Hints and tips:
...The S&P is off 3 per cent. That’s not a sell-off, right? That’s caution....
...katie.martin@ft.com...
...“I’m very grateful to Katie for her support in seeing M&S through this important period in the reshaping of the business....
...Katie here, helping out Ethan because he asked me nicely and Rob is slaying the slopes....
...Katie MartinYeah....
...So I think I’m a great S&P 500 tracker fund guy....
...Like the S&P 500, I can tell you within five seconds of googling if the market’s up, down or sideways, right? Private credit’s not like that....
...But that kind of simple first-year MBA model, that hasn’t really quite been the trend recently, has it, Katie? Katie MartinNo....
...Katie MartinOne little thought to leave you with here is yes, we’ve got all-time highs in the S&P 500....
...Katie MartinE, S and G are possibly the most explosive, divisive three letters in the English language, at least in financial markets circles....
...Katie MartinYeah. So the equal-weighted S&P 500....
...katie.martin@ft.com Letters in response to this column: FT Weekend helped me complete 2024 stock pick / From Graham Turner, Ipswich, Suffolk, UK One film the Nikkei index probably won’t be copying...
...You’ve got the S&P up three. There are just much . . . Ethan WuJapan, India....
...For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X....
...Robert Armstrong(Makes buzzer sound) Katie, got a guess? S&P 500. UBS isn’t even in the S&P 500. That was as wrong an answer as it is possible for a person . . ....
...Katie, what do you think? Katie MartinI am gonna say ChatGPT because if I’m not mistaken, Deutsche have got a 5,100 target on the S&P for 2024, so that . . . Robert ArmstrongAh....
...We got the S&P 500 up sort of well over 20 per cent for the year. You know, this is a really serious rally....
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