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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....
...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....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...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....
...Traditionally, oil prices go up a lot and stock markets go down a lot. Back in the 1973-74 Middle East crisis, in association with an Opec embargo, oil rose 300 per cent. The S&P 500 index halved....
...It isn’t yet obvious this is a bank failure waiting to happen. Disagree? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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....
...But all anyone in our business could talk about was whether a new journalism model was taking root. Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...Canada’s main stock index, the S&P/TSX Composite, has advanced 31 per cent since 2019, compared with a 74 per cent gain for the S&P 500....
...Canada’s main stock index, the S&P/TSX Composite, has advanced 31 per cent in the last five years, compared to a 74 per cent gain for the S&P 500....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...The forward P/E can be anything; if we have a soft landing the future will look good, if we have a hard landing, the future will look bad....
...Katie MartinAlso, I don’t think I’ve ever seen a picture of him wearing a gilet. Robert ArmstrongExcellent point. Excellent point. That’s worth like two points of P/E ratio right there....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
...(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....
...’s the C-suite is making all this dough....
...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....
...Unhedged’s record as a contrarian indicator remains spotless. We are off tomorrow for Easter. But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Probably this just a meaningless short-term blip. But Unhedged finds itself thinking about the phrase “maybe no rate cuts this year” quite a lot. Do you? Email me: robert.armstrong@ft.com....
...The UK has moved to restrict Chinese investment in critical infrastructure such as the planned new Sizewell C nuclear power plant in Suffolk and forcing telecoms groups to strip out Huawei equipment from...
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