Hints and tips:
...The belief in a simple correlation between lower rates and higher stock prices (or vice versa) is a mistake this newsletter never tires of correcting....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...parts of our portfolio, the bond part and the equity part, hedge each other nicely so we can sleep well at night knowing that if our equity portfolio stinks, our bond portfolio will be doing well and vice versa...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Powell talks tighter financial conditions An economy in rude health buys a central bank time to wait....
...In the meantime, we await your emails: robert.armstrong@ft.com and ethan.wu@ft.com. When the market looks at the economy, what does it see? Yesterday we talked about the cautious stock market....
...Now, to be clear, Alphaville has to shush while Unhedged is doing its question and vice versa. Ethan Wu Yes, ma’am. Katie MartinI’m quite liking being in charge here. Right....
...In general as interest rates rise, the scheme’s liabilities fall and vice versa....
...The latter — whom I sometimes think of as the “Rubin tribe” since Robert Rubin, former Treasury secretary, was highly influential on them — had close ties to Wall Street....
...If you are the proprietor of a scantily regulated offshore hedge fund looking to throw money at a financial commentary newsletter: robert.armstrong@ft.com and ethan.wu@ft.com....
...And yet Robert Kennedy Jr is running against Biden, to the dismay, I might say, of the rest of the Kennedy family. So those connections continue....
...‘The Promise and Peril of Entrepreneurship: Job Creation and Survival among US Startups,’ by Robert W Fairlie, Zachary Kroff, Javier Miranda, and Nikolas Zolas Why do we need entrepreneurs?...
...General partners (GPs) whose funds outperform the industry in one fund are likely to outperform the industry in the next and vice versa....
...A much more straightforward conclusion would be that Twitter was owned by Musk, and vice versa....
...When I hired Robert Armstrong on to Lex a decade and a half ago, he was already, like me, a cynic about markets. Amazon? Bah. Financial crisis? Love it....
...And so one of the toughest things this year is that everything has fallen effectively, and usually bonds counteract equities and vice versa....
...Robert Shiller argues this was “the beginning of the electronic era in finance”....
...Or maybe vice versa. Either way, talk of history abounds: being on the right side of it, getting stuck repeating it, everyone having their own....
...Higher interest rates must be counterbalanced by higher top lines and vice versa. Valuations remain unchanged. Inflation pushes revenues up too....
...Its plot matches market performance fairly well — though how much investor activity is inspired by sellside calls and vice versa is a matter for debate....
...Sometimes people from the settler community can misunderstand us or vice versa. We can misunderstand them, do you know what I mean? And it causes... sometimes it can cause friction....
...His new illustrated history, Campari and Cinema, looks at how film has been inspired by the carmine spirit, and vice versa....
...“If I have done something wrong, then she will tell me, and vice versa. There is a lot of trust,” Valentina says....
...We’d be interested in hearing your thoughts on it, too: robert.armstrong@ft.com and ethan.wu@ft.com. A technical note. We are experimenting with a new graphics tool....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Fed is not hawkish. What if that changes? Last week’s Fed meeting sent bond yields up and stocks down....
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