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...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....
...That would be markets columnist Katie Martin and US financial commentator Robert Armstrong. Robert ArmstrongGreetings....
...I’m Katie Martin. Thanks for listening. [MUSIC PLAYING]...
...Katie Martin I’m with Ethan on this . . . Robert Armstrong Agree. Katie Martin I think....
...However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year....
...Robert ArmstrongThe dots. Katie Martin . . . which includes the dots. Everybody loves the dots....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Robert ArmstrongOK, I agree with Katie. (Katie laughs) Ethan WuKatie, did you know that? You just, you’ve read the outlook? Katie Martin(Laughter) I mean, yes....
...Even banalities — a staircase, a door, a window — become “highly charged” in Lynch’s spaces, Martin notes....
...To answer this, the FT’s chief economics commentator, Martin Wolf, joined me from our London studio. So, Martin, Marie really has three questions here. So let’s begin with the first one....
...Robert Habeck, economy minister, said Germany was seeing “increasing signs that the economy is gradually recovering and the outlook brightening”....
...The Houthis’ official spokesman, Yahya Sare’e, claimed the attack, calling the True Confidence an “American ship”....
...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....
...katie.martin@ft.com...
...“The Houthis are looking at open-source information that might not be updated,” Martin Kelly, EOS Risk’s senior Middle East analyst, said....
...For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X....
...Ethan WuI’m sure those emails were from one Robert Armstrong. Katie Martin(Laughter) They weren’t. But I keep all of his in a special file. Ethan Wu(Laughter) Katie, why was I wrong? Riddle me that....
...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...Aston Martin’s F1 team was valued at about £1bn in a deal to sell a minority stake to US investment firm Arctos Partners last year. Alpine was valued at $900mn in another minority transaction....
...Martin Seidenberg, chief executive of Royal Mail’s parent group International Distributions Services, said the drop from 20bn to 7bn over the past 20 years in the number of annual letters sent meant the...
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