Robert Armstrong

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Wednesday, 22 November, 2023

Fashion
Luxury fashion prices have gone too far
The cost of designer goods has shot beyond what the brands’ chatter about look and quality can justify
Wednesday, 22 November, 2023

Unhedged
A bad idea from Finra Premium content
And more on the zombie notpocalypse
Tuesday, 21 November, 2023

Unhedged
The Zombie notpocalypse Premium content
Easy money has not bred the undead
Monday, 20 November, 2023

Unhedged
Anatomy of a slowdown Premium content
US retailers’ results show mild but uneven decline in growth
Friday, 17 November, 2023

Life & Arts
How America got high as a kite
The war on drugs hasn’t worked. But decriminalisation has its own risks
Friday, 17 November, 2023

Unhedged
Olivier Blanchard on debt explosions Premium content
What to do when r - g = 0
Thursday, 16 November, 2023

Unhedged
Banks and the soft landing Premium content
If there is no recession, bank stocks are too cheap
Wednesday, 15 November, 2023

Unhedged
A near-perfect inflation report Premium content
And the food stock crash
Tuesday, 14 November, 2023

Unhedged podcast20 min listen
Big Tech roundup: Tesla, Nvidia, Apple and more
Our stock-picking contest is midway through. How are the contestants doing?
Tuesday, 14 November, 2023

Unhedged
QT is not nearly done Premium content
And more on consumer confidence
Tuesday, 14 November, 2023

Insurance
Aon president warns insurers against ‘walking away’ from major risks
Industry should be ‘very careful’ about offloading coverage of cyber attacks and pandemics to public sector
Monday, 13 November, 2023

UnhedgedMarkets
Why consumers feel so glum Premium content
And the costs of monetising the debt
Wednesday, 8 November, 2023

Unhedged
What investors should know if Trump wins in 2024 Premium content
And bad small-cap balance sheets
Tuesday, 7 November, 2023

Unhedged podcast27 min listen
Pub quiz showdown: Alphaville vs Unhedged
Two rival finance newsletters compete to answer ridiculously hard questions
Tuesday, 7 November, 2023

Unhedged
The next corporate debt crisis Premium content
How dangerous is higher for longer?
Monday, 6 November, 2023

UnhedgedUS economy
The case for optimism Premium content
The US economy is not headed over a cliff
Friday, 3 November, 2023

Unhedged
It ain’t over till it’s over Premium content
The rates cycle, that is
Thursday, 2 November, 2023

Unhedged podcast20 min listen
Sam Bankman-Fried takes the stand
Former crypto tycoon risked everything to testify. Did it help?
Thursday, 2 November, 2023

Unhedged
The Fed won’t rely on the market Premium content
Plus, combining journalism and trading
Wednesday, 1 November, 2023

Fashion
Before becoming Taylor Swift's boyfriend, Travis Kelce was already dressing the part
Many will blanch at the athlete’s flamboyant tastes — but his clothes are perfect for deflecting the world’s gaze
Wednesday, 1 November, 2023

Unhedged
Japan is changing, slowly Premium content
And tobacco companies
Tuesday, 31 October, 2023

Unhedged
The mystery of Disney Premium content
And a regime shift in risk-adjusted returns
Monday, 30 October, 2023

Unhedged
The unappeasable market Premium content
A strong economy is not enough
Friday, 27 October, 2023

Unhedged
The American boom Premium content
The very opposite of a recession
Thursday, 26 October, 2023

Unhedged podcast14 min listen
A massive GDP number
The US’s third-quarter GDP growth was surprisingly strong. What drove it?