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...I’m a bit sceptical, as I noted in yesterday’s letter, but then I’m a journalist. If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Robert ArmstrongOne, because any time I rattle on at length about how a given organisation or company or person can’t beat the S&P, they instantly start doing so....
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
...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....
...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....
...I fully agree with your editorial “The pursuit of happiness” (FT View, March 23) when it says “a valid goal for government is to reduce the causes of discontent”....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...Even the lower number could alter a close election. Nader got 2.7 per cent in 2000. Jill Stein, the 2016 Green party candidate, got barely one per cent....
...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....
...Still, it tells you something about what happens when a tech stock with a high valuation comes up a little bit short. Email with better news: robert.armstrong@ft.com....
...(Robert laughs) Jokes aside, they were two giants. Robert ArmstrongYeah. And CBS was literally, it was a network TV company. It had a publishing . . . James Fontanella-KhanBroadcast....
...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....
...Traditionally, oil prices go up a lot and stock markets go down a lot. Back in the 1973-74 Middle East crisis, in association with an Opec embargo, oil rose 300 per cent. The S&P 500 index halved....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Email me: robert.armstrong@ft.com. Upstart versus Lending Club: an anomaly Upstart and Lending Club do more or less the same thing....
...The ship’s liability insurance is provided in the first instance by Britannia P&I, part of a global group of liability insurers that share their losses between themselves and $3bn worth of reinsurance....
...It has led to S&P, Moody’s, all these guys are sort of freaking out about this....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
...Katie MartinAlso, I don’t think I’ve ever seen a picture of him wearing a gilet. Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there....
...It isn’t yet obvious this is a bank failure waiting to happen. Disagree? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Meanwhile, email me: robert.armstrong@ft.com. The Fed is stuck, and so are stocks I won’t flatter myself with the notion that Unhedged is its readers only source of financial news....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
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