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...Robert ArmstrongOh, 100 per cent. Wall Street must love this business. What does Wall Street like? They like recurring revenue, so they got a subscription business....
...robert.shrimsley@ft.com...
...Either way, the FT reports that Shari Redstone, who controls the studio, doesn’t like the Apollo bid. Tough break for the rich guys in suits. Email me: robert.armstrong@ft.com....
...It’s a spoiler for Wall Street and Big Ag, and Big Tech, and Big Telecom, and Big Pharma, and the corporate- owned media and all the corrupt politicians and corporations.”...
...While Wall Street revenue estimates have been stable recently, the tone has not been great. The market narrative changed....
...Perhaps a reader can explain how things have changed: robert.armstrong@ft.com....
...Joshua OliverRob, I couldn’t agree more. And doubly, if the listeners don’t know, Rob is about nine feet tall, so we should all have . . . Robert ArmstrongYeah....
...UK stocks are trading close to a record discount relative to their Wall Street counterparts . . ....
...Listen, don’t ask me, I don’t know. I don’t know. Robert ArmstrongYeah. Should we turn to Apple? Ethan WuLet’s turn to Apple. Robert ArmstrongOK....
...“Any new brand will be facing this issue, if you don’t have scale, if you don’t have regular deliveries, then you are not the [trucking groups’] largest clients,” they added....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Arm really an AI stock? It’s been a big week for the chip designer Arm Holdings....
...If this wasn’t provocative enough, bondholders were then told that they should brace themselves for haircuts....
...Robert ArmstrongAnd I am looking good. Ethan WuYou’re ready to innovate. Robert ArmstrongIt’s like very slick. It doesn’t . . ....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...His Musings on Markets blog is widely followed on Wall Street, and his views on companies from Tesla to Netflix are much debated....
...Don’t ask me what type of 18-year-old I was to be getting into all of that. Robert Armstrong Nerd!...
...Robert Simons Leighton Buzzard, Bedfordshire, UK...
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...Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter Find out about our latest stories first — follow @financialtimesfashion on Instagram — and subscribe to our podcast...
...Having been introduced on Tuesday as Robert Kennedy Jr’s running mate, Shanahan’s life will now be turned inside out. RFK’s third-party candidacy could split the vote in key swing states....
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