Hints and tips:
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...Citi’s global autos team tells one sanguine story: We believe Tesla likely hit natural growth saturation points . . . we [also] believe Tesla’s Model 3/Y also experienced product age headwinds....
...You can email Ethan at ethan.wu@ft.com. Read a transcript of this episode on FT.com...
...Ethan Wu(Laughter) Most important....
...Help us replenish it: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Wu & Armstrong) One good read The shock jock of Wall Street research....
...This one does, led by the Jenůfa of Jennifer Davis, tirelessly sung and living the role at every moment....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Interrogating the yield curve Yesterday we wrote that “we do not like to bet against the three-month/10-year yield curve”....
...What is more staple-y than food? We have written several times in recent weeks about how defensive stocks have done poorly lately....
...That is, investors think today’s earnings at widget maker X are better if yesterday’s at widget maker Y were terrible. Thus confirming our bias that psychological effects are pervasive in markets....
...Below is a very simple net present value analysis of two imaginary companies, one growth-y, one value-y....
...Email me: ethan.wu@ft.com. The Fed Yesterday’s well-telegraphed 25 basis point rate increase came with little new information from Fed chair Jay Powell....
...Instead Labour ministers promised a Y-shaped route from London to Birmingham, and on to Manchester and Leeds, at a cost of around £30bn....
...Fresh off their Unhedged debuts in April, the FT’s Jennifer Hughes and Kate Duguid will return in the coming days....
...You’ll be in Jennifer Hughes’ capable hands tomorrow, and Rob’s next week. But you can still email me: ethan.wu@ft.com....
...This is an audio transcript of the Unhedged podcast episode: ‘Bonus Interview — Robyn Grew, Man Group CEO’ Ethan Wu Hey, Unhedged listeners....
...Email me: jennifer.hughes@ft.com Home moans The US debt ceiling discussions make it hard for other markets to get a look-in....
...Model Y sales are going quite well. But there are so many red flags. The big price cuts they’ve been using to lift sales that are just dragging on operating margins....
...In the meantime, you can email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com. Can we blame the accounting?...
...Alphaville has encountered many a dodgy chart, but finding one that lacks both X and Y labels or values is pretty exceptional....
...He is fascinated by “genius,” at least genius of a certain kind, having written other major books about Leonardo da Vinci, Albert Einstein, Henry Kissinger, and Jennifer Doudna (of Crispr fame), the sole...
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