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...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....
...His singing on his most recent solo album, 2017’s Carry Fire, was tender and gentle....
...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....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Email me: robert.armstrong@ft.com. Friday interview: Aswath Damodaran Professor Aswath Damodaran of New York University is probably the world’s pre-eminent academic expert on equity valuation....
...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 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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
...If you’re the hacker, claim credit: robert.armstrong@ft.com and ethan.wu@ft.com. Value revisited: where are the cheap stocks?...
...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....
...The nicest pair of shoes I own are half a size too large because they didn’t have the 11.5’s and I couldn’t leave those beauties in the store. Idiotic. What can one do?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Optimism blooms Most market pundits, ourselves included, did not think the S&P 500 would be up almost 20 per cent in late 2023....
...The S&P sits at 22 times earnings, the Russell at 27: not in a bubble, but expensive....
...Email us about anything else: robert.armstrong@ft.com and ethan.wu@ft.com. NYCB gets worse It is a sign of our times that a pretty big US bank is in deep crisis and nobody much cares....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Reserving judgment on inflation Markets took yesterday’s hotter-than-expected CPI inflation report hard....
...Send us yours: robert.armstrong@ft.com and ethan.wu@ft.com. How fast can the Magnificent 7 grow?...
...Waller supports “support[s] further thinking” on the pace, but appears less sure of the need to go slow....
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