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Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
May 7, 2024
Transcript
Transcript: What’s next for Warren Buffett
...Safer than just being in the S&P? Robert ArmstrongSafer than the market. But it’s not clear what he means by that....
May 7, 2024
FT Live
Decarbonising India's Industries
Unlocking the technologies and capital required to accelerate progress
Tuesday, 11 JuneDigital Conference
Unhedged
Berkshire’s next move Premium content
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
May 8, 2024
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
FT Live
FTWeekend Festival: U.S. edition
The Saturday where the Financial Times Weekend paper comes to life
Saturday, 10 May 2025The REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
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
UnhedgedRobert Armstrong
A cooler jobs market may not be enough Premium content
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
May 6, 2024
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
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
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
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
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
UnhedgedRobert Armstrong
The frozen Fed Premium content
...Meanwhile, email me your thoughts: robert.armstrong@ft.com....
May 2, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Transcript: Is Fed policy working?
...It has led to S&P, Moody’s, all these guys are sort of freaking out about this....
May 2, 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
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
UnhedgedRobert Armstrong
The Fed is stuck, and so are stocks Premium content
...Meanwhile, email me: robert.armstrong@ft.com. The Fed is stuck, and so are stocks I won’t flatter myself with the notion that Unhedged is its readers only source of financial news....
May 1, 2024
Transcript
Transcript: Three markets, three highs
...So I think I’m a great S&P 500 tracker fund guy....
February 27, 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
Transcript
Transcript: Rethinking Tesla and Apple
...(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....
April 4, 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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