Untitled https://www.wikiart.org/en/ellsworth-kelly/untitled-1957

My love triangle with food and clothes: www.ft.com/content/63f4...

POD TIME Me and @robarmstrong.bsky.social 2026 half-time markets report, featuring: - velociraptors - fun-sized stocks - sad trombones - anchovies - lovely doggos www.ft.com/content/84c6...

Kevin Warsh is right to believe the Fed balance sheet should be smaller. But he believes it for the wrong reasons. This could be a problem. as.ft.com/r/92f344c7-b...

“Kevin Warsh is the dog who caught the car.” 🏆 lede from @robarmstrong.bsky.social www.ft.com/content/86f9...

I stole @katie0martin.ft.com's chair and discussed the very uncontroversial and unifying subject of gilts and politics with @robarmstrong.bsky.social on Unhedged today www.ft.com/content/b669...

Accessing it *for your kids* to watch a program is really obnoxious. You inevitably have to scroll through what feels like every single program ever put into the Disney (or XYZ media platform) library to get that one episode. They see five other things they want to watch before you get there.

There is a word for this www.ft.com/content/f701...

POD TIME me and @robarmstrong.bsky.social on big tech's little (?) wobble, featuring: -pops -dad jokes -Rob is a bitcoin bro now open.spotify.com/episode/65GZ...

I wrote about how much choice streaming TV has given us, and how accessing it is more confuising and annoying all the time. Commentors reply: pirate everything, it's way easier! Does the industry worry that platform fragmentation is an incentive to theft? as.ft.com/r/32856af3-1...

Tired: Narco-states. Wired: Necro-states.

I guess they took it way too literally

‘Our picture of leverage in the financial system is incomplete. But we know it is high, and in most cases still rising very briskly.’ www.ft.com/content/8c8c... by @robarmstrong.bsky.social

POD TIME Me and @robarmstrong.bsky.social on The Kevin Warsh Show, featuring - Kevin Warsh, dot burglar - time is a flat circle - say less fam - backing up the taskforce truck - those effing glasses www.ft.com/content/0c09...

PODDDD me and @robarmstrong.bsky.social on "the most iconic week in the bond markets" featuring: - 3 is the new 2 - de-treasurisation? - Rob soccersplainin' - the unbreakable teenager open.spotify.com/episode/48he...

nice piece on a shift in the $ narrative by @kateduguid.bsky.social www.ft.com/content/c236...

No Vanilla Ice? I'm out

You can now buy SpaceX for only 2.7 Berkshire Hathaway's. Get in while you can!

Wall Street consensus estimates for hyperscaler free cash flow. Provides a good snapshot of where the market's head is at, I think:

THE POD me & @robarmstrong.bsky.social & our Middle East ed Andrew England, who I don't think is on here, on: -no but seriously what is going on in Iran? -deal or no deal? -walruses -sand -the Great Brotation open.spotify.com/episode/5xrA...

Colored Paper Image XIII (Yellow Green Black Blue Orange) http://www.moma.org/collection/works/60733

Zuck must listen to Unhedged. This trade was being recommended by @robarmstrong.bsky.social this week 😊

Read this wonderful @robarmstrong.bsky.social column on my second-favourite of the 7 deadly sins: "Vanity, channelled the right way, helps bring order and joy to social life." as.ft.com/r/7b9a73ac-3...

‘Average sales volumes at 15 of the largest US staples companies — Coca-Cola, Procter & Gamble, Hershey — have been negative in 13 of the last 18 quarters. Much of America works in industries that look more like consumer goods than tech.’ www.ft.com/content/e318... by @robarmstrong.bsky.social

POD O'CLOCK me and @robarmstrong.bsky.social on the tech IPO feeding frenzy, featuring: - sign of a top? - or just giving the people what they want? - pronunciation - subversive cubicle dwellers - Godzilla open.spotify.com/episode/166k...

Another win for the good guys.

🫛 POD 🫛 Me, @robarmstrong.bsky.social and @johnsfoley.bsky.social try to make sense of how SpaceX can possibly be worth $1.75 trillion (!). Featuring: -what killed the dinosaurs -mucking about with indices -horror -steroids open.spotify.com/episode/1AlG...

POD TIME me, @robarmstrong.bsky.social and in his pod debut, Daire MacFadden, (who I don't think is on here) on what's eating the bond markets and how the UK is contriving to make a bad situation slightly worse, featuring: -FT anarchy -shampoo -no silly questions open.spotify.com/episode/19Rx...

Black White Black from Series of Ten Lithographs http://www.moma.org/collection/works/67187

Some all-time highs today: Intel Qualcomm SanDisk Micron Corning AMD AMAT Western Dig Texas Inst Seagate Some 52-week lows: Domino's Lululemon Norwegian Cruise McDonald's Hormel General Mills Tractor Supply @cnbc.com

You know what ground beef goes into? www.wsj.com/politics/pol...

POD me + the wriggly and restrained @robarmstrong.bsky.social on super soaraway US earnings, featuring: -Buy America? -Apocalypse Now -semi-annual reporting? Y tho? -muntjacs open.spotify.com/episode/6WO1...

McDonald's here continues to describe low-end as pressured & declining. Fair to say #$MCD has been more dour on this demo than most for a while now. This Q, #$V #$COF #$SYF with much broader view of this consumer have cited no step-down & if anything improvement. #$XLY #$XLF #$WMT #$DG

This is a great example of someone using Masshole in the best possible way. “Is that a question?” “Yeah, kinda, like… are we being pricks? Are we trying to do nothin’? Cause it seems like we’re doin’ nothin’.”

Reminder that we're doing this tonight. Stop by and say hello, if you want. Or not. Whatever. www.ft.com/content/7863...

POD @robarmstrong.bsky.social and I roped in @robinwigglesworth.ft.com for his favourite hobbies: shameless self-promotion and being a Finance History Dad. The essay question: Are AI the new US railroads? www.ft.com/content/f9ca...

Yes, can't imagine why the Brits would be up in arms over something that's threatening to tank their economy

The pod! From me and @robarmstrong.bsky.social Featuring: -the only funny joke by a central banker ever -staying alive -bathing in diamonds -extreme old age -NACHO is the new TACO open.spotify.com/episode/2G3g...

AI companies' talk about safety & responsibility is just noise. They will follow the money, like all other companies. And that's (mostly) fine. as.ft.com/r/c9d586a9-1...

👂🏻 POD 👂🏻 Me and @robarmstrong.bsky.social with a grab bag of stuff like: -are stocks behaving rationally for once? -UAE's Opexit -Jay Powell's swan song -TFW your smart watch hates you -snooker open.spotify.com/episode/2apZ...

Time for a particularly good round of the "Imagine if Obama did this" game

Broadway http://www.tate.org.uk/art/artworks/kelly-broadway-t00511

25 April 1911 | A Dutch Jewish woman Elisabeth Carolina de Vries-Gersons was born in Tiel. In February 1943 she was deported to #Auschwitz together with her daughter Rosa Henriette. They were murdered in a gas chamber after selection.

A vibe check from commodities pros - www.ft.com/content/b5e2... via @robarmstrong.bsky.social It's worse than the headline numbers suggest:

Even as a critic who has tried to write about MJ’s legacy with nuance and grace, I appreciate the clarity the director of Leaving Neverland brings to the table

String Bean Leaves III https://collections.artsmia.org/art/46099/

🚨Job🚨 at @data.ft.com: We're hiring a data journalist in the US, based in New York or Washington #ddj: job-boards.greenhouse.io/financialtim...

Wearing a sweater does not make you a nice person: www.ft.com/content/b41b...