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Unhedged
Are higher rates inflationary? Premium content
...Curiously, though, this trend is less clear among S&P 500 companies, which we would expect to have larger cash reserves and more debt fixed at low rates, giving them more to gain from higher rates....
April 18, 2024
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...S&P 500 margins, which never fully reverted to pre-pandemic levels, could suffer if the consumer loses more steam. This is a long-standing fear, though....
April 8, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...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....
February 26, 2024
Unhedged
A better bull market? Premium content
...More recently, margins have stopped declining in the past two quarters, and are by some measures rising again. FactSet’s S&P operating margins perked up for the first time in the fourth quarter....
March 7, 2024
Markets InsightRobert Buckland
On markets and geopolitics, it is a mistake to forget about shale
...The MSCI China index is down more than 15 per cent in the past year. But, even here, the story is inconsistent....
April 15, 2024
FT MagazineRobert Shrimsley
Ask Robert: is it safe to sext?
...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
April 19, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
What’s wrong with Apple? Premium content
...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....
April 2, 2024
Unhedged
It’s much more than just a tech rally Premium content
...Small caps and value stocks have not done as well as big caps and growth, but they have done darn well: More than 1,300 of the S&P 1,500 stocks have positive returns over the period....
February 27, 2024
UnhedgedRobert Armstrong
How dominant is fiscal dominance? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 1, 2024
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...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....
February 12, 2024
Investments
Behold, the Basquiat bond
...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...
April 12, 2024
UnhedgedRobert Armstrong
UK stocks are not all that cheap Premium content
...Even excluding the ten largest US companies, the average S&P 500 stock has more than twice the market capitalisation of the average FTSE 100 stock....
March 25, 2024
InterviewTelevision
The Jinx Part Two director Andrew Jarecki: ‘How do you kill three people and get away with it?’
...All Good Things was released in 2010, after which Jarecki — who made his name with 2003’s Capturing the Friedmans — assumed he was done with the Durst case and “would be able to take this hard drive out...
April 15, 2024
UnhedgedRobert Armstrong
Is the rally over? Premium content
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
January 22, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 7, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Unhedged
Inflation narrative whiplash Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
April 17, 2024
Transcript
Transcript: Three markets, three highs
...But maybe it squeaks out a few extra basis points and it’s a little bit more stable. And I actually find that appealing now. So I think I’m a great S&P 500 tracker fund guy....
February 27, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...My point is more general....
April 3, 2024
Edward Luce
Robert Kennedy Jr’s perilous voyage of discovery
...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....
March 27, 2024
Transcript
Transcript: Rethinking Tesla and 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....
April 4, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...The S&P 500 hit another all-time high yesterday. More importantly, Trump Media & Technology Group rose another 14 per cent, right after we wrote that it looked a bit overvalued....
March 28, 2024
ReviewMusic
Robert Plant electrifies London Palladium with new band Saving Grace — review
...The name of his new band, Saving Grace, leads one to expect more docility....
March 18, 2024
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...Assume, then, that TMTG’s weighted average cost of capital falls from more than 20 per cent to 5-6 per cent, the S&P 500’s average WACC. Even then, we’re only at $51....
March 27, 2024
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 15, 2024
Unhedged
The equity rally is on pause Premium content
...There is more to this than just rate cut expectations, which have been in steady retreat since January....
April 16, 2024

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