Robert Armstrong
@robarmstrong.bsky.social
US Financial Commentator, Financial Times. Opinions mine, unfortunately. The pursuit of pleasure is hard work.
Happy veteran's day. Too small to see in the picture below: my dad, who was aboard, and safe thanks to his follow sailors. Thanks vets!
November 11, 2025 at 3:05 PM
Happy veteran's day. Too small to see in the picture below: my dad, who was aboard, and safe thanks to his follow sailors. Thanks vets!
If the aministration's strategy on the econopmy is to lie about it, American's are going notice and get pissed off. People see food prices. Try something else.
November 6, 2025 at 4:24 PM
If the aministration's strategy on the econopmy is to lie about it, American's are going notice and get pissed off. People see food prices. Try something else.
In these polarized times, this is a landslide:
October 30, 2025 at 3:11 PM
In these polarized times, this is a landslide:
October 30, 2025 at 12:32 PM
Unhedged chart of the week: Gooooold
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October 25, 2025 at 5:23 PM
Unhedged chart of the week: Gooooold
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Unhedged chart of the week:
Ex-US, value stocks are CRUSHING growth stocks!
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@hakyungkim.bsky.social @katie0martin.ft.com
Ex-US, value stocks are CRUSHING growth stocks!
Sign up for COTW here: tinyurl.com/bdd83vtx
@hakyungkim.bsky.social @katie0martin.ft.com
October 18, 2025 at 3:10 PM
Unhedged chart of the week:
Ex-US, value stocks are CRUSHING growth stocks!
Sign up for COTW here: tinyurl.com/bdd83vtx
@hakyungkim.bsky.social @katie0martin.ft.com
Ex-US, value stocks are CRUSHING growth stocks!
Sign up for COTW here: tinyurl.com/bdd83vtx
@hakyungkim.bsky.social @katie0martin.ft.com
Value, low beta, and equal weigh all at very long term realtive lows... time to bargain hunt?
ft.com/content/8409...
ft.com/content/8409...
October 3, 2025 at 2:49 PM
Value, low beta, and equal weigh all at very long term realtive lows... time to bargain hunt?
ft.com/content/8409...
ft.com/content/8409...
here's the arithmatic
October 1, 2025 at 1:57 PM
here's the arithmatic
Got to use the numbers on table 3 of the release (levels and change)
October 1, 2025 at 1:55 PM
Got to use the numbers on table 3 of the release (levels and change)
September 29, 2025 at 3:13 PM
Readers: my next several style columns in the FT will be about this porcupine. That is all.
September 26, 2025 at 8:00 PM
Readers: my next several style columns in the FT will be about this porcupine. That is all.
Spot the new guy
September 17, 2025 at 6:29 PM
Spot the new guy
Unhedged chart of the week; Pity the poor Fed
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September 13, 2025 at 2:37 PM
Unhedged chart of the week; Pity the poor Fed
via @hakyungkim.bsky.social
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Top ten US companies by market cap
August 15, 2025 at 7:49 PM
Top ten US companies by market cap
For the last decade, Berkshire Hathaway has traded like a big property casualty insurer -- nothing else. $BRK-A
www.ft.com/content/bc30...
www.ft.com/content/bc30...
August 7, 2025 at 2:55 PM
For the last decade, Berkshire Hathaway has traded like a big property casualty insurer -- nothing else. $BRK-A
www.ft.com/content/bc30...
www.ft.com/content/bc30...
Well this doesn't look great
August 5, 2025 at 10:31 PM
Well this doesn't look great
Unhedged chart of the week: Japanese and Korean investors in US stocks have made great local returns because of currency weakness. What happens when the story changes?
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August 3, 2025 at 3:11 PM
Unhedged chart of the week: Japanese and Korean investors in US stocks have made great local returns because of currency weakness. What happens when the story changes?
@hakyungkim.bsky.social
Sign up for Chart of the Week at ft.com/newsletters
@hakyungkim.bsky.social
Sign up for Chart of the Week at ft.com/newsletters
The Trump Trade has given way to the Taco Paradox: the less the market believes Trump's threats, the more likely they are to be true.
July 15, 2025 at 6:44 PM
The Trump Trade has given way to the Taco Paradox: the less the market believes Trump's threats, the more likely they are to be true.
Long before there was cryptocoins, there were blubbercoins:
June 30, 2025 at 2:36 PM
Long before there was cryptocoins, there were blubbercoins:
