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...(I should note that Asness does not believe in a size factor per se....
...So far as I know, McKinsey has not responded, which is strange....
...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....
...I also understand that, in 50 years, history books will be written about current events in the Middle East and Ukraine. Few will remember that the S&P has been hitting new highs....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...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....
...And I actually find that appealing now. So I think I’m a great S&P 500 tracker fund guy....
...(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....
...Robert ArmstrongHere’s something I wonder....
...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....
...So when I look at the S&P 500, I don’t enforce a theory or a hypothesis. I just see what rate of return is, given what you paid and what you get in cash flows....
...These are US indices, which I chose because I struggled to find good valuation data on global value and growth indices....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...It is earning 5 per cent now, but I’m worried that won’t last. I need to do something, and I have plenty of stocks as it is. Part of the issue here is that my background is in equities....
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...I don’t see much of this right now. Stocks with low P/E ratios relative to their expected growth rates are rare....
...That said, I assert that this chart is actually quite interesting: That is the total return of the S&P 500 sectors since this current rally began in October 2022....
...I should have been 100 per cent S&P 500 and I just wanna stick with it. That’s what my stomach tells me. At the same time, I’m a huge believer in mean reversion....
...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 us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
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