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FT MagazineRobert Shrimsley
My radical plan for The Garrick Club
...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...
March 28, 2024
UK local government finance
The Monaco hedge fund boss tied up with an indebted English town
...It added that the March 2021 meeting with then-finance officer Julie Hall had been “made and arranged” by M7’s then-chair Richard Croft....
April 24, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
April 8, 2024
UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...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....
February 26, 2024
Unhedged
Are higher rates inflationary? Premium content
...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....
April 18, 2024
Unhedged
A better bull market? Premium content
...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....
March 7, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
What’s wrong with Apple? Premium content
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
April 2, 2024
Life & Arts
FT Weekend Quiz: Haydn’s Symphony No 45, Robert Graves and cymbals
...Which company operates the motorway services at both London Gateway and Cardiff Gate? What’s the name of Robert Graves’s 1929 autobiography?...
March 8, 2024
Camilla Cavendish
What ‘Kate-Gate’ tells us about the Faustian royal pact
...But one of the absurd aspects of “Kate-Gate” is that celebrity photo retouching is routine. Portrait painters have been helping the royals for centuries....
March 15, 2024
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...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....
February 12, 2024
UnhedgedRobert Armstrong
How dominant is fiscal dominance? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 1, 2024
InterviewTheatre
Robert Icke on directing Ian McKellen as Falstaff: ‘He’s a criminal, not a jolly Santa figure’
...McKellen plays the ancient scoundrel — reputed to be Elizabeth I’s favourite character — in Robert Icke’s new staging, which repackages the two parts of the original into one bumper evening entitled Player...
March 24, 2024
Investments
Behold, the Basquiat bond
...ArtFi 2024-1’s prospectus has further detail on the collateral backing the deal, which it notes can include “fine art, collectibles, design furniture, coins, books, jewelry, watches, wine or other spirits...
April 12, 2024
Unhedged
It’s much more than just a tech rally Premium content
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
February 27, 2024
Markets InsightRobert Buckland
On markets and geopolitics, it is a mistake to forget about shale
...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....
April 15, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT MagazineRobert Shrimsley
Fun at the airport? Me neither
...(Yes, it’s 20 Golden Airline Greats, “Come Fly With Me”, “Wind Beneath My Wings” and “Do You Know the Way to Gate 13?”)...
March 1, 2024
UnhedgedRobert Armstrong
UK stocks are not all that cheap Premium content
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
March 25, 2024
Transcript
Transcript: Three markets, three highs
...So I think I’m a great S&P 500 tracker fund guy....
February 27, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 7, 2024
Thames Water
Thames Water crisis prompts jitters over ‘gold standard’ debt model
...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....
April 23, 2024
Copper
Bill Gates-backed mining company discovers vast Zambian copper deposit
...KoBold expects Mingomba will rival output at the deposit that is part of US billionaire Robert Friedland’s giant Kamoa-Kakula project in the Democratic Republic of Congo....
February 5, 2024
Edward Luce
Robert Kennedy Jr’s perilous voyage of discovery
...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....
March 27, 2024
UnhedgedRobert Armstrong
Is the rally over? Premium content
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
January 22, 2024
ReviewMusic
Robert Plant electrifies London Palladium with new band Saving Grace — review
...His singing on his most recent solo album, 2017’s Carry Fire, was tender and gentle....
March 18, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...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....
April 3, 2024

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