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Investments
Behold, the Basquiat bond
...If this wasn’t provocative enough, bondholders were then told that they should brace themselves for haircuts....
April 12, 2024
Ericsson
Ericsson boosted by $14bn ‘open RAN’ deal with AT&T
...Analysts at Citi said the move was “a significant announcement, for Ericsson, AT&T, Nokia and the industry”....
December 5, 2023
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
Cryptofinance
BlackRock Buidls back better Premium content
...Investors can custody their tokens at places such as Coinbase and Anchorage while BNY Mellon custodies the T-bills....
April 12, 2024
News updates from December 5: Moody’s cuts China’s credit outlook, Germany’s Dax closes at record high
Ericsson shares boosted by $14bn ‘open-RAN’ deal with AT&T
...Shares in Ericsson climbed more than 9 per cent after US telecoms group AT&T announced a tie-up worth up to $14bn to roll out “open RAN” technology with the Swedish telecom equipment maker....
December 5, 2023
FT Alphaville
Doug Cifu has let FT Alphaville down
...And you know what, a lot of good people at the SEC agree with me. They won’t say it publicly....
March 13, 2024
Unhedged
Inflation is not going quietly Premium content
...Meanwhile in the US, the legal fight with Epic Games won’t go away....
April 11, 2024
FT Live
India at the ballot box
Exclusively for FT subscribers | What business expects from the next government
Wednesday, 17 AprilDigital Conference
LexDollar Tree Inc
America’s dollar stores are struggling Premium content
...It hasn’t worked out that way....
March 19, 2024
Airlines
US airlines under fire for raising baggage fees again
...Aspell, whose son works at an airline, can fly for free on that carrier....
March 10, 2024
Rutherford Hall
Never call yourself a futurist
...WhatsApp to WesPete: Ha, no I wouldn’t call myself a futurist. Just a comms guy with an eye on the horizon. Maybe a near term realist....
April 8, 2024
News in-depthT Rowe Price Group Inc
T Rowe Price chief says worst is over after heaviest ever year for outflows
...T Rowe is the sixth largest investor with a 2.3 per cent stake in the chipmaker valued at $1.2tn....
December 29, 2023
FT Magazine
The delivery rider who took on his faceless boss
...At first, he thought this was simply an error, or perhaps an estimate for a delivery by car. But then he realised that even a car couldn’t have made that journey in six minutes....
March 15, 2024
Rutherford Hall
Our clients don’t want to hear from Tories anymore
...Of course there’s loads more things we didn’t have room for in the pamphlet. I’d be happy to come by the Commons and talk about them if it would be helpful. WhatsApp to WesPeter: Tuesday at 4? Great....
March 18, 2024
Unhedged
NYCB won’t be the last rates accident Premium content
...You can’t, as they say, make this stuff up....
March 6, 2024
Lex PopuliPersonal Finance
Athleisure shares appear out of shape
...At the end of 2023, its share of the sports betting market stood at 53.4 per cent. Of course, much can still change....
March 29, 2024
Vinod Khosla
The US is right to target TikTok
...Isn’t this a strong indication of CCP control? The proposed legislation targets TikTok’s foreign ownership, not its content. It doesn’t censor specific speech....
April 9, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Cryptofinance
The US’s calming effect on bitcoin Premium content
...Email me at philip.stafford@ft.com Join me and my colleagues at the FT’s flagship Crypto and Digital Asset Summit on May 8-9 in London....
April 5, 2024
Unhedged
What’s wrong with Apple? Premium content
...(Ethan Wu) One good read The post-Dalio Bridgewater turnaround isn’t going great....
April 2, 2024
Disrupted Times
Brussels blasts Big Tech
...Judging by the record share prices enjoyed by some of these companies in recent months, Wall Street doesn’t believe it either....
March 25, 2024
Exchange traded funds
US active ETF flows soar past previous records
...“Active ETFs were all the rage in 2023, and a turn of the calendar hasn’t dented their popularity,” Jackson wrote in a note for Morningstar, referring to the $116bn in net inflows the funds pulled in last...
April 11, 2024
LexMacy's Inc
Macy’s turnaround plan won’t recapture the old magic Premium content
...Suitors who are knocking at Macy’s doors have little interest in fixing its retail business. They just want to get their hands on its vast real estate holdings. Macy’s owns hundreds of its stores....
February 28, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...At a high level, there isn’t a dead-obvious rates story here: Various explanations have been mooted....
March 28, 2024
Tesla Inc
Tesla to cut 10% of global workforce
...“It’s more of a confession that growth isn’t going to come roaring back than anything,” he added....
April 15, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...I presume, or at least hope, that McKinsey will respond to Green and Hand, and I won’t call a winner in the statistical part of the argument....
April 3, 2024
Banks
Towards a theory of co-headship
...And when the market turns down a lot, the bank realises that the overseas office isn’t so mighty any more and what they need is someone to cut costs; the co-head at head office gets made sole head and the...
March 11, 2024
News in-depthNews in-depth15 min
Building blocks: Lego's next move | FT Film
...Not just the products themselves, but then when we look at the Lego movies, for example, I mean, these probably wouldn't exist if it wasn't for AFOLs making stop motion animation with Lego, which they were...
March 21, 2024

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