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UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 12, 2024
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
April 8, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Transcript
Transcript: The great British bargain show
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
March 26, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 7, 2024
Unhedged
What’s wrong with Apple? Premium content
...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....
April 2, 2024
Transcript
Transcript: Shopify vs Amazon
...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....
April 11, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
Are higher rates inflationary? Premium content
...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....
April 18, 2024
Unhedged
A better bull market? Premium content
...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....
March 7, 2024
Unhedged podcast15 min listen
Shopify vs Amazon
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
April 11, 2024
Houthi movement
Crew abandons ship in most damaging strike yet by Yemen’s Houthis
...Sare’e identified the downed aircraft as an MQ9, a type of unmanned aircraft known as a Reaper drone....
February 19, 2024
Unhedged
Aswath Damodaran: ‘Investing is an act of faith’ Premium content
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
March 15, 2024
Houthi movement
Three killed in Houthi attack on cargo ship off Yemeni coast
...The Houthis’ official spokesman, Yahya Sare’e, claimed the attack, calling the True Confidence an “American ship”....
March 7, 2024
Unhedged
Torsten Slok: the Fed won’t cut this year Premium content
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
March 22, 2024
FT MagazineRobert Shrimsley
When AI-powered means rebranded rip-off
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
January 19, 2024
Transcript
Transcript: Three markets, three highs
...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....
February 27, 2024
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
February 28, 2024
Unhedged
How fast can Big Tech grow? Premium content
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
November 29, 2023
Unhedged
Where are the cheap stocks? Premium content
...Stocks with low P/E ratios relative to their expected growth rates are rare....
January 10, 2024
Transcript
Transcript: How not to pick stocks
...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....
February 8, 2024
Life & Arts
FT Weekend Quiz: David Bowie, Hillary Clinton and ‘Peaky Blinders’
...What kind of vessels were the Robert E Lee and the Natchez, which took part in a celebrated race on the Mississippi in 1870?...
March 29, 2024
Robert Shrimsley
SNP’s new strategy exposes nationalists’ desperation
...robert.shrimsley@ft.com...
January 24, 2024
Unhedged
Albert Edwards sees ‘a multiyear bear market for bonds’ Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
January 12, 2024
Rivian Automotive, Inc.
Electric-truck maker Rivian projects no production growth in 2024
...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....
February 21, 2024
UnhedgedRobert Armstrong
Peak-rates euphoria Premium content
...Three weeks ago we argued in some detail against the “Wile E Coyote” view that the economy was suspended mid-air over a chasm....
November 27, 2023
UnhedgedRobert Armstrong
The case for optimism Premium content
...Here is how we respond to points (a) through (e): Excess savings will soon be exhausted....
November 6, 2023

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