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...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...We just pretended we’d gone off Jeremy Clarkson for a while....
...Back in 2019, my colleague Oliver asked Buffett if he should put Berkshire or an S&P tracker fund into his young son’s college fund....
...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....
...I suppose demand is highest among the young....
...Robert Armstrong And I’m sure that’s true. I’m sure it’s even more true probably in fashion than many industries. The point is, this is what the movie chose to emphasise....
...I’m glad Katie Martin isn’t here because I don’t think she’d be able. This is such a hurtful topic to her, the terrible performance of the UK market, that I don’t think she’d be able to be objective....
...Robert ArmstrongDC. No, DC is overrated. I’m saying Brooklyn. (Anna laughs) I’m gonna sell Washington’s cherry blossoms and buy Brooklyn’s cherry blossoms. Robert ArmstrongYes....
...(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....
...Damodaran: I’m not a market timer, but here’s what I do....
...I won’t be on FT email much longer, but I’d love to hear from you on Twitter or LinkedIn. Or email the big man himself: robert.armstrong@ft.com....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...With no distractions, I’m hoping to get rid of some of the stress we’ve brought with us....
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...So I think I’m a great S&P 500 tracker fund guy....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong I’m gonna recommend two books. I would like, Katie, I’m gonna pick some narrative books that really changed my point of view....
...The S&P 500, investment grade spread, high yield spread, loan spread, the level of rates, home prices, crypto, M&A activity, IPO activity; everything improved after the Fed signaled that rates are going...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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 ArmstrongJeez. Well, first let me just state as a blanket statement that I despise the young. And so I hesitate to approve of anything that young people do....
...Robert ArmstrongImpossible. I’d say it’s impossible. Ethan WuYeah, it would need to create a new business line....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...I’m Ethan . . . Oh, sorry, I’m not Ethan Wu. I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
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