Robert Armstrong

Is Taco (Trump Always Chickens Out) dead, killed by Waco (the World Always Chickens Out)? Me with Paddy O'Connell on BBC Radio 4 sunday morning -- featuring
@lionelbarber

bbc.com/audio/play/m...

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
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oh dear

Well done Liesman!

‘All together now: inflation is rising. Not maybe rising, not rising depending on what you include or exclude. Just Rising.’ www.ft.com/content/5b3b... by @robarmstrong.bsky.social

ruh roh

Given anonymously

Ailanthus Leaves I (Vernis du Japon I) from Suite of Plant Lithographs http://www.moma.org/collection/works/77275

Happy to write it so long as you tell me what the answer is

not to mention true

This is very good indeed

The EU doesn’t need a deal with Trump The bloc has the strength not to offer the US anything

"The EU’s task is not ... to negotiate a trade deal, but to find ways to insure its economies, companies and workers as much as possible from the cost of being exposed to a completely unreliable US."
Very good from @MESandbu
www.ft.com/content/d508...

What are the songs of summer? Stephen Bush, Jemima Kelly, Martin Wolf and other FT writers choose the tracks that evoke festivals, first loves, sunshine and cricket

The spotify playlist attached to this will brighten even a v cloudy morning. Nun jazz! www.ft.com/content/a299...

Down in one: how private equity swallowed the BrewDog Unicorn Thanks for all the money, Punks

Have Brewdog’s equity punks been zeroed?

Great post by @mccrum.bsky.social
www.ft.com/content/5da2...

Yes, that's it

Nice that, at his age, Trump can still surprise himself

Aaaaaand Taco is back after 45 minutes away pass the hot sauce

Trump Likely to Fire Powell Soon, White House Official Says President Donald Trump is likely to fire Federal Reserve Chair Jerome Powell soon, a White House official said, and discussed the possible move in a meeting with congressional Republicans on Tuesday n...

If this happens, it's RIP Taco trade, period.
www.bloomberg.com/news/article...?

Awnings, Avenue Matignon

Awnings, Avenue Matignon https://www.wikiart.org/en/ellsworth-kelly/awnings-avenue-matignon-1950

Donald Trump reaps $50bn tariff haul as world ‘chickens out’ Only China and Canada have retaliated against US president’s tariff war

The WACO trade!
Donald Trump reaps $50bn tariff haul as world ‘chickens out’ www.ft.com/content/82e3... via @ft

Inside America’s booming immigration detention industry The enormous US deportation programme is enriching companies as detainees complain of poor treatment

Terrific piece on the booming business of locking up migrants. Read it!
ig.ft.com/us-immigrati...

In search of the perfect hat [FREE TO READ] My bald head has two modes: cold and sunburned. In winter, my watch cap does the trick — but summer headgear is a challenge

On the problem of hats
on.ft.com/3TLdaCp

Heinz, Kraft and Warren Buffett How the world’s most famous investor made money on a stumbling stock

i was excused from the last podcast while the menfolk* talked about ketchup and capitalism and reminisced about the good old days of M&A

* @robarmstrong.bsky.social + @johnsfoley.bsky.social

www.ft.com/content/75cc...

Heinz, Kraft and Warren Buffett How the world’s most famous investor made money on a stumbling stock

POD TIME
Ketchup! Zero-cost budgeting! Mustard! Private equity! And how Warren Buffet wins even when he loses!
www.ft.com/content/75cc...

An acquired taste, perhaps

Have you not experienced the essence de déchets chauds that gives New York summer its powerful charm?

perfect chat gpt outcome!

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.

No, riots have to happen during the week. Union rules.

Lessons from the Kraft-Heinz cul-de-sac Financial restructuring is, at best, a secondary source of value

Lessons from the Kraft-Heinz cul-de-sac - this is such a telling piece on M&A by @robarmstrong.bsky.social. Says a lot about the value destruction that can result from M&A and the damage that can be done for short term gains. www.ft.com/content/727c...

A vintage, grainy black-and-white photo of a smiling cgirl wearing a patterned dress

13 July 1932 | A German Jewish girl, Lonny Krotoschiner, was born in Berlin.

In March 1943 she was deported to #Auschwitz and murdered in a gas chamber.