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...I’m Katie Martin, a markets columnist here in London, and I’m joined by Warren watcher and closet Berkshire fanboy Rob Armstrong. Rob, how are you going? Robert ArmstrongI’m doing well....
...I’m a bit sceptical, as I noted in yesterday’s letter, but then I’m a journalist. If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
...I’m a diehard AC Milan fan, but you know, their coach is Carletto Ancelotti, who’s historic player and coach for AC Milan. So I’m going with Real Madrid. Robert ArmstrongI’m gonna go long too....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...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....
...We just pretended we’d gone off Jeremy Clarkson for a while....
...Robert ArmstrongThat was the key phrase, “lack of progress”. It brought me back to my report cards as a child. Kate DuguidI doubt it. Come on. Robert Armstrong(Laughter) You’d be surprised....
...Email me while the good times last: robert.armstrong@ft.com....
...(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....
...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....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert ArmstrongDC. No, DC is overrated. I’m saying Brooklyn. (Anna laughs) I’m gonna sell Washington’s cherry blossoms and buy Brooklyn’s cherry blossoms. Robert ArmstrongYes....
...I’d buy him. Lucy FisherRobert? Robert ShrimsleyWell I’m torn. I mean, I am . . ....
...I’m glad Katie Martin isn’t here because I don’t think she’d be able. This is such a hurtful topic to her, the terrible performance of the UK market, that I don’t think she’d be able to be objective....
...With no distractions, I’m hoping to get rid of some of the stress we’ve brought with us....
...Robert Armstrong And I’m sure that’s true. I’m sure it’s even more true probably in fashion than many industries. The point is, this is what the movie chose to emphasise....
...Damodaran: I’m not a market timer, but here’s what I do....
...Robert ArmstrongImpossible. I’d say it’s impossible. Ethan WuYeah, it would need to create a new business line....
...So I think I’m a great S&P 500 tracker fund guy....
...Anyway, it will be fun to watch, and I’m curious to hear your thoughts: robert.armstrong@ft.com....
...Robert Armstrong I’m gonna recommend two books. I would like, Katie, I’m gonna pick some narrative books that really changed my point of view....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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....
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