Your move, Jane Street. on.ft.com/3JJVCoj
A markets and finance blog that's outside the FT paywall. All we ask is that you register to read: https://on.ft.com/3tDRiiu
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Your move, Jane Street. on.ft.com/3JJVCoj
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Ideally all FTAV posts on knotty monetary policy issues should start “Back in the 14th century…” on.ft.com/4n4u23w
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The Bullish-ARKK trade we speculated about last week might have been even better than we assumed, because of a dumb oversight I made. on.ft.com/4lQ1VE7
Billion dollar crypto-adjacent Cathie Wood IPO ETF shenanigans. 👇 on.ft.com/46c1JdP
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"The previously successful treasury strategy seems now to be preventing stockholders from fully participating in the very bitcoin rally they are funding." on.ft.com/3JR070i
🚨 Sometimes it’s cruel to keep track of what people say. Today - in the very specific realm of BofA ultra-short term FX forecasts — is not one of those days. on.ft.com/45F6vk4
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Unpresidented. on.ft.com/3UIlnI2
To keep us free to read, the people upstairs want user metrics, and they pay our wages.
Still free. on.ft.com/3tDRiiu
👕 on.ft.com/4p5t0Gz
Topco debt numberwang. on.ft.com/3Jr9nrY
When Harry Met SEC. on.ft.com/47qV9S3
A canary in the data mine. on.ft.com/45IM0kZ
🚨 Private credit default rates: super-low? on.ft.com/47E8bLO
Travel unravels. on.ft.com/45EumPn
Here's a very good @tobyn.bsky.social post on shadow default trends in private credit. www.ft.com/content/db8f...
Aye, Rand? on.ft.com/4oRTnQ7
at the 'stack, I reminisce on themes from Bryce's alphaville post today backofmind.substack.com/p/stupid-gam...
Fine. Bye.
Yes free. on.ft.com/3tDRiiu
Retail sales are the latest UK data series to suffer from "ONSistis". So we've launched an interactive game — Is It Borked? — for you to guess which data series the ONS has been forced to suspend. (NB: The answers all come from the ONS so may not be right.) www.ft.com/content/e9bb...
Forecast kayfabe. on.ft.com/4fKFZJp
Nik-Naks Takis tax on.ft.com/45MoZhn
Error code: 0x8000c35a on.ft.com/473tkPt
Never before has Chamath been so savaged in so few words. Pure @alphaville.ft.com on.ft.com/47zIV9s
Double the axis, double the fun. on.ft.com/4oFNmFW
J-Hole: nbd on.ft.com/3V8J6RI
Someone (not you) has won a T-shirt. on.ft.com/4mJiFOf
Are Russian sanctions finally biting? Elina Ribakova thinks maybe. on.ft.com/41Mqjzg
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"Much to consider."
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Also: three-hundred free clicks for this extraordinary dispatch from FTAV's chief culture war correspondent @jemima.bsky.social on.ft.com/4m8BTNx
FTAV's boating correspondent @bhgreeley.bsky.social has an exceptionally good column in the main book. First 300 clicks jump the paywall. on.ft.com/4lDIy1j
Want your LBO model to have hallucinated metrics and lots of em-dashes? Then this might work: on.ft.com/4lfXbaz
Let us know if you want a link to the Pulitzer nomination form. on.ft.com/3HoGXy4
A vital piece from the @alphaville.ft.com team in which journalists do some profound and serious journalism, to find out whether Tesco are charging vat on their birthday cake sandwich. www.ft.com/content/6256...
First person shooter vs first person scorer on.ft.com/40TlRyt
Sandwich filler. on.ft.com/40TdVxh
Born in the USA. Maybe. on.ft.com/3UgxTOF
Elon Musk investment in Texas lobbyists is beginning to bear fruit… on.ft.com/4mweSUC
Basel's back, and this time it's Baseler. on.ft.com/3HlTYbG
In conversation with the tax dude. on.ft.com/4m4fhOf
What's in your wallet? Who knows! on.ft.com/46C38Lw
In conversation with the tax dude. on.ft.com/4m4fhOf
Figma’s IPO was fine, actually https://on.ft.com/4mjcPTI
Figma’s IPO soared 250% — cue outrage. $3bn left on the table? A rigged game? Not so fast. In @alphaville.ft.com, I argue that the “broken” IPO process may just be the least-worst option. $FIG Free to read: www.ft.com/content/9fa9...
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Here’s FTAV’s Friday charts quiz, this week with a thematic twist. See if you can guess it. 📈 on.ft.com/46Eb8f6
"Liquidity became like trying to eat a watermelon through a straw." on.ft.com/4mmBIOc
Regulatory capture: on.ft.com/457HBba
2500 words on a sandwich on.ft.com/4l4S5xM
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Instructive piece by @alphaville.ft.com on the #repo market, that shows how banks’ intragroup transactions (between commercial & investment arms) explain a substantial part of the rise of negative haircuts in Europe TL;DR => post-2008 ringfencing measures are toothless www.ft.com/content/301b...
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Here's a post about a moderately interesting study of management consulting efficacy, with a headline optimised for LinkedIn. on.ft.com/4mmgC2F
It was the sun watt won it. on.ft.com/3H9fLmR
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📈+📉+📊 = 👕 on.ft.com/46YRcDy
Tom Hayes, in his own words. on.ft.com/3GWigZO
Reinforcing Strategy? Up to a point .... on.ft.com/44KmdtA
Turns out "buy stuff before other people have to buy it" isn't a failsafe strategy. on.ft.com/4kUyKPM
How much is a pint? It's complicated. on.ft.com/3Uzy4od
Trump's Fed attacks have a parallel. on.ft.com/4o8M3iE
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This week's Q&A is with a spookware specialist and Doge UK leader who didn't even last a whole Scaramucci. on.ft.com/44Y0tZV
🔊 💣 on.ft.com/46hqWEl
Is it possible to put a number on the private debt illiquidity premium? No. What about lots of numbers? Yes! on.ft.com/4lE5jCX
Please join us down a bond benchmark rabbit hole. on.ft.com/40nTU1E
Your signal that the work week is nearly over. on.ft.com/3ITrW7G
A long chat with a short guy. on.ft.com/4kNHIOX
Please join us down a bond benchmark rabbit hole. on.ft.com/40nTU1E
A whole week of FTAV's Further Reading, should you want it. Friday: on.ft.com/40oNH5x Thursday: on.ft.com/4kI4Xd1 Wednesday: on.ft.com/4kI4Xd1 Tuesday: on.ft.com/4kI4Xd1 Monday: on.ft.com/3IAZd7F
Happy Crypto Boxing Day. on.ft.com/40sf2Up
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The Plots Against America. on.ft.com/4kMjrJ5
Questions answered by my T-shirt on.ft.com/4lCkRXQ
Yes for you. The paywall is lying to you. www.ft.com/content/b6cd...
It's on Alphaville so free to read, Making Chips. Just register an account. www.ft.com/content/b6cd...
Have Brewdog’s equity punks been zeroed? Great post by @mccrum.bsky.social www.ft.com/content/5da2...
Were you feeling lucky, Punk? on.ft.com/44MvnEB
🔊 🌮 on.ft.com/3GtKFpV
"it’s possible that well-run Bitcoin treasury companies are the most undervalued public equities in the world" ... on.ft.com/4kJsbzM
🚨 Should (macro) investors should care about ICE raids? on.ft.com/4f34KQz
bond tape droppin v v soon on.ft.com/3GKgc70
Chinese markets don't like the dark. The reasons why are uniquely Chinese, but still kind-of interesting. on.ft.com/44JxSri
Good morning. We're all going to die. on.ft.com/4lQjfcz