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...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....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...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....
...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....
...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....
...robert.shrimsley@ft.com...
...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....
...Take P. Todd Noe, Microsoft’s director of nuclear and energy innovation....
...And, earlier this year, Turn2X had the ear of top EU policymakers, including German economy and climate minister Robert Habeck and European Green Deal leader Maroš Šefčovič, in a meeting at the Munich Security...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Robert ShrimsleyWell, I mean, it very much touches on the Lee Anderson point that you mentioned, but I’ve also been very struck in the last few days....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...So I think I’m a great S&P 500 tracker fund guy....
...Lucy Fisher Let’s just step back, Robert. With everything that’s happened this week, Lee Anderson’s defection has prompted talk of up to 10 other Tories also making the leap....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...“the skills to be able to put those wind farms up — you need the ports, the turbines, the blades, the construction — all new skills, new sectors, at the same time as we’re trying to run the offshore E&P...
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...Indeed, at a June press conference, Germany’s deputy chancellor and economy minister Robert Habeck said: “We associate with this instrument not only climate protection, but also a response to the American...
...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....
...(Robert laughs) So the S&P is up about 10 per cent this year. Some of the Mag Seven are up even more. Nvidia up almost 100 per cent, Microsoft chugging along, Alphabet....
...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....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
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