Why America is falling out of love with Israel Public opinion and elite sentiment has turned decisively against Netanyahu

"There should be no mystery why younger Americans are as pro-Palestinian today as their forebears were once pro-Israeli. Rabin staked his life on peace. What will posterity say of Netanyahu?" My column on why America is falling out of love with Israel. www.ft.com/content/353e...

Had not appreciated quite how closely the planned Arc de Trump copies the Arc de Triomphe size and proportions. www.nytimes.com/interactive/...

What is a notable bit of broker research that has stuck in the memory for you?

this is completely the right approach

this is true - it is a core compatibility test

"Financial markets ended last week on an upswing — apparently convinced that the worst of the crisis is over. That assumption looks complacent." @gideonrachman.bsky.social column here arguing the Iran crisis has not yet peaked www.ft.com/content/8456...

Fair enough - not you but it has been really striking how many Liverpool fans on this site seem have been aggrieved about Arsenal all season

so which team do you support Inaki?

Well a lot of people on this site do

Not yet ready for hope

The small errors of technique that can contribute to huge narrative swings...

Kai Havertz's missed header in added time at Man City.

Painful day for the Arsenal. Not an unfair result for the game (or potentially the league) but could have gone either way. Still don’t get why so many other clubs want Man City to win

The stock market’s new approach to valuation It is demonstrating an Earnings Before Iran, Tariffs and Dubious Announcements (ebitda) mentality

Check out my latest column for @financialtimes.com:

The S&P 500 keeps rising...the market appears to be adopting an Earnings Before Iran, Tariffs and Dubious Announcements (EBITDA) approach: as.ft.com/r/d23a0e69-d...

The declining appeal of the Hong Kong expat Demand for mainlanders with Mandarin skills is on the rise

The idea of FILTH - Failed in London, Try Hong Kong- was always a crude caricature. But it really does not reflect HK now. @arjunneilalim.ft.com here on how it is now harder for a western expat to turn up in HK and find work. Mandarin speakers more in demand now in finance www.ft.com/content/b1f0...

Organised crime suspect Daniel Kinahan arrested in Dubai Irish police are looking to extradite man alleged to be one of Europe’s top criminals

Daniel Kinahan, the Irishman alleged to be one of Europe’s leading organised criminals and drug traffickers, has been arrested in Dubai on an Irish arrest warrant. www.ft.com/content/50bb...

remarkable story here about the time Gazza came to the recue of David Olusoga in a racial attack when they were kids www.instagram.com/reel/DXOpc5P...

fun piece - very cool..you should take it up again...maybe kintsugi too if you have not done that

The Mythos cyber scare signals the economics of AI scarcity As the capabilities of frontier models advance, gaining access to the technology could become critically important

One less appreciated takeaway from
The Mythos cyber scare is that is a signal that the economics of scarcity is coming to AI, argues Richard Waters here. That gives the model bigger pricing power www.ft.com/content/53f9...

China to drive a weight-loss drug price war The active ingredient semaglutide is starting to lose patent protection and China can produce GLP-1 related treatments at scale

GLP-1 drugs have had a huge impact already. Imagine what happens when they become much much cheaper soon. June Yoon column here on the coming price war www.ft.com/content/a101...

Veteran investor Mark Mobius dies at 89 Renowned fund manager was a pioneer in emerging market investing

Veteran investor Mark Mobius dies at 89 - FT story here from @emdunks.bsky.social www.ft.com/content/590c...

Mark Mobius, Emerging Markets Investing Pioneer, Dies at 89 Mark Mobius, who put emerging markets on investors’ radar with on-the-ground insights over more than four peripatetic decades, has died. He was 89.

Sad news - Mark Mobius was the public face of a wave of investing in emerging markets that helped transform many economies. A tireless champion of EM. www.bloomberg.com/news/article...

Iran used Chinese spy satellite to target US bases Leaked documents show IRGC secretly acquired system and used it to guide strikes during war in March

SCOOP: Iran is using a Chinese satellite to obtain high resolution imagery of targets in the Middle East, from US bases, to civilian infrastructure such as power plants and desalination facilities
www.ft.com/content/1fdd...

Can the traditional British tabloid survive the digital age? Social media feeds, AI summaries and influencer-driven content are luring readers away

“There is a supreme irony,” said former Sun editor David Yelland. “It’s very difficult to be a tabloid disrupter in a world that has become so tabloid.” - report by @danielthomasldn.bsky.social. As an ex-tabloid reporter, read this with interest www.ft.com/content/ac2e...

The US is at risk of an oil shock too In a global market for crude, Asian buyers are vacuuming up supplies, raising prices for Europe and America

Headline WTI and Brent oil prices are high but still understate the scale of the energy shock underway with physical prices much higher, argues Amrita Sen here. This will be reflected in higher refined products like petrol. And the shock is coming to the US too www.ft.com/content/af07...

The CEO chatbot era is coming Many executives will be tempted by Meta’s plans for AI version of Mark Zuckerberg with interest

People have been fired by text, by email. How soon before they are told they are being sacked by a chatbot CEO? One striking line in this @andrewtghill.ft.com column on the plans for an AI version of Mark Zuckerberg www.ft.com/content/782b...

btw that report was by @stephistacey.ft.com and @ramshodgson.bsky.social

Liquidity is important for a central bank

Is the office bar back? Some employers hope company pubs can offer a morale boost, despite a decline in workplace boozing

Reminds me how the FT used to serve wine in the canteen..and of the newsroom i worked at where kegs were opened in the middle of it on special events www.ft.com/content/715d...

Those holdings include Cafe X, described as ⁠a robotic ​coffee bar platform; a "bionic movement-enhancing wearable clothing" ​firm called Cionic; Blast, notated as "yield-generating Ethereum layer two,"; and Contraline, a "reversible male contraceptive solution."

Kevin Warsh's 69-page financial holdings disclosure featured two investments worth more than $50m.

Also some small holdings including... www.reuters.com/world/us/fed...

When Wall St's fear gauge - the Vix index - rises above 30, it is usually a time to buy, argues Grace Peters of JPMorgan's private bank here www.ft.com/content/c524...