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...robert.shrimsley@ft.com...
...Tim HarfordOh, I love it. Like a decentralised Ponzi scheme....
...The £1.3bn of so-called class B debt, which is still inside the ringfence but has a lower-ranking claim on the company’s cash flows, could be hit with even deeper 35-40 per cent impairments....
...Instead, a kind of love blooms when the muse rises to become a collaborator....
...Robert ArmstrongRight on. I love biscuits. Ethan WuI guess it’s worth asking if we can learn lessons from this, right? So it’s an interesting story....
...Robert ArmstrongAwww. Ethan WuFrom the TSMC Museum of Innovation, your very own Taiwan Semiconductor Manufacturing Company hat. Robert ArmstrongYes! This is cool, man. I love corporate swag....
...My bible is Allotment Month by Month: How to Grow Your Own Fruit and Veg by Alan Buckingham, which I love for its no-nonsense, easy-to-follow chapters....
...I love contrasts. I love things that make you think we don’t live in a perfect world. What I love about his work is that it expands our definitions of beauty, of what we see as beautiful....
...Robert ArmstrongYeah, it’s true. On the margin, I am long rationality, Ethan. Ethan WuYes. You love being long rationality on the margin, but not in general....
...The story goes something like this: Automakers convinced themselves that EVs are awesome, consumers will love them and governments will subsidise them....
...Send me your thoughts: robert.armstrong@ft.com. Can spreads ever be too tight? To the extent that markets people are worried about an overheated market, their concerns are focused on US stocks....
...Traders are marking a riskier £250mn “class B” bond at little over 60 pence in the pound....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...A lot of people just love the idea that we can figure out who the bad people are and lock them up....
...That is in line with current market expectations given that a default at Kemble earlier this month sent the price of a second-ranking “Class B” bond plunging to little over half of its face value....
...It finds that fund managers are, in aggregate, more underweight the UK than any other asset category the survey tracks: Unhedged loves cheap stocks, as painful as this love affair has been in recent years...
...Once love has struck, it is hard to remember the most important rule of all, that the fit is more important than the garment....
...I love to hear that. OK, Jo, Rob, what a joy. Thank you both so much for coming on the show. And, please come back. Robert Armstrong Cheers. Jo Ellison Thank you....
...You know, buy stocks that you love. And if you love these salty snacks, stick with them. Robert ArmstrongTrue. Stick with them. Yeah. Michela TinderaOK....
...Lynch loves armchairs almost as much as he loves curtains. This is an obvious reference to another artist’s work, though I am loath to point it out....
...Ethan WuI love human solutions. It’s my favourite solution. Robert ArmstrongI know. It’s like he wants to alienate the Redditors as badly as he can....
...Perhaps the most unexpected parts of the book are Goodwin’s attempts to convince Robert Kennedy to enter the Democratic race against LBJ....
...Still, there’s a lot of love, reports the FT....
...That’s never been my feeling — as an audience member, I always love the big evening.”...
...But, you know, his mother loves him and he was nice to small animals and just like, you know, everything they could think of....
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