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...robert.shrimsley@ft.com...
...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....
...“People want to see a coming together of our country, not an exacerbation of tensions,” said former cabinet minister Sir Robert Buckland. “A noisy minority get a platform....
...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 ShrimsleyWell, I mean, it very much touches on the Lee Anderson point that you mentioned, but I’ve also been very struck in the last few days....
...Farrell, perhaps best known for his cathartic, hilarious memoir of a Labour activist, 1998’s Things Can Only Get Better, is at his best mocking the absurdities of his own political tribe....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...That makes him 2024’s potential Ralph Nader, the Green party candidate who in 2000 siphoned support from Al Gore. The winner was George W Bush. This time it would be Donald Trump....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Lucy Fisher Let’s just step back, Robert. With everything that’s happened this week, Lee Anderson’s defection has prompted talk of up to 10 other Tories also making the leap....
...This is the point of Robert Shiller’s “excess Cape yield” which is the cyclically adjusted S&P earnings yield less the 10-year real treasury yield....
...You’re looking at like a 4 per cent dividend yield on the FTSE 100 nearly versus, you know, 1 per cent on the S&P 500....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...So I think I’m a great S&P 500 tracker fund guy....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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 me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
...political establishment The price of not policing the Tories’ paranoid frontier Jeremy Hunt urged not to put ‘politics ahead of economics’ as he eyes Labour policies Conservative party suspends Lee Anderson...
...His singing on his most recent solo album, 2017’s Carry Fire, was tender and gentle....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Arm really an AI stock? It’s been a big week for the chip designer Arm Holdings....
...Despite enjoying the symmetrical compositions and disconnected staccato conversations that characterise Anderson’s movies, Robert was quickly bored....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
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