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...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 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 us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...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....
...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....
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...Sare’e identified the downed aircraft as an MQ9, a type of unmanned aircraft known as a Reaper drone....
...The Houthis’ official spokesman, Yahya Sare’e, claimed the attack, calling the True Confidence an “American ship”....
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
...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....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
...It’s got a pretty modest p/e ratio given how much profit growth it’s had, which is a lot. And the reason for that in part is it’s a competitive industry....
...Stocks with low P/E ratios relative to their expected growth rates are rare....
...What kind of vessels were the Robert E Lee and the Natchez, which took part in a celebrated race on the Mississippi in 1870?...
...robert.shrimsley@ft.com...
...Ford is reducing production of the F-150 Lightning, the electrified version of its best-selling pick-up truck, and this week it slashed prices on the Mustang Mach-E SUV....
...Three weeks ago we argued in some detail against the “Wile E Coyote” view that the economy was suspended mid-air over a chasm....
...Here is how we respond to points (a) through (e): Excess savings will soon be exhausted....
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