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UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...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....
February 26, 2024
Unhedged
Are higher rates inflationary? Premium content
...Whatever boost to existing-home supply might happen would be offset by a pop in demand....
April 18, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Unhedged
A better bull market? Premium content
...(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?”...
March 7, 2024
Oliver Ralph
Let’s hear it for the FTSE 100’s magnificently unglamorous seven
...Bunzl, Howdens et al are generally smaller than the household names, and smaller companies can grow faster. Bunzl’s revenues, for example, have increased from £2.7bn to £11.8bn over the past 20 years....
April 15, 2024
Transcript
Transcript: Rethinking Tesla and Apple
...There’s a lot of talk about what is going on here. Ethan WuYeah, it’s monopolist. Yeah. It’s been sued. Robert Armstrong(Laughter) Yeah. China. No no, no....
April 4, 2024
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
April 8, 2024
FT Live
Crypto and Digital Assets Summit
Connecting leaders in crypto with mainstream finance
Wednesday, 8 MayLondon
Transcript
Transcript: Three markets, three highs
...Every sector of the S&P is up — industrials, consumer staples, et cetera, et cetera. There’s only a few sectors, in fact, that are only up modestly. Most sectors are up like 10 per cent....
February 27, 2024
Transcript
Transcript: Wall Street bets on Reddit
...’s the C-suite is making all this dough....
March 28, 2024
Unhedged
It’s much more than just a tech rally Premium content
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
February 27, 2024
Transcript
Transcript: The great British bargain show
...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....
March 26, 2024
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
April 15, 2024
News in-depthSemiconductors
Taiwan’s chip industry heads overseas amid supply chain shift
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
April 10, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...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....
February 7, 2024
Transcript
Transcript: How not to pick stocks
...We ran the numbers on just how bad we did and if you had taken the inverse bet to us, if you had bought the inverse Unhedged ETF, you would have been up 40 per cent in 2023, more than double the S&P 500...
February 8, 2024
Bitcoin
Crypto miners hoard bitcoin as supply cut looms
...Cryptocurrency miners are stockpiling near-record amounts of bitcoin, hoping the token will rise in value and offset a drop in new supply that will cut the rewards for verifying deals in half....
April 18, 2024
FT Live
US Pharma and Biotech Summit
Strategies for innovation, pricing and access
Thursday, 16 MayNew York, NY, USA
Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 12, 2024
UnhedgedRobert Armstrong
Positive real yields sting safe stocks Premium content
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
October 16, 2023
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
March 27, 2024
Transcript
Transcript: Is America overpriced?
...So another way to look at it is by looking at the S&P 500 Equal Weight, which treats all 503 companies in the S&P 500 as equal instead of overweighting Apple and Microsoft or whatever....
January 18, 2024
Transcript
Transcript: Arm’s share price goes crazy
...The S&P 500 fell about 1.5 per cent. Meanwhile, UK inflation figures are due out today. [MUSIC PLAYING] Over the past week, Arm’s stock price has gone through some pretty incredible swings....
February 14, 2024
Transcript
Transcript: Gold just set a record. Why?
...Listeners, every time you see a rainbow, there is a Rob Armstrong at the end of it with his pot of low-expense ratio S&P 500 ETFs. [MUSIC PLAYING] (Robert laughs) It’s not a myth. It’s real....
December 5, 2023
Unhedged
What’s wrong with Apple? Premium content
...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....
April 2, 2024
UnhedgedRobert Armstrong
Is the rally over? Premium content
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
January 22, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
April 3, 2024

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