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...The UK has moved to restrict Chinese investment in critical infrastructure such as the planned new Sizewell C nuclear power plant in Suffolk and forcing telecoms groups to strip out Huawei equipment from...
...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....
...There are several player kings in Robert Icke’s fresh, fleet, state-of-the-nation staging of Shakespeare’s Henry IV plays — all of them between a rock and a hard place....
...“The government wants to use the regulated asset base model to fund everything from Sizewell C [nuclear power plant] to the energy transition,” said one adviser close to the negotiations at Thames Water....
...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....
...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....
...overarching question I think Wall Street is asking and users of the site are asking, this becomes a big public business that makes money and that everybody knows how much money it’s making and it’s the C-suite...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...Send me your sob stories: robert.armstrong@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert C AustinProfessor, University of TorontoToronto, ON, Canada...
...And during the heyday of the “C” Cisco company that makes like routers and what have you, a lot of people by mistake ended up investing in huge cans of tomato sauce, which is hilarious....
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
...Earlier this month Robert Cleary, a former federal prosecutor, was appointed as an independent examiner in FTX’s bankruptcy to provide a detailed report on the events leading up to its implosion, including...
...On X, follow Ethan Wu (@EthanYWu), Robert Armstrong (@rbrtrmstrng), Katie Martin (@katie_martin_fx) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more....
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
...We like boxes B and C. Will the long end follow the short end down, and why? We can debate how much short rates will come down, but it seems pretty clear that they will fall....
...Or email the big man himself: robert.armstrong@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Mag 7 value trade Market pundits often talk about the Magnificent Seven big tech stocks as a homogeneous entity. This is a mistake....
...I wouldn’t know how to quantify how big a premium — the current one may prove to be too high — but trying to be precise about this is probably a mistake....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Bob Michele When trying to solve bond market mysteries, Unhedged has long depended on the wisdom of Bob Michele....
...That was before DD’s Robert Smith and FT investigative journalist Cynthia O’Murchu exposed that H2O had poured nearly €1.5bn into Windhorst’s network of rickety ventures back in 2019....
...(Ethan and Robert laugh) [MUSIC PLAYING] So I think what I’ve learned is that don’t try to be too precise in mathematical modelling of the world because the world isn’t susceptible to it....
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