, 1 per cent on the S&P 500....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
...It isn’t yet obvious this is a bank failure waiting to happen. Disagree? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...We ran the numbers on just how bad we did and if you had taken the inverse bet to us, if you had bought the inverse Unhedged ETF, you would have been up 40 per cent in 2023, more than double the S&P 500...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...Unhedged’s record as a contrarian indicator remains spotless. We are off tomorrow for Easter. But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...Former US vice-president Al Gore followed up this summer by lambasting Jaber’s “blatant conflict of interest” in a widely viewed TED talk....
...Al-Hussainy argues that as long as they can hang on through the volatility in spreads, investors who stay near the investment-grade line in a diversified portfolio of corporate bonds are highly unlikely...
...So another way to look at it is by looking at the S&P 500 Equal Weight, which treats all 503 companies in the S&P 500 as equal instead of overweighting Apple and Microsoft or whatever....
...The S&P 500 fell about 1.5 per cent. Meanwhile, UK inflation figures are due out today. [MUSIC PLAYING] Over the past week, Arm’s stock price has gone through some pretty incredible swings....
...Listeners, every time you see a rainbow, there is a Rob Armstrong at the end of it with his pot of low-expense ratio S&P 500 ETFs. [MUSIC PLAYING] (Robert laughs) It’s not a myth. It’s real....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...Supply is the key term here, the prosaic way to understand this, I think the correct way to understand this in terms of supply and demand....
...If you’ve been under a rock, here’s the latest via the Borg: Lyft Inc....
...Machin’s “M&S Reshaped” strategy, including cost cutting and streamlining supply chains, has already produced results....
...“Only two months ago, expectations for 2024’s copper market were decidedly downbeat,” said Colin Hamilton, managing director of commodities research at BMO....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
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