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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....
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...So I think I’m a great S&P 500 tracker fund guy....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...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....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...You’re looking at like a 4 per cent dividend yield on the FTSE 100 nearly versus, you know, 1 per cent on the S&P 500....
...The CEO in the S-1 document, the public filing to take Reddit public, had a very unencouraging quote about his understanding of what and how Reddit works....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...The S&P 500 is not yet quite as expensive as it was in the zero-rate, fiscal bonanza, everyone-has-loads-of-cash glory days of 2021. But it is getting closer....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...So far this week, the S&P 500 is off 2 per cent. More Federal Reserve officials are putting zero rate cuts in 2024 on the table....
...Email me: robert.armstrong@ft.com. Friday interview: Aswath Damodaran Professor Aswath Damodaran of New York University is probably the world’s pre-eminent academic expert on equity valuation....
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