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...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”....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Send me your sob stories: robert.armstrong@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Now, prices in the industry have gone up because of those hurricanes....
...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....
...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....
...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....
...So the insurance industry has sold more annuities and used the proceeds to buy credit. The final thing is retail....
...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....
...The stories of founder Jack Ma’s run-in with regulators, and of the Chinese Communist party’s wider “techno-authoritarian” crackdown on the tech industry, are well known....
...(Wu & Armstrong) One good read The shock jock of Wall Street research....
...The industries they happened to pick out sounded human....
...to the venture capital industry....
...(Armstrong & Wu) One good read Brian Potter on the unnecessary decline of US Steel....
...Email me your thoughts: robert.armstrong@ft.com. What kind of slowdown is this, anyway? It is no surprise that US economic growth is slowing....
...When you zoom in, it turns out that it’s not industries distancing themselves from other industries. It’s actually firms within industries doing well — so-called superstar firms....
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