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...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....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
...First came “Gospel Plow”, a traditional American spiritual that Bob Dylan tore through at lickety-split pace on his debut album....
...These are few disasters to talk about, other than office real estate, and that disaster is moving at a politely glacial pace....
...But one analyst has 130 times p/e. Robert ArmstrongOh. For their target. Anna MutohSo expectations are very high. Target, yeah. Ethan WuYeah. That’s nuts. So Amazon is the dominant ecommerce player....
...Likewise, for auto loans, people in their 30s are now falling behind on their loans at a faster pace than during the pandemic....
...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....
...Email me: robert.armstrong@ft.com UK stocks While this newsletter is, by mandate, focused on US, we do take regular excursions abroad, either because international markets throw light on the US or simply...
...Waller supports “support[s] further thinking” on the pace, but appears less sure of the need to go slow....
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
...We’re wondering to what degree Jay Powell will acknowledge slowing pace of disinflation, and what he will attribute it to. Send me your thoughts: robert.armstrong@ft.com....
...Sare’e identified the downed aircraft as an MQ9, a type of unmanned aircraft known as a Reaper drone....
...robert.shrimsley@ft.com...
...But debt costs are still lower than in the 1990s when de-equitisation took off,” said Robert Buckland, a former chief global equity strategist at Citigroup who coined the term 20 years ago....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...The Houthis’ official spokesman, Yahya Sare’e, claimed the attack, calling the True Confidence an “American ship”....
...Growth “has been expanding at a solid pace”, in contrast to Powell’s cautionary note in December that it had “slowed substantially from the outsized pace seen in the third quarter”....
...Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there. [MUSIC PLAYING] Katie MartinYou heard it here first, folks....
...Send me your sob stories: robert.armstrong@ft.com....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
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