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...Email with better news: robert.armstrong@ft.com....
...Paul Weightman is no stranger to high-profile corporate scraps....
...So I’m going with Real Madrid. 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....
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...“Any weakening of our track access rights would be a real problem in terms of leveraging private-sector investment,” Shoveller said....
...Robert ArmstrongThat’s your takeaway, folks. Commercial real estate is Donkey Kong....
...Email me while the good times last: robert.armstrong@ft.com....
...Real personal consumption expenditures (last Friday) confirmed the signal. Investment is adding to demand, too. Real private investment, both residential and non-residential, are rising nicely....
...robert.shrimsley@ft.com...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Joining Paulson to chair the event will be Robert Bigelow, the real estate investor who was the biggest donor to Florida governor Ron DeSantis’s terminated presidential campaign, and shale oil baron Harold...
...Someone looking for a big Hollywood movie about clothes can, however, turn to Paul Thomas Anderson’s Phantom Thread, from 2017, which I also just watched for the first time....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...But it lands differently when the candidate is Robert F Kennedy Jr....
...And the ease with which companies can borrow has not changed that dramatically, but there has been a real rally in stocks on this expectation that rates will be cut. Robert ArmstrongYeah....
...Send me your thoughts: robert.armstrong@ft.com. Can spreads ever be too tight? To the extent that markets people are worried about an overheated market, their concerns are focused on US stocks....
...Gold’s underperformance then and rise now are a real puzzle, given that real rates, the gold price’s usual bête noire, were nothing then and are high now....
...These are few disasters to talk about, other than office real estate, and that disaster is moving at a politely glacial pace....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Bruce Robert London N14, UK...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
...No, the real problem is that you decided to crowdsource affirmation for a moral stance you don’t actually think is debatable....
...And if you treat their stock comp plans as a real expense, they are burning cash still at a scale of $4bn of revenue....
...How does it go from that, which would seem you’d have to imagine kind of like a backwater to some extent, to something more resembling like a real challenger to Amazon? What is that story?...
...So I wonder if there is a real shift in the demand picture, at least in the United States, at a moment when Chinese manufacturers are just churning these things out at very attractive prices....
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