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Royal Mail
Royal Mail owner rejects £4.5bn takeover bid from Czech billionaire Křetínský
...The possibility of a sale to Křetínský drew an angry response from the CWU, the main union for Royal Mail’s 130,000 staff....
April 17, 2024
Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
May 7, 2024
FT Live
Decarbonising India's Industries
Unlocking the technologies and capital required to accelerate progress
Tuesday, 11 JuneDigital Conference
Transcript
Transcript: What’s next for Warren Buffett
...Safer than just being in the S&P? Robert ArmstrongSafer than the market. But it’s not clear what he means by that....
May 7, 2024
Unhedged
Berkshire’s next move Premium content
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
May 8, 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 Magazine
Edward Enninful on Robert Mapplethorpe
...I was first introduced to Robert Mapplethorpe’s work by the stylist Simon Fox, who spotted me on the train, and I went on to model for him....
February 17, 2024
FT Live
FTWeekend Festival: U.S. edition
The Saturday where the Financial Times Weekend paper comes to life
Saturday, 10 May 2025The REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Investor activism
Activist wins board seats at railroad Norfolk Southern but fails to oust CEO
...Ancora’s campaign to rein in costs at the railway operator drew criticism from many industry observers, who warned it could leave railroads under-resourced....
May 9, 2024
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
...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....
April 18, 2024
The Art of FashionThe Art of Fashion: the Individuality issue
Grand designs
...This is the question at the core of two of spring/summer 2024’s most compelling collections....
March 27, 2024
Unhedged
A better bull market? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
March 7, 2024
UnhedgedRobert Armstrong
A cooler jobs market may not be enough Premium content
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
May 6, 2024
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
UK schools
Low T-levels uptake in England prompts calls for urgent reform of qualification
...Introduced in 2020 to provide a rigorous and attractive alternative to the academic A-level, T-levels drew just 1 per cent of English 16- and 17-year-olds in full-time education in 2022....
May 6, 2024
US politics & policy
Robert Kennedy Jr taps nostalgia in bid to upset Donald Trump and Joe Biden
...But it lands differently when the candidate is Robert F Kennedy Jr....
April 30, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...This is the point of Robert Shiller’s “excess Cape yield” which is the cyclically adjusted S&P earnings yield less the 10-year real treasury yield....
February 12, 2024
UnhedgedRobert Armstrong
How dominant is fiscal dominance? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 1, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...Monday’s letter drew on a recent Dallas Fed paper to explore the link between the money supply and inflation....
February 28, 2024
Investments
Behold, the Basquiat bond
...ArtFi 2024-1’s prospectus has further detail on the collateral backing the deal, which it notes can include “fine art, collectibles, design furniture, coins, books, jewelry, watches, wine or other spirits...
April 12, 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
Markets InsightRobert Buckland
On markets and geopolitics, it is a mistake to forget about shale
...The S&P 500 index halved. Around the Gulf war of 1990, oil doubled while the S&P 500 fell almost 20 per cent. Over time, the price moves have become less severe....
April 15, 2024
Transcript
Transcript: Is Fed policy working?
...It has led to S&P, Moody’s, all these guys are sort of freaking out about this....
May 2, 2024
UnhedgedRobert Armstrong
The frozen Fed Premium content
...Meanwhile, email me your thoughts: robert.armstrong@ft.com....
May 2, 2024
UnhedgedRobert Armstrong
UK stocks are not all that cheap Premium content
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
March 25, 2024
UnhedgedRobert Armstrong
The Fed is stuck, and so are stocks Premium content
...Meanwhile, email me: robert.armstrong@ft.com. The Fed is stuck, and so are stocks I won’t flatter myself with the notion that Unhedged is its readers only source of financial news....
May 1, 2024

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