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Rob Armstrong

๐Ÿ‘ค Speaker
497 total appearances

Appearances Over Time

Podcast Appearances

Unhedged
The Buy America trade

Just wide open in June.

Unhedged
The Buy America trade

If it's closed shut in September, what do you call it?

Unhedged
The Buy America trade

Squeaky bum time at that point?

Unhedged
The Buy America trade

It's squeaky bum time.

Unhedged
The Buy America trade

Katie, let me interrupt you.

Unhedged
The Buy America trade

We should be glad it's not.

Unhedged
The Buy America trade

The market is in a sustainable place right now, and that's something to be celebrated.

Unhedged
The Buy America trade

Bad vibes plus good earnings is a market I want to own, right?

Unhedged
The Buy America trade

Because good vibes turn to bad vibes, right?

Unhedged
The Buy America trade

And you can't predict when.

Unhedged
The Buy America trade

So if the vibes are only so-so and earnings are good, that helps me be calm.

Unhedged
The Buy America trade

Well, I wonder how much it really helps investors.

Unhedged
The Buy America trade

At some point,

Unhedged
The Buy America trade

The information is just causing a lot of mindless trading on increments of information that actually aren't that important.

Unhedged
The Buy America trade

And to the degree that investors could keep their eyes firmly locked on the long term rather than the tiny squiggles that happen in a given quarter, maybe that would be good.

Unhedged
The Buy America trade

By the way, I'm sympathetic to your point.

Unhedged
The Buy America trade

It's like...

Unhedged
The Buy America trade

market sure doesn't look broken right now.