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Robert Armstrong

@robarmstrong.bsky.social
50K followers 394 following 538 posts

US Financial Commentator, Financial Times. Opinions mine, unfortunately. The pursuit of pleasure is hard work.

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Robert Armstrong @robarmstrong.bsky.social · 12/10/2026
Try harder, says Wilt Chamberlain's ghost
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Robert Armstrong @robarmstrong.bsky.social · 02/10/2026
Donald Quintin, CEO Lone Star Funds, on why there are so few Private equity exits when there is plenty of buyers and capital around: *The sellers don't want to mark to market* as.ft.com/r/6eebca91-f...
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2026
Is it possible to dress better than this? No.
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2026
I mean
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Robert Armstrong @robarmstrong.bsky.social · 30/09/2026
Y tho?
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Robert Armstrong @robarmstrong.bsky.social · 17/09/2026
High valuations are sustained by trust; trust is built on accountabulity; but AI companies won't hold themselves accountable as.ft.com/r/b63376a8-1...
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Robert Armstrong @robarmstrong.bsky.social · 16/09/2026
My lifelong dream -- turning the FT into a tabloid -- is realised:
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Robert Armstrong @robarmstrong.bsky.social · 15/09/2026
How can you hope to control the bond market when you can't find a devent tailor! Look at those arm holes!
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Robert Armstrong @robarmstrong.bsky.social · 14/09/2026
What happened here
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Robert Armstrong @robarmstrong.bsky.social · 02/09/2026
Susan Sontag wrote “Notes on ‘Camp’” in 1964 -- the year Dolly Parton graduated high school and moved from the hills of East Tennessee to Nashville. Today, the essay reads as an homage: as.ft.com/r/89788b64-3...
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Robert Armstrong @robarmstrong.bsky.social · 27/08/2026
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Robert Armstrong @robarmstrong.bsky.social · 06/08/2026
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Robert Armstrong @robarmstrong.bsky.social · 30/07/2026
Warsh's ban on forward guidance is a legitimate policy choice. The problem is that his chosen justification for it is absolute nonsense.
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Robert Armstrong @robarmstrong.bsky.social · 21/07/2026
Edward Gorey would like a word
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Robert Armstrong @robarmstrong.bsky.social · 18/07/2026
Unhedged chart of the week: as.ft.com/r/d9fe3718-1...
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Robert Armstrong @robarmstrong.bsky.social · 13/06/2026
Wall Street consensus estimates for hyperscaler free cash flow. Provides a good snapshot of where the market's head is at, I think:
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Robert Armstrong @robarmstrong.bsky.social · 09/04/2026
Happy dont mess with Ohio day
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Robert Armstrong @robarmstrong.bsky.social · 08/04/2026
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Robert Armstrong @robarmstrong.bsky.social · 31/03/2026
I have said, repeatedly, that in war Trump will not be able to Taco. This headline suggests I could be wrong. Holy crow.
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Robert Armstrong @robarmstrong.bsky.social · 02/03/2026
here's the gist:
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Robert Armstrong @robarmstrong.bsky.social · 18/02/2026
I welcome this new regime of disciplining economists who do demostrably terrible work
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Robert Armstrong @robarmstrong.bsky.social · 14/02/2026
Whatever you may have read in the LAMESTREAM media, inflation DID NOT cool in January. Thank you for your attention to this matter!
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Robert Armstrong @robarmstrong.bsky.social · 14/02/2026
Unhedged chart of the week: the very vertical Beveridge curve -- can it last? @hakyungkim.bsky.social Sign up here: www.ft.com/newsletter-s...
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Robert Armstrong @robarmstrong.bsky.social · 11/02/2026
If you look at private employment only, and exclude health care, you can see how un-dynamic the job market has been since mid-2024. But you can also see a clear upward trend since October.
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Robert Armstrong @robarmstrong.bsky.social · 10/02/2026
Good recent report from Barclays yesterday taking apart the very wrong K-Shaped economy narrative. US consumption HAS NOT become more unequal or skewed toward the rich lately. Everyone please stop talking about this.
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Robert Armstrong @robarmstrong.bsky.social · 05/02/2026
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Robert Armstrong @robarmstrong.bsky.social · 03/02/2026
Does warsh think there is a stronger correlation between the Fed balance sheet (blue) and inflation (green) than between the balance sheet and the Fed Funds rate (orange)?
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Robert Armstrong @robarmstrong.bsky.social · 27/01/2026
It's suit and hiking boots weather
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Robert Armstrong @robarmstrong.bsky.social · 17/01/2026
Regime change occurred in US stock markets back on October 29. The last are now first.
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Robert Armstrong @robarmstrong.bsky.social · 12/01/2026
The Fed and markets have a very serious problem ft.com/content/21b5...
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Robert Armstrong @robarmstrong.bsky.social · 22/12/2025
Also my new friend Amelia is just follwoing me becasue she shares my interest in the yield curve and stuff:
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Robert Armstrong @robarmstrong.bsky.social · 22/12/2025
except this guy, he is totally real:
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Robert Armstrong @robarmstrong.bsky.social · 17/12/2025
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Robert Armstrong @robarmstrong.bsky.social · 08/12/2025
A little story about the Treasury secretary, Frankling the Turtle, and Treasury prices as.ft.com/r/6e764b13-d...
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Robert Armstrong @robarmstrong.bsky.social · 30/11/2025
Pauline Borsook in today's NYT:
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Robert Armstrong @robarmstrong.bsky.social · 29/11/2025
I mean
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Robert Armstrong @robarmstrong.bsky.social · 25/11/2025
@clarkelife.bsky.social bought this on the street near the FT's New York office. It's been a weird year.
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Robert Armstrong @robarmstrong.bsky.social · 11/11/2025
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!
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Robert Armstrong @robarmstrong.bsky.social · 06/11/2025
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.
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Robert Armstrong @robarmstrong.bsky.social · 30/10/2025
In these polarized times, this is a landslide:
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Robert Armstrong @robarmstrong.bsky.social · 30/10/2025
Should I go back to earrings? On the pros on cons of jewelly on (old) men: as.ft.com/r/9ad973ab-d...
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Robert Armstrong @robarmstrong.bsky.social · 25/10/2025
Unhedged chart of the week: Gooooold Sign up for COTW here: www.ft.com/newsletter-s... @hakyungkim.bsky.social
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Robert Armstrong @robarmstrong.bsky.social · 18/10/2025
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
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Robert Armstrong @robarmstrong.bsky.social · 03/10/2025
Value, low beta, and equal weigh all at very long term realtive lows... time to bargain hunt? ft.com/content/8409...
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Robert Armstrong @robarmstrong.bsky.social · 02/10/2025
boo
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2025
here's the arithmatic
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Robert Armstrong @robarmstrong.bsky.social · 01/10/2025
Got to use the numbers on table 3 of the release (levels and change)
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Robert Armstrong @robarmstrong.bsky.social · 29/09/2025
The Milei Mess! Sign up for Unhedged Chart of the Week here: tinyurl.com/yrzruuym
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Robert Armstrong @robarmstrong.bsky.social · 26/09/2025
Readers: my next several style columns in the FT will be about this porcupine. That is all.
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Robert Armstrong @robarmstrong.bsky.social · 17/09/2025
Spot the new guy
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