How can you not love FT-Alphaville? ๐
@tobyn.bsky.social @robinwigglesworth.ft.com
How can you not love FT-Alphaville? ๐
@tobyn.bsky.social @robinwigglesworth.ft.com
Oh wow, i love AI now.
Competition is good, unless you're LARPing as money.
www.ft.com/content/4724...
A brief update on inflation swaps.
www.ft.com/content/c2f1...
A mark-to-magic tax avoidance vehicle.
as.ft.com/r/91c0a6e4-d...
All the signs were there.
AAAAAAAAAAAAAAHHHHHHHHHHHHHHH
Private credit dataviz. ๐
as.ft.com/r/aab30bf0-9...
My take last June in @alphaville.ft.com : โPalihapitiyaโs real talent isnโt Spacs or venture capital or even podcasting. Itโs chutzpah. He has reframed his spectacular failures โ from which he has profited enormously โ as proof that he has learned the hard way.โ www.ft.com/content/e859...
SpaceX probably has revenues of less than $20bn and loses money after the merger with xAI, but is targeting a $1.75 TRILLION IPO.
So Alphaville got two experts to go through how Musk will probably try to pull off what could be the biggest bagholder operation in history. www.ft.com/content/5bf1...
"Analysts will remain the source of ideation" ...
www.ft.com/content/9f7d...
๐จ Quick post taking the measure of inflation expectations in fixed income markets www.ft.com/content/ed52...
ftav.substack.com
We done a pod innit
Me + @robarmstrong.bsky.social + FT oil nerd @jamiesmythft.bsky.social on The Obvious featuring:
-oil ๐
-Gas ๐
-anyone fancy piloting a ship through the Strait of Hormuz? Anyone? ๐ข
-markets ๐คฎ
-sausage rolls ๐ฅง
-2026 is going *just great* ๐๐ป
open.spotify.com/episode/3h5w...
@robinwigglesworth.ft.com on Capital Group's rebellion against SPIVA.
โReaders are reminded that past wars are not indicative of future results.โ
Front page splash: Iran seeks vengeance for Khamenei with strikes on Israel and US Gulf allies
Itโs been a busy weekend for our fantastic global team of reporters and editors, partic our unmatched Tehran crew - so instead of doing a thread of various news items youโve missed, Iโll just leave you with this: proof that print is still alive and kicking in the 21st century. #buyapaper
Back from paternity leave. Whatโd I miss?
Osloโs Iranian community seems pretty chuffed with Khameiniโs death.
This week's everything, in one handy email.
ftav.substack.com/p/the-attent...