ARMSTRONG: “.. It is, of course, utterly unclear whether the president’s comments have anything to do with a change in balance of the war on the ground.”
@robarmstrong.bsky.social
www.ft.com/content/4629...
as.ft.com/r/08358903-1... The thing that everyone expected to happen has happened
@robarmstrong.bsky.social
I only do words
You can say it, but I'm not going to say it.
I'm also very handsome, people say it all the time
POD O'CLOCK
God knows there's enough to worry about, but please find space in your head to also worry about stablecoins.
@robarmstrong.bsky.social and I chatted to brainbox @bhgreeley.bsky.social to explain why
www.ft.com/content/f9c8...
As George Orwell once said, ‘Kristi Noem makey uppy stuff’
[Exit Murderer.]
www.youtube.com/watch?v=sr_y...
"The day the UBS Global Investment Returns Yearbook appears is something like Christmas Day for sad markets nerds." - @robarmstrong.bsky.social here on some of its findings this year. One ignore geopolitics
The efficent markets hypotheisis applies to clothes:
as.ft.com/r/4a16efa4-b...
We done a pod innit
Me + @robarmstrong.bsky.social + FT oil nerd @jamiesmythft.bsky.social on The Obvious featuring:
-oil 📈
-Gas 🚀
-anyone fancy piloting a ship through the Strait of Hormuz? Anyone? 🚢
-markets 🤮
-sausage rolls 🥧
-2026 is going *just great* 👍🏻
open.spotify.com/episode/3h5w...
Chart of the Week: Nvidia’s sales rocket while its shares flatline—There is no sign that data centre spending, and therefore sales of Nvidia’s GPU chips, is slowing down any time soon. But the longer-term future… www.ft.com/content/45c1... @robarmstrong.bsky.social @financialtimes.com
here's the gist:
What excellent advice, Dom! Evergreen.
futures market says this whole thing is wrapped up lunchtime tonorrow
I miss Todd Snider
👂🏻 POD TIME 👂🏻
me, @robarmstrong.bsky.social & special guest @alanbeattie.bsky.social on what is going on with tariffs after the big 👎🏻 from the Supreme Court, featuring
-new tariffs? How? 🤷🏻♀️
-refunds FTW 💰
-the friends you lose along the way 😢
-HALO = new TACO 😇
open.spotify.com/episode/2BLa...
I just wonder if all that capex spend buys them something commodizsable, ie, they are just building huge compute utilities. It's a moat, but low ROIC?
Harsh, but fair
A viral research note on AI gets its economics wrong
economist.com/finance-and-...
Gavin you did a better job with this than I did -- are you, by any chance, AI? It would make me feel better if you were
Just shows how certain he was
A vintage black-and-white photo of a young boy in a tweed suit and white shirt, standing in front of a blurred botanical backdrop.
25 February 1932 | A French Jew, Henri Dresner, was born.
He arrived at #Auschwitz on 9 August 1942 in a transport of 1,069 Jews deported from Pithiviers and Beaune-la-Rolande. He was among 794 people murdered in a gas chamber after selection.
👂🏻 POD TIME 👂🏻
me and @robarmstrong.bsky.social on
-AI doom or AI boom?
-Scaredy-cat flip-flop stocks
Plus:
-subterfuge!
-Seals!
-Shrinkflation!
open.spotify.com/episode/2DLP...
- @robarmstrong.bsky.social put it well this morning in a note on Citrini www.ft.com/content/8a09...
alas
UPDATE: fake me has been suspended, nice job @bsky.app
Gawd
LOL
