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...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Ethan WuAnd just to put a finer point on it, the point here is it’s not enough to just look at headline p/e for the UK, headline p/e for the US and say, well, golly, there’s a huge discount here....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
...Stocks with low P/E ratios relative to their expected growth rates are rare....
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Armstrong & Wu) One good read What if US income inequality has not increased?...
...(Armstrong & Wu) One good read A defence of active fund management....
...Nvidia’s forward P/E ratio, at 33, is well above the market’s, at 21. Bubble talk is everywhere. But so is the counterpoint that in terms of valuation multiples, Nvidia doesn’t look all that insane....
...Email me: robert.armstrong@ft.com. Bad correlation II: back to school On Friday I wrote about how positive stock-bond correlation has returned since the start of August....
...That is why those interested in the “E” in “ESG” could welcome the findings of a much-cited 2020 study from Patrick Bolton and Marcin Kacperczyk....
...(Armstrong & Wu) One good read The liberal whisperer....
...China Universal Asset Management’s CSI 2000 ETF raised the most assets during its fundraising period with Rmb1.2bn, followed by E Fund’s ETF with Rmb812mn, according to Wind data....
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