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...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...The analyst consensus has S&P 500 EPS rising just 3 per cent year on year in the first quarter....
...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....
...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....
...On a forward P/E basis, the S&P 500’s 2021 (harmonic) average was 23, versus an average of 22 in the past four months and 18 in the past three decades....
...(Robert laughs) So the S&P is up about 10 per cent this year. Some of the Mag Seven are up even more. Nvidia up almost 100 per cent, Microsoft chugging along, Alphabet....
...We’re still living in interesting times. One good read American big-box store sells lots and lots of small bits of metal....
...In the four months since then, the S&P 500 has risen 24 per cent. The Mag 7 is up 29 per cent (when cap-weighted, like the S&P) better than the index, but not in a different universe....
...We’re gonna talk about how that’s going on in the US but also in Europe and Japan. What’s pushed this over the line is that you weren’t here. (Laughter) Robert ArmstrongBenign neglect....
...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....
...(Robert laughs) We’re not there yet. All right, Rob, we’ll be back in a moment with Long/Short. [MUSIC PLAYING] Welcome back....
...His buyout of Sotheby’s was funded with billions of dollars in loans that were initially also secured on shares in key companies in his Altice telecoms empire (he then re-negotiated the terms to have this...
...Listeners, if you’re interested, if you’re in New York and you wanna go to the Brooklyn Botanical Garden, they have an excellent cherry tracker that lets you know just how in bloom the cherry blossoms are...
...because we’re interested....
...Assume, then, that TMTG’s weighted average cost of capital falls from more than 20 per cent to 5-6 per cent, the S&P 500’s average WACC. Even then, we’re only at $51....
...“You’re locked into a programme which is very, very difficult to get out of,” said Curtis....
...So far this week, the S&P 500 is off 2 per cent. More Federal Reserve officials are putting zero rate cuts in 2024 on the table....
...Robert ArmstrongThe biggest companies. Ethan WuYeah. On that basis, S&P 500 Equal Weight, in the past decade, returns have been 10 per cent, which is pretty respectable....
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
...So when I look at the S&P 500, I don’t enforce a theory or a hypothesis. I just see what rate of return is, given what you paid and what you get in cash flows....
...I am unconvinced that Reform UK are actually interested in . . . Robert ShrimsleyAre you implying they’re not serious, Miranda? Miranda GreenI am....
...“There it is, you’re caught . . ....
...I don’t like it, but I do believe in it. I am long crypto money laundering. Robert ArmstrongYes. You’re gonna be a rich man, Josh. Tell me how you’re gonna do it....
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
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