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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 2 of 2

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 2 of 2

Fundsmith | Annual Shareholders' Meeting | February 2026

> "we're not making any excuses we're not trying to blame anyone or anything blame me if you want to blame anyone" - **Terry Smith** [[00:03:25](https://youtu.be/W8vYeazBox4?si=DBv8ARnHFjmbJSIi&t=3m25s)] > "if you do 22% who cares what the market does" - **Terry Smith** [[00:02:55](https://youtu.be/W8vYeazBox4?si=DBv8ARnHFjmbJSIi&t=2m55s)] > "when you took your money out of us and the dollar went into Nvidia the…

Mar 21, 2026·Equities
Fundsmith | Annual Shareholders' Meeting | February 2026

Global Growth Expectations Continue to Improve | Torsten Slok's The Daily Spark | Apollo Global

> Apollo: There are no signs of a slowdown in corporate earnings expectations, see chart. What say? too much optimism or justified?

Mar 19, 2026·Apollo
Global Growth Expectations Continue to Improve | Torsten Slok's The Daily Spark | Apollo Global
Source
EquitiesEquityFinance
+44 more tags
InvestingMacrosMarkets & InvestmentsPodcast

Fundsmith | Annual Shareholders' Meeting | February 2026

"we're not making any excuses we're not trying to blame anyone or anything blame me if you want to blame anyone" - Terry Smith [00:03:25]

"if you do 22% who cares what the market does" - Terry Smith [00:02:55]

"when you took your money out of us and the dollar went into Nvidia the…

View Full Article
UJ
Mar 21, 2026
Source
ApolloEarningsEquities
+33 more tags
EquityMarkets & InvestmentsReport, Blogs & Insights

Global Growth Expectations Continue to Improve | Torsten Slok's The Daily Spark | Apollo Global

Apollo: There are no signs of a slowdown in corporate earnings expectations, see chart.

What say? too much optimism or justified?

View Full Article
UJ
Mar 19, 2026