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Robert Armstrong | Financial Times

Accessibility helpSign InSubscribeFinancial TimesSubscribeSign InHomeWorldWorld HomeMiddle East warGlobal EconomyUKUSChinaAfricaAsia PacificEmerging MarketsEuropeWar in UkraineAmericasMiddle East & North AfricaWe’ll always have DubaiThe war of unintended consequencesIran warns it will hit US bases across region hours after president’s apologyIn the centre of the storm: what does the Iran war mean for Dubai?Trump’s war on Iran is spreading. Where does it stop?USUS HomeUS EconomyUS CompaniesUS Politics & PolicyThe war of unintended consequencesIran warns it will hit US bases across region hours after president’s apologyTrump’s war on Iran is spreading. Where does it stop?Donald Trump calls for more US military action in Latin AmericaUS draws up strict new AI guidelines amid Anthropic clashCompaniesCompanies HomeEnergyFinancialsHealthIndustrialsMediaProfessional ServicesRetail & ConsumerTech SectorTelecomsTransportIn the centre of the storm: what does the Iran war mean for Dubai?Is the nightmare scenario for global energy here?Palmer Luckey’s $1bn pitch to reboot 1990s video game consolesThe last of Hong Kong’s colonial-era trainee schemesShips in Gulf declare themselves Chinese to dodge attackTechTech HomeArtificial intelligenceSemiconductorsCyber SecuritySocial MediaPalmer Luckey’s $1bn pitch to reboot 1990s video game consolesUS draws up strict new AI guidelines amid Anthropic clashGoogle gives CEO Sundar Pichai new pay deal worth up to $692mnOracle and OpenAI scrap deal to expand flagship Texas data centreIran hits Amazon data centres in jolt to Gulf AI driveMarketsMarkets HomeAlphavilleMarkets DataCryptoCapital MarketsCommoditiesCurrenciesEquitiesMonetary Policy RadarWealth ManagementMoral MoneyETF HubFund ManagementTradingIs the nightmare scenario for global energy here?Britain is now the home of the Middle ManInvestors are not ready for a true shockUS faced with few good options to tamp down surging oil pricesOil hits highest level since 2023 as Iran war triggers historic surgeClimateOpinionOpinion HomeColumnistsThe FT ViewThe Big ReadLexObituariesLettersWe’ll always have DubaiThe war of unintended consequencesIs the nightmare scenario for global energy here?Britain is now the home of the Middle ManInvestors are not ready for a true shockLexWork & CareersWork & Careers HomeBusiness School RankingsBusiness EducationEurope's Start-Up HubsEntrepreneurshipRecruitmentBusiness BooksBusiness TravelWorking ItGoogle gives CEO Sundar Pichai new pay deal worth up to $692mnPapier founder: ‘I don’t own stocks or shares — it’s too much risk’Are you financially ‘prepped’ for higher inflation?Couples navigate their new money dynamicsWomen in the public eye keep watch as online attacks intensifyLife & ArtsLife & Arts HomeArtsBooksFood & DrinkFT MagazineHouse & HomeStylePuzzlesTravelFT GlobetrotterWe’ll always have DubaiTrump’s war on Iran is spreading. Where does it stop?Palmer Luckey’s $1bn pitch to reboot 1990s video game consolesHereditary peer Lord Mancroft: ‘They don’t care about fox hunting. It’s about us’Marinelli: my 15-year quest to ski the biggest face in the AlpsHow To Spend ItHomeWorldUSCompaniesTechMarketsClimateOpinionLexWork & CareersLife & ArtsHow To Spend ItFinancial TimesSubscribeSign InUnhedgedhereMeet Robert@rbrtrmstrng  on X.com (link opens in a new browser window)MarketsUnhedged. Retail private credit is an unsolvable problemPlus Korea’s rollercoaster marketRobert ArmstrongUnhedged PodcastThe case against stablecoinsIs there anything really new about them?MarketsUnhedged. On ignoring geopolitics, buying bubbles and hoarding goldInsights from the UBS Investment Returns YearbookRobert ArmstrongStyleRobert Armstrong: when buying clothes, can you beat the market?There are more than just financial considerations to take into account when buying vintage, quality basics and luxury itemsRobert ArmstrongUnhedged PodcastEnergy prices up, markets downWhat will the war in Iran mean for markets?MarketsUnhedged. The war and marketsTime is the crucial factorRobert ArmstrongMarketsUnhedged. Nvidia’s sales rocket while its shares flatlineIs there a limit to how big a company can get?Robert ArmstrongMarketsUnhedged. Global stock discounts vs US stock discountsPlus the fall in Treasury yieldsRobert ArmstrongUnhedged PodcastWhat the actual tariff?The US Supreme Court knocks old tariffs down. And new ones emergeMarketsUnhedged. The Halo effectHeavy asset, low obsolescence . . . high returns?Robert ArmstrongMarketsUnhedged. The AI doomers aren’t done yetPlus AMD and MetaRobert ArmstrongUnhedged PodcastThe report that rattled Wall StreetAI boom or AI doom?MarketsUnhedged. The Citrini fuss exposes a market looking for an excuse to fallFear > insightRobert ArmstrongMarketsUnhedged. Blue Owl and private credit’s structural problemTroubles at New York-based asset manager are making investors nervous about the wider industryRobert ArmstrongMarketsUnhedged. Nobody knows very much about where alpha comes fromStatistics > TheoryRobert ArmstrongMarketsUnhedged. The software sell-off, part IIA new kind of competition?Robert ArmstrongMarketsUnhedged. The housing market is not getting much betterAnd neither is inflationRobert ArmstrongMarketsUnhedged. The software sell-off (part one)It’s not a simple storyRobert ArmstrongUnhedged PodcastIs AI creating jobs?Somebody has to build the data centresMarketsUnhedged. Reason for hope on jobsGreen shoots are in cyclical sectorsRobert ArmstrongMarketsUnhedged. The US consumer is slowingBut only a littleRobert ArmstrongUnhedged PodcastWhat Takaichi's win means for global marketsStocks are surging under Japan’s new prime minister. Will that last?MarketsUnhedged. Memory investors have forgotten the last cyclePlus Takaichi and marketsRobert ArmstrongRomance and the cityFT correspondents and writers’ top romantic spots in their citiesOur insiders’ guide on where to do Valentine’s Day — and where not to — in some of the world’s most alluring destinationsUS banksUnhedged. Privatising the Fed’s balance sheetIt can be done. But why bother?Robert ArmstrongHelp CentreContact UsAbout UsAccessibilityCareersSuppliersTerms & ConditionsPrivacy PolicyCookie PolicyManage CookiesCopyrightSlavery Statement & PoliciesShare News Tips SecurelyIndividual SubscriptionsProfessional SubscriptionsRepublishingExecutive Job SearchAdvertise with the FTFollow the FT on XFT ChannelsFT SchoolsPortfolioFT AppFT Digital EditionFT EditAlerts HubBusiness School RankingsSubscription ManagerNews feedNewslettersCurrency ConverterFT Live EventsFT ForumsFT Leaders AcademyMore from the FT GroupFT Editorial Code of PracticeUKSubscribe for full accessHomeWorldMiddle East warGlobal EconomyUKUSChinaAfricaAsia PacificEmerging MarketsEuropeWar in UkraineAmericasMiddle East & North AfricaUSUS EconomyUS CompaniesUS Politics & PolicyCompaniesEnergyFinancialsHealthIndustrialsMediaProfessional ServicesRetail & ConsumerTech SectorTelecomsTransportTechArtificial intelligenceSemiconductorsCyber SecuritySocial MediaMarketsAlphavilleMarkets DataCryptoCapital MarketsCommoditiesCurrenciesEquitiesMonetary Policy RadarWealth ManagementMoral MoneyETF HubFund ManagementTradingClimateOpinionColumnistsThe FT ViewThe Big ReadLexObituariesLettersLexWork & CareersBusiness School RankingsBusiness EducationEurope's Start-Up HubsEntrepreneurshipRecruitmentBusiness BooksBusiness TravelWorking ItLife & ArtsArtsBooksFood & DrinkFT MagazineHouse & HomeStylePuzzlesTravelFT GlobetrotterPersonal FinanceProperty & MortgagesInvestmentsPensionsTaxBanking & SavingsAdvice & CommentHow To Spend ItSpecial ReportsAlphavilleFT EditLunch with the FTFT Globetrotter#techAsiaMoral MoneyVisual and data journalismNewslettersVideoPodcastsNews feedFT SchoolsFT Live EventsFT ForumsFT Leaders AcademymyFTPortfolioFT Digital EditionCrosswordOur AppsHelp CentreSubscribeSign In

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