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UK local government finance
The Monaco hedge fund boss tied up with an indebted English town
...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....
April 24, 2024
Edward Luce
Robert Kennedy Jr’s perilous voyage of discovery
...edward.luce@ft.com...
March 27, 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
FT Magazine
Edward Enninful on Robert Mapplethorpe
...‘Robert Mapplethorpe curated by Edward Enninful’ is at Thaddaeus Ropac’s Paris Marais gallery from March 2-April 6 2024 Follow @FTMag to find out about our latest stories first...
February 17, 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
FT Swamp Notes
Tyler Cowen: Why we will learn to love AI Premium content
...Robert Gordon’s The Rise and Fall of American Growth, which argued that the age of disruptive technology was over, came out around the same time....
April 19, 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
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Edward Luce
The tyranny of America’s Supreme Court
...John Roberts pledged that his role as America’s chief justice would be to “call balls and strikes and not to pitch or bat”. In practice the Roberts Supreme Court is both player and umpire....
March 6, 2024
Unhedged
Albert Edwards sees ‘a multiyear bear market for bonds’ Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
January 12, 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
FT Swamp Notes
Is global terror making a comeback? Premium content
...My column this week looks at 2024’s potential Ralph Nader election spoiler: Robert F Kennedy Jr, who this week made an obscure pick as his third party running mate — Nicole Shanahan, the wealthy ex-wife...
March 29, 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
FT Swamp Notes
Let’s not overdo the McConnell farewell Premium content
...Thankfully for America, FDR replaced Wallace with Harry S Truman just a few months before he passed away. Will explains just how close a call this was. Wallace was a fan of Stalin....
March 1, 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
Markets InsightEdward Stanley
Investors are still underestimating the long-term impact of AI
...Since 1990, missing the 30 best days of the S&P 500 cuts your compound returns in half....
April 1, 2024
FT Swamp Notes
The loneliness of Mike Pence Premium content
...The best way to understand Trump’s appeal is to re-read Robert Penn Warren’s novel All The King’s Men, based on Huey Long, the Louisiana rabble rouser governor....
March 22, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT SeriesMilan design special 2024
How David Lynch will wow the Milan furniture fair
...The unsettling mood provoked by Lynch’s sparsely furnished rooms, sliced through with shards of light, is also reminiscent of master of melancholy Edward Hopper....
March 30, 2024
Unhedged
Five ways US growth accelerates
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
March 26, 2024
Six theatre shows to see in London
Ian McKellen is an unforgettable Falstaff in Player Kings
...There are several player kings in Robert Icke’s fresh, fleet, state-of-the-nation staging of Shakespeare’s Henry IV plays — all of them between a rock and a hard place....
April 12, 2024
Edward Luce
The grip of America’s geriatrics
...edward.luce@ft.com...
February 14, 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
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
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
Six theatre shows to see in London
The Ballad of Hattie and James theatre review — music and memories combine in a delicate new drama
...One played a crucial role in The Piano, Channel 4’s TV competition for amateur musicians. And they often go viral, as passers-by film serendipitous musical encounters between strangers....
April 24, 2024

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