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...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....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...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....
...We just pretended we’d gone off Jeremy Clarkson for a while....
...(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....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m glad Katie Martin isn’t here because I don’t think she’d be able. This is such a hurtful topic to her, the terrible performance of the UK market, that I don’t think she’d be able to be objective....
...Robert ArmstrongDC. No, DC is overrated. I’m saying Brooklyn. (Anna laughs) I’m gonna sell Washington’s cherry blossoms and buy Brooklyn’s cherry blossoms. Robert ArmstrongYes....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...With no distractions, I’m hoping to get rid of some of the stress we’ve brought with us....
...I won’t be on FT email much longer, but I’d love to hear from you on Twitter or LinkedIn. Or email the big man himself: robert.armstrong@ft.com....
...Robert Armstrong And I’m sure that’s true. I’m sure it’s even more true probably in fashion than many industries. The point is, this is what the movie chose to emphasise....
...Damodaran: I’m not a market timer, but here’s what I do....
...Robert ArmstrongImpossible. I’d say it’s impossible. Ethan WuYeah, it would need to create a new business line....
...So I think I’m a great S&P 500 tracker fund guy....
...Robert Armstrong I’m gonna recommend two books. I would like, Katie, I’m gonna pick some narrative books that really changed my point of view....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
...This is the point of Robert Shiller’s “excess Cape yield” which is the cyclically adjusted S&P earnings yield less the 10-year real treasury yield....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m Ethan . . . Oh, sorry, I’m not Ethan Wu. I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...That makes him 2024’s potential Ralph Nader, the Green party candidate who in 2000 siphoned support from Al Gore. The winner was George W Bush. This time it would be Donald Trump....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...Bassman: And I’m getting paid for that. I’m getting 150bp over Treasuries with no credit risk. Yes, there’s no free lunch; I can’t guarantee you’re going to win....
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