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...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...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....
...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. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...Robert Solow, the US economist who won the 1987 Nobel Prize for economics, has died. He was 99....
FourWorld takes legal action after ‘egregious’ transaction that ended deadlock over ownership of oil shipping group Euronav
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...It was Robert Mapplethorpe’s final birthday party. A terribly sad occasion as he was clearly not long to live. He was surrounded by his friends.”...
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...The blue-chip S&P 500 closed up 0.9 per cent, at a new record, continuing a rally that has pushed the index 27 per cent higher since October. The Nasdaq Composite gained 1.3 per cent....
...But Howard Silverblatt of S&P Dow Jones Indices reminded me there was a similar is-growth-dead moment when Microsoft paid its first dividend in 2003. That company’s stock was $24 back then....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...This cover is provided in the first instance to the Dali by Britannia P&I Club....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...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....
...So I think I’m a great S&P 500 tracker fund guy....
...The jobs number buried it,” said Robert Tipp, chief investment strategist at PGIM Fixed Income....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...S&P this month downgraded Thames Water’s top-ranked class A debt to BBB-, the bottom rung of investment-grade, just one notch above junk....
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