
Stuart Kirk
Investment Columnist at Financial Times
FT columnist and ex: Head of RI (HSBC AM), Head of Research (HSBC & DWS), Head of Multi-Asset (Deutsche), consultant (Oliver Wyman), equity PM (Morgan Grenfell)
Articles
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3 weeks ago |
ft.com | Stuart Kirk
As a career analyst and opinion writer, I have gone the full nipple clamps and car battery on many a number to extract a high valuation...
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1 month ago |
ft.com | Stuart Kirk
The main reason I found Day of the Triffids terrifying as a boy was the realisation that I would have for sure been one of the first...
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1 month ago |
businessandamerica.com | Stuart Kirk
Your email address will not be published. Save my name, email, and website in this browser for the next time I comment.
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1 month ago |
ft.com | Stuart Kirk
Did you know that the Chinese characters for the phrase “tariff-induced crisis” are the same as those for “obvious buying opportunity for...
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1 month ago |
ft.com | Stuart Kirk
When it comes to saying the unsayable, it’s hard to top comedian Jerry Sadowitz’s infamous gag from the late 1980s.
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That AI stocks are ESG darlings is hilarious. Reminds me of the old gag about a businessman who kills himself in order to reduce the tax he pays. As so often with humour, the joke highlights a serious side of human folly — in this…https://t.co/pKJXfDtwtp https://t.co/Fy05L6xNh7

Hypocrisy is ubiquitous, of course. But whereas in politics it is said voters don’t mind lies (it’s the saying one thing and doing another that appals), in business we can seemingly cope with the dissonance required of hypocrisy -…https://t.co/5e1DfzJwux https://t.co/NpZQvxG6oV

With AI stocks booming, I thought I'd share with you an FT article I wrote more than five years ago on why such crazy stock valuations might be justified. It's far-out stuff - introducing the idea of negatively-depreciating physica…https://t.co/WQPzZj2icA https://t.co/LxUYC2iwkD