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...Alexander Paterson, an analyst at Peel Hunt, said he was “not surprised” by the bid from EP given “the recent stock performance”....
...One person involved in the creditor group said it had been set up prior to Wednesday’s bondholder call, but that management’s remarks had given it fresh impetus....
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Robert ArmstrongOne, because any time I rattle on at length about how a given organisation or company or person can’t beat the S&P, they instantly start doing so....
...robert.shrimsley@ft.com...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Home prices are up. Stock prices are up....
...Like a lot of it is made up by stock prices....
...However, given the current valuation effectively reflects them not doing so, there is scope for meaningful share price appreciation if improvements are made from here In addition to a share price that prices...
...Gold’s underperformance then and rise now are a real puzzle, given that real rates, the gold price’s usual bête noire, were nothing then and are high now....
...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 ArmstrongWell, my son eats so much at this point — he’s 14 — that I think he’s actually having a noticeable effect on US food prices. Katie MartinYeah, yeah....
...But a 14-year freeze on fuel duty has made it hard for rail to compete on price....
...Email me while the good times last: robert.armstrong@ft.com....
...Just how those net out isn’t obvious, but given the structural supply shortage in the housing market, our bet is it would be inflationary....
...Tesla Cybertruck auction prices come crashing down to Earth. So on the secondary market, these things have not been a store of value. Robert ArmstrongThey are so weird-looking....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday interview: Harley Bassman Almost all of what fixed-income options traders do on Wall Street today, Harley Bassman did first....
...But Robert Ryan, BCA Research’s veteran energy strategist, takes the other side: “History says it’s been a bad bet to go against Saudi....
...billions of dollars in loans that were initially also secured on shares in key companies in his Altice telecoms empire (he then re-negotiated the terms to have this security released, a shrewd decision given...
...An interesting comparison to bring in is TikTok, which has actually given Meta via Instagram a run for its money....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
...It would be nice if they were slightly cheaper, though, in dividend yield or even price/earnings terms....
...Given where those numbers are, I think the market is fully priced, not cheap by any means....
Deputy Labour leader reported by Tory MP over allegations she may have given false information about main residence
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