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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....
...S&P 500 margins, which never fully reverted to pre-pandemic levels, could suffer if the consumer loses more steam. This is a long-standing fear, though....
...It probably just doesn’t matter, from the point of view of long-term returns, whether you own Berkshire or the S&P. Why, then, should Berkshire exist?...
...S&P said it originally expected the war would not last “more than six months” as it downgraded Israel’s sovereign credit rating from double A minus to A plus....
...us so much — so long as underlying economic growth keeps surprising to the upside....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...(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....
...Robert ArmstrongI’m long something. I am long Berkshire Hathaway....
...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....
...Rob, short or long? Robert ArmstrongI’m gonna continue the theme that Anna brought up. I’m long Brooklyn’s cherry blossoms. It’s almost that time of year....
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Clearly if these pics are for a long-standing partner, that’s going to smooth out some potential wrinkles, including the need to smooth out wrinkles....
...The S&P 500 is not yet quite as expensive as it was in the zero-rate, fiscal bonanza, everyone-has-loads-of-cash glory days of 2021. But it is getting closer....
...Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...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....
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
...They also queried how long a vessel would be out of action without earning for FastRig installation....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...That makes it hard to bet against apartments in the long run, even if a short-term pullback is likely, Hendry argues. These are only starting points....
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