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Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
May 7, 2024
Transcript
Transcript: What’s next for Warren Buffett
...Safer than just being in the S&P? Robert ArmstrongSafer than the market. But it’s not clear what he means by that....
May 7, 2024
FT Live
Decarbonising India's Industries
Unlocking the technologies and capital required to accelerate progress
Tuesday, 11 JuneDigital Conference
Unhedged
Berkshire’s next move Premium content
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
May 8, 2024
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
April 8, 2024
Pilita Clark
Wall Street is letting Orwellian doublethink kill climate action
...pilita.clark@ft.com Letters in response to this article: Don’t muddle defence stocks and ESG concerns / From John Alty, London E9, UKCompanies that politicise ESG agenda risk self-harm / From Jan Bouwens...
March 20, 2024
Pilita Clark
The menace of the overblown job title
...pilita.clark@ft.com...
February 25, 2024
FT Live
FTWeekend Festival: U.S. edition
The Saturday where the Financial Times Weekend paper comes to life
Saturday, 10 May 2025The REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Pilita Clark
The misery of the meeting motormouth
...pilita.clark@ft.com...
March 10, 2024
ReviewNon-Fiction
Climate revelations and reminders — a round-up of environment books
...“Girls who experienced [2012’s Superstorm] Sandy in utero saw a 20-fold increase in anxiety and a 30-fold increase in depression,” Aldern writes. “Boys saw a 60-fold increased risk of ADHD.”...
April 15, 2024
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
Are higher rates inflationary? Premium content
...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....
April 18, 2024
ExplainerWar in Ukraine
Tracking Ukraine’s counteroffensive against Russia in maps
..., Liz Faunce and Dan Clark....
May 11, 2024
Unhedged
A better bull market? Premium content
...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....
March 7, 2024
UnhedgedRobert Armstrong
A cooler jobs market may not be enough Premium content
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
May 6, 2024
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
Letter
Letter: How advocates for climate action can hurt their cause
...Robert H Wade Professor of Global Political Economy London School of EconomicsLondon WC2, UK...
March 26, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Transcript: Three markets, three highs
...So I think I’m a great S&P 500 tracker fund guy....
February 27, 2024
Pilita Clark
Work from home if you want but don’t expect a pay rise
...He pointed me to a recent study by two University of Pittsburgh researchers who looked at return-to-office policies in S&P 500 companies....
February 18, 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
UnhedgedRobert Armstrong
How dominant is fiscal dominance? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 1, 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
Markets InsightRobert Buckland
On markets and geopolitics, it is a mistake to forget about shale
...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....
April 15, 2024
Unhedged
It’s much more than just a tech rally Premium content
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
February 27, 2024
Life and Art from FT Weekend podcast25 min listen
Design Series: The fashion of ‘The Devil Wears Prada’
...This FT piece is on how star Caitlin Clark is changing women’s sport: https://on.ft.com/3Jbfehw – Lilah recommends the Apple TV documentary, ‘Steve! (Martin) A Documentary’....
April 12, 2024
Transcript
Transcript: Is Fed policy working?
...It has led to S&P, Moody’s, all these guys are sort of freaking out about this....
May 2, 2024
UnhedgedRobert Armstrong
The frozen Fed Premium content
...Meanwhile, email me your thoughts: robert.armstrong@ft.com....
May 2, 2024

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