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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....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...When the S&P 500 finally let Tesla join the index a few years ago, its stock soared....
...The original plan was replaced by a postmodern design by Robert Venturi and he persuaded the Sainsbury family to foot the bill....
...Jacobs is the only non-European brand on that list. Jacobs isn’t a business person — his early business partner was Robert Duffy, who co-founded Jacobs’ label, working alongside him until 2015....
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
In a strong market, why are two tech giants weakening?
...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....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
Can the social media platform’s text-based, user-generated boards thrive in the public markets?
...So I think I’m a great S&P 500 tracker fund guy....
...(Robert laughs) So the S&P is up about 10 per cent this year. Some of the Mag Seven are up even more. Nvidia up almost 100 per cent, Microsoft chugging along, Alphabet....
UK stocks have been lagging behind the US for years. Are they underpriced?
...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....
Can the e-commerce site grab market share from Amazon?
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
What’s powering the new highs in so many markets?
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
FTX caretaker boss blasts Sam Bankman-Fried as his sentencing nears
...The S&P 500 index halved. Around the Gulf war of 1990, oil doubled while the S&P 500 fell almost 20 per cent. Over time, the price moves have become less severe....
...Robert ArmstrongThe biggest companies. Ethan WuYeah. On that basis, S&P 500 Equal Weight, in the past decade, returns have been 10 per cent, which is pretty respectable....
Unhedged and Behind the Money team up to answer questions from listeners
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
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