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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....
...S&P this month downgraded Thames Water’s top-ranked class A debt to BBB-, the bottom rung of investment-grade, just one notch above junk....
...The junk sinks to the bottom, no one ever sees it....
...Of course it is possible that, once inflation abates, rock-bottom pre-pandemic interest rates might return....
...“The bottom line is that the regulator has a responsibility to ensure water companies should remain viable to cover costs,” he added....
...I was almost drowned by imposter syndrome, but eventually found a survival strategy: talk bottom-up themes to top-down investors and top-down themes to bottom-up investors....
...“The bigger funds are more nimble and can act quickly,” said Chris Roberts, managing director at Dalriada Trustees, a firm of professional trustees....
...One good read Intel stock is up 60 per cent from the bottom last year. There’s a lot left to do....
...The bottom line is that the Fed raised rates and rates going up has had a distributional impact....
...Robert ArmstrongJeez. Well, knowing nothing about the stock other than that I like to eat its product, if you owned it from the bottom and you’re up 50 per cent on a potato chip company....
...Ethan WuWe were in the bottom, I believe, quintile of . . . So there were a few hundred FT stockpickers. We were in the bottom quintile of total respondents and among FT journalists we were dead last....
...“Reads as if spoken into a tape-recorder and never read through afterward,” remarked Christie authority Robert Barnard of the original. The Venetian ambience is generously applied....
...But here’s the bottom line: even if the analysts are wrong by 2 or 3 or 4 per cent, the implied equity risk premium changes by only about 0.2 per cent....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Arm really an AI stock? It’s been a big week for the chip designer Arm Holdings....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...“The vessel bow is sitting on the bottom because of the weight of that bridge debris,” Gautier told reporters....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert ArmstrongYes. Bottom 50 per cent, I don’t know. I personally think that a lot of different kinds of people shop at Walmart....
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. Five questions for 2024 For risk assets in the US, 2022 was terrible and 2023 was great....
...Robert ArmstrongChef’s kiss. That is perfect. It, like, just shows how the whole debate, top to bottom, is nonsense. Ethan WuYup. Robert ArmstrongESG, nonsense. Any ESG, nonsense....
...Or email the big man himself: robert.armstrong@ft.com....
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Optimism blooms Most market pundits, ourselves included, did not think the S&P 500 would be up almost 20 per cent in late 2023....
...Send us your market nostrums: robert.armstrong@ft.com and ethan.wu@ft.com. GDP good! Earnings good! Yesterday’s third-quarter gross domestic product report was extraordinary....
...Puzzle 2567 Matthias Bluebaum vs Robert Baskin, Titled Tuesday 2020. Material is level. How did White (to move) win? Click here for solution...
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