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...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...One industry analyst described to me yesterday as “Advertisers spend money on Twitter or Pinterest, Snap when something is left over from their budget for spending on Meta”....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...I mean maybe that exists in all industries, but I think because the fashion industry is kind of more interesting, like . . . Robert Armstrong Let me introduce you to some bankers some time, Jo....
...Send me your sob stories: robert.armstrong@ft.com....
...But it really is quite an eye-opener into how a big hedge fund can get big ideas about itself, and it can look extremely strange to the outside world. Robert Armstrong I’m gonna recommend two books....
...Now, prices in the industry have gone up because of those hurricanes....
...However, I’m kind of long the insurance industry, specifically kind of property casualty insurance industry. Now, everybody hates on this industry a little bit because, you know, the doomers, again....
...Not just for China’s own sake — for the sake of poverty reduction and employment generation — but also for the rest of the world....
...So the insurance industry has sold more annuities and used the proceeds to buy credit. The final thing is retail....
...Brian Arthur’s paper “Increasing Returns and the New World of Business”. Arthur makes a distinction between classic production industries, for steel and the like, and knowledge-based industries....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Can Boeing come back? Boeing reports earnings this morning, and it’s going to be interesting....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Fed can afford to wait Inflation is down and unemployment remains low; markets need something new to worry about....
...And, the world being what it is right now, having exposure to the defence industry doesn’t seem like a terrible idea. One note: GD reports fourth-quarter earnings tomorrow....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Reserving judgment on inflation Markets took yesterday’s hotter-than-expected CPI inflation report hard....
...industries where output per worker was furthest above trend — especially healthcare — increased wages by more than other industries in 2023 and hired the most workers....
...They’re in the same industry. Ethan WuIs UBS one of them? Robert Armstrong(Makes buzzer sound) Katie, got a guess? S&P 500. UBS isn’t even in the S&P 500....
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