🚨🚨🚨 LONDON QUIZ KLAXON 🚨🚨🚨

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It's quiet. Too quiet Plus: tariff wars, sovereign defaults, private credit, Chinese cars, protein shakes, gig work, AI slop, and instant coffee

🚨New @alphaville.ft.com stack now out. open.substack.com/pub/ftav/p/i...

A SpaceX lock-up waiver would be "the most visible example of an insidious trend that has been quietly eroding investor protections for over a decade."

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For @alphaville.ft.com, I had a look at this controversial investor's portfolio, and the fact that his stocks all seem to go ... down

That'll be the death spiral financing, I guess

Scenic route via Trump Media and John Fife's premium quality shrimp investment

www.ft.com/content/2215...

This is mainly about US financial dominance and whether it’s in danger, but @tobyn.bsky.social and are happy to field other questions. Feel free to ask him what’s his favourite type of chart, or me about the Eurovision Song Contest. www.ft.com/content/dddf...

A chart showing the US average 30yr fixed rate mortage rate from 2021 to 2026 that shows the current rate ticking higher to around 6.5%

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Good morning.

I have written a short piece for @alphaville.ft.com about Trump’s 100% tariff (or is it?) on pharmaceuticals and the perpetual leverage machine,

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European repo is absolutely massive [FREE TO READ] Repurchasing power parity

🇪🇺

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Our quest not to solve bitcoin’s great mystery Because what is this, 2014?

[sigh]

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🚨Took a look at sovereign defaults for @alphaville.ft.com. www.ft.com/content/d796...

SpaceX bankers bend over backwards to bag IPO role To infinity back-scratching and beyond

Dogfooding Grok.

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Much ado about marshmallows Good news, it’s s’more VAT nonsense

Another magic post from our resident VATfluencer @louisashworth.bsky.social, this time on the tax treatment of giant marshmallows. www.ft.com/content/eb37...

Earnings forecasts up, stocks . . .  down Snoozefest or losefest?

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Earnings forecasts up, stocks . . .  down Snoozefest or losefest?

www.ft.com/content/f269...

A peek into who owes what and to whom Striking a chord

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A spokesperson could not be reached for comment (possibly because she doesn’t exist) The curious case of Emilia Carrière, alleged comms professional

A spokesperson could not be reached for comment (possibly because she doesn’t exist) - great guest blog from Laith Al-Khalaf for @alphaville.ft.com. www.ft.com/content/05c9...

FT Alphaville’s toy Collateralised Whatever Obligations [FREE TO READ] The FTAV Credit Explainer Part II: Securitisation Bugaloo

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Is THG about to make some mAjOr gAiNs? Over nearly 2,000 words, we struggle to say [FREE TO READ] Bulk bye

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FTAV’s Friday chart quiz The plot thickens

Even if you don't have the chops to enter our weekly chart quiz, it's still worth clicking to gawp at Chart One.

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A helium shortage could be the next Hormuz headache [FREE TO READ] The Economics Show 🤜🤛 FT Alphaville

ᴼʰ ⁿᵒ

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Insider trading is still, in case anyone has forgotten, illegal Plus: war, credit, gold, oil, broadband, satellites, cows, Temu, and Nigel Farage

This was the week that was.

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Inflation hits the stomach, again Hormuz shutdown goes against the grain

The next Florsheim to drop? www.ft.com/content/c5d0...

Everything you always wanted to know about credit (but were afraid to ask) To pay or not to pay, that is the question

A Bluffer's Guide to Credit. Unless you know everything, you'll learn something.

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It turns out that legalising gambling is bad [FREE TO READ] This has shocked us to our core

Is it socially valuable? No. Is it economically valuable? No. But is it fun? Also no.

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Central bank governance reform for the lols End the Fed?

Bessent's a BoE fan. Is he right to be?

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Now and forever, a stockpicker’s market Stocks for the looong run

Beating the index is a simple matter of looking at 29,754 stocks and picking the 46 good ones.

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PDD’s magic money machine keeps turning Yet the Temu-owner continues to hoard every cent

Temu keeps selling crap, PDD keeps hoarding cash

www.ft.com/content/5a75...

This is nuts, when’s the crash — AI cow collar edition [FREE TO READ] A heifty funding round

Here's a post in which the editor tried to recreate the Vince McMahon reaction meme using stock images of cows.

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Que Sora, Sora RIP Sora. OpenAI video generation platform, 2024-26. We hardly knew ye.

Brief reflections on Sora getting canned.

www.ft.com/content/5acd...