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...I said this to the staff of the SEC and to Gensler, which is you think that Schwab, Fidelity, Vanguard, Morgan Stanley, E-TRADE, they need to be told where to send their retail orders, like they don’t have...
...This group of investors generally views Robotaxi (i.e. fully autonomous vehicles running on the Tesla network) as a very long-dated opportunity....
...“We don’t have much control over what will happen, and are never likely to,” says Cowen. So we should embrace it....
...(Ethan Wu) One good read The post-Dalio Bridgewater turnaround isn’t going great....
...But I’ve long thought it would be helpful to have a G that was more related to the E....
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
...“How that investment gets implemented isn’t clear yet and that’s the macro point from the Berkshire letter. This is a challenge for everyone in the industry.”...
...It has quickly gotten queasy the handful of times it has crossed $70 for the past decade, and hasn’t even gotten vaguely close to $100 for 16 years....
...I don’t fully understand why I don’t want to. Perhaps it’s about power. I didn’t get to decide that alcohol would devastate my life, but I do get to decide who I tell about it....
...A SolarWinds manager in November 2020 wrote in an instant message: “[E]very time I hear about our head geeks talking about security I want to throw up.”...
...“We don’t have all the answers yet,” says Read. “We don’t know how many people we will employ. It could be more — or less. You can automate certain things and we can build other things.”...
...Per Tesla’s 2018 10k: [w]e have been installing this product [Solar Roof] at a slow pace to gather learnings about our design and installation processes, and plan to ramp the production of Solar Roof with...
...“This proves that argument doesn’t hold any water.”...
...In truth, my attachment is because they stay in my ears when exercising and I can’t face talking about the alternatives....
...“Why are we surprised that victims don’t just run to the local police station and say, ‘hey, look, this happened to me yesterday, I want something done about it’?”...
...A version of this article was first published by Nikkei Asia on December 18. ©2023 Nikkei Inc. All rights reserved....
...“The narrative has taken over that EVs aren’t growing,” Ford chief financial officer John Lawler said this week. “They’re growing . . ....
...But most things don’t. Expectations for Apple are a bit lower, and I like that (though I wish the stock were cheaper still)....
...We all “search it up”, as the kids say, and discover reports of high levels of E. coli in that part of the river, and frequent sewage overspills. The numbers are stark....
...But the trailing P/E ratios are what they are, and Nvidia is even more expensive than Cisco was in 2000 on this metric....
...But “it’s important that the term isn’t misused”. The consumer, she adds “has to be on their toes” so it doesn’t become a misrepresentative branding exercise....
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