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...I’m reporter Ethan Wu here in the New York studio, joined by my boss Robert Armstrong, who despite not being a Reddit user, has just written two articles. Robert ArmstrongBut you are a Redditor....
...Robert Armstrong I mean, some things that are, I should mention a couple though, like Unilever is kind of attractive relative to the big American like laundry detergent conglomerates. Ethan WuYeah....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email me: robert.armstrong@ft.com UK stocks While this newsletter is, by mandate, focused on US, we do take regular excursions abroad, either because international markets throw light on the US or simply...
...I’m Rob Armstrong in New York and I’m joined today by Josh Oliver in London....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...But you can still, as a company, get away with a lot more in the States than you can elsewhere. Ethan WuI sense an Armstrong American exceptionalism rant coming....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...Robert Armstrong Yes. I want to talk about a few other spooky things....
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How did JPM become so dominant?...
...How Jay Powell talks about this problem is going to matter a lot. Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...Send me your thoughts: robert.armstrong@ft.com. Can spreads ever be too tight? To the extent that markets people are worried about an overheated market, their concerns are focused on US stocks....
...Robert Armstrong That was a bad time to buy Chinese equities, OK. Ethan Wu It sure was. It sure was....
...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....
...It’s really only the last point that gives us serious pause, but we are keen to hear what readers think: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m reporter Ethan Wu here in the New York studio, joined by supercompany analyst Robert Armstrong. Robert ArmstrongI think of myself as a supercompany, period. Supercompany Rob Armstrong....
...Send other reasons to be cheerful: robert.armstrong@ft.com. Rates will matter again before long The market doesn’t seem to care much about interest rates right now....
...At this rate, we’ll have to revise our “it’s not a bubble” view to “well, it wasn’t a bubble until you all went nuts”. Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter Find out about our latest stories first — follow @financialtimesfashion on Instagram — and subscribe to our podcast...
...This is an audio transcript of the Unhedged podcast episode: ‘How not to pick stocks’ [MUSIC PLAYING] Ethan WuEvery year on the Unhedged newsletter, myself and Robert Armstrong, we pick stocks and in 2022...
...It’s a substantive comment, and we’ve included it below. If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...We have the FT’s Rob Armstrong here to help us process all this information. Hi, Rob. Rob ArmstrongHey, how are you? Marc FilippinoI’m good, Rob. Did you like that pun?...
...Perhaps a reader can explain how things have changed: robert.armstrong@ft.com....
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