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...“Given the history of this place, you’d expect it to feel a bit sinister,” Andrew said. “But I’ve never felt that. I’ve always felt that it was a comforting place to be....
...I think it’s just a bit of a cliché.”...
...His response: I think the financial result would be very close to the same . . . if you want to join something that may have a tiny expectation of better [performance] than the S&P, I think we may be about...
...Toby NangleSo yeah, I mean, I’d quite like that to finish, really. So if it was me, I’d ask the SEC to finish its investigation and report. Katie Martin Yeah, finish the job, SEC, says Toby....
...I recall this cartoon whenever I hear the oft-asked question by analysts at the end of corporate earnings calls: “Great quarter, Bob, but I’d like to know what risks to your business keep you up at night...
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...The launch party was in the new house he’d rebuilt in 2016, with the architecture firm We Not I. Jarman’s house is wood, with artistic details in nooks, and small paned windows....
...So far as I know, McKinsey has not responded, which is strange....
...At least I know what I’d say to the Portuguese about trying to get the village back. “Bom trabalho” which roughly means “Good luck with your work”....
...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....
...If you have any exposure to the S&P 500, then the S&P 500, the biggest index on the planet, is dominated by these names. Claer Barrett Even global indices. Katie Martin Even the global indices....
...TL;DR: The size of funds that directly affect the Vix calculation is too modest, and if they were to blame you’d see a very different pattern in options prices. So what is to blame?...
...Given the chance to disaggregate the Mag 7, I’d argue that Google and Meta don’t look terribly expensive relative to historical and expected growth; while Nvidia, Microsoft and Tesla do look very pricey....
...“I’d been watching the prices of these houses rise from A$950,000 to A$1.1mn in 14 months. I missed out on two and I knew if I didn’t get one soon, I’d be priced out of the market,” she says....
...“I wouldn’t be a big buyer of banks . . . I’d be no better than equal weight.”...
...Peltz likes to say that he’d rather be rich than be right....
...I’d expressed an interest in his work, and one of the staff suggested I might like to do a walk “in his footsteps”, one of the tours offered by the Peninsula Academy, the hotel’s perhaps pretentiously named...
...Look at sector performance and you’ll see what I mean. More than 90 per cent of consumer staples, utilities, and real estate stocks are lagging the S&P 500 this year....
...I drove to the tip of the Dampier peninsula to take a look. It’s a world of whales and wild tides. I took a shore walk with Terry Hunter, one of the indigenous guides changing tourism in Australia....
...I’d like to read, dear listeners, from Katie Martin’s recent column in the Financial Times....
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
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...Website; Directions Brooklands by Claude Bosi The Peninsula london, 1 Grosvenor Place, London SW1X 7HJ Michael Kadoorie, chair of the holding company that owns The Peninsula London, is obsessed with aviation...
...And I’ll fund those purchases by selling my bond ETF. I’d expect that to leap initially as treasuries are considered haven assets. But they wouldn’t be if things became ugly....
...I’d also suggest looking at UK-listed fintech venture capital fund Augmentum, currently trading on a 37 per cent discount to its net asset value....
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