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...Robert ArmstrongI’m gonna stick with the theme, be long Berkshire Hathaway. Katie MartinAre you?...
...Robert ArmstrongI’m gonna go long too. And this it makes me physically ill to say this long. But I’m gonna stick with the sports theme. I’m long the New York Knicks, who I hate....
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Email with better news: robert.armstrong@ft.com....
...Buffett and other long-term investors rightly reject the notion that risk can be analysed as volatility....
...Email me: robert.armstrong@ft.com. Upstart versus Lending Club: an anomaly Upstart and Lending Club do more or less the same thing....
...Slightly lower long- term yields, a decent earnings season, and a just-right jobs report have all helped. Email me while the good times last: robert.armstrong@ft.com....
...Do you have a long or short for me? Kate DuguidI do. I have a long. I have a long, I’m long civil war. I’m not sure . . . Robert Armstrong(Laughter) Are we talking about the movie or the reality?...
...It’s very hard to bet against the stock in the long run but . . . Robert ArmstrongCorrect....
...We’re gonna be back in a sec with Long/Short. [MUSIC PLAYING] Alrighty, it’s time for Long/Short, that part of the show where we go long a thing we love, short a thing we hate....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Rob, short or long? Robert ArmstrongI’m gonna continue the theme that Anna brought up. I’m long Brooklyn’s cherry blossoms. It’s almost that time of year....
...Rob, OK, I’m short Ponzi, long pyramid. Do you have a long or a short for us? Robert ArmstrongWell, let me ask you a question. Is bitcoin a Ponzi or a pyramid? Or neither? Tim HarfordAh. Or neither....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...But it lands differently when the candidate is Robert F Kennedy Jr....
...“You have an investor group that senses weakness and a chance to implement a short-term strategy which will have negative implications for the long term in terms of both market share and resiliency,” he...
...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....
...Robert ArmstrongI’m gonna follow my controversial long cocoa position. Ethan WuBig Mo. Robert ArmstrongBig Mo. I said don’t mess with momentum....
...This is Long/Short, that part of the show where we go long a thing we love, short a thing we hate. Rob, are you long or short something?...
...Robert ArmstrongJosh, I have a controversial long. I am going to go long reclining your seat in coach class on an airplane. Joshua OliverWow, this is controversial....
...Yields leapt across the curve, led by long-term yields, and the Nasdaq fell about 2 per cent. Curiously, though, the two-year yield was only up a smidgen. What is the long end trying to tell us?...
...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....
...Clearly if these pics are for a long-standing partner, that’s going to smooth out some potential wrinkles, including the need to smooth out wrinkles....
...For me and my husband, it’s been a long day of travel from London....
...Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
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