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...Send me your sob stories: robert.armstrong@ft.com....
...Robert ArmstrongWell, in England, you have quaint pubs. In America, we have McDonald’s. And I am long McDonald’s. They reported earnings just recently. Results were a little bit disappointing....
...Also we go long McDonald’s and long the British pub. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer You can email Katie Martin at katie.martin@ft.com....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...One, Apple shares have gotten more expensive, so the p/e value of the things have gone up. So he’s thinking, I bought this thing, I’ve made a load of money on it....
...So that explains why poorer consumers are pulling back and you might see bad results at McDonald’s....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Send other reasons to be cheerful: robert.armstrong@ft.com. Rates will matter again before long The market doesn’t seem to care much about interest rates right now....
...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....
...But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high. Target, yeah. Ethan WuYeah. That’s nuts. So Amazon is the dominant ecommerce player....
...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....
...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....
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
...Sare’e identified the downed aircraft as an MQ9, a type of unmanned aircraft known as a Reaper drone....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...The Houthis’ official spokesman, Yahya Sare’e, claimed the attack, calling the True Confidence an “American ship”....
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
...Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there. [MUSIC PLAYING] Katie MartinYou heard it here first, folks....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong is the FT’s US financial commentator Find out about our latest stories first — follow @financialtimesfashion on Instagram Letter in response to this article: It’s the clothing equivalent...
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