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...It added that the March 2021 meeting with then-finance officer Julie Hall had been “made and arranged” by M7’s then-chair Richard Croft....
...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....
...robert.shrimsley@ft.com...
...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....
...“We only provide that service to a very select clientele now,” Johnson said of the armed guards....
...Flows into S&P 500 ETFs were boosted by a technical factor last year when the $533bn SPDR S&P 500 ETF Trust (SPY) pulled in $31bn in two days in December....
...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....
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...Rayner’s critics noted her tweet from 2022 about former premier Boris Johnson in relation to the “Partygate” scandal: “Boris Johnson’s Downing Street is under police investigation, how on earth can he think...
...This is the point of Robert Shiller’s “excess Cape yield” which is the cyclically adjusted S&P earnings yield less the 10-year real treasury yield....
...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....
...ArtFi 2024-1’s prospectus has further detail on the collateral backing the deal, which it notes can include “fine art, collectibles, design furniture, coins, books, jewelry, watches, wine or other spirits...
...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....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...So I think I’m a great S&P 500 tracker fund guy....
...That makes him 2024’s potential Ralph Nader, the Green party candidate who in 2000 siphoned support from Al Gore. The winner was George W Bush. This time it would be Donald Trump....
...S&P this month downgraded Thames Water’s top-ranked class A debt to BBB-, the bottom rung of investment-grade, just one notch above junk....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...His singing on his most recent solo album, 2017’s Carry Fire, was tender and gentle....
...(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....
...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....
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