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Fashion accessories
Lyft your clothing game with this blunder-proof t-shirt
...If you’ve been under a rock, here’s the latest via the Borg: Lyft Inc....
February 15, 2024
LexAsset allocation
Larry Fink’s faith in the power of markets needs some tempering Premium content
...Fink attributed the US’s faster recovery from the financial crisis relative to Europe to America’s lower dependence on the traditional banking sector....
April 2, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
FT Alphaville
Doug Cifu has let FT Alphaville down
...I almost kind of feel bad for the Office of Chief Economist because they’ve been handed this like pile of (expletive)....
March 13, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...I’m still slowly recovering from a very bad cold that I caught at the Mobile World Congress in Barcelona two weeks ago — but at least I’ve got my voice back!...
March 14, 2024
Unhedged
The Magnificent 7 value trade Premium content
...A strong Chinese recovery could also challenge the recent performance dominance of US equities, either directly or indirectly via Japanese or European assets....
January 30, 2024
Due Diligence
Man or Machine: Wall Street banks prefer scale Premium content
...The recovery in global corporate bond and loan markets began after the Federal Reserve signalled it sees a path to cutting interest rates later this year....
February 27, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Unhedged
Shopping for commercial real estate Premium content
...Boy, oh boy, is it ever not investing advice. Regular readers know that at Unhedged we spend little time thinking about individual stocks....
January 18, 2024
FT Magazine
What does it mean to be a boy online in 2023?
...One boy told me of Tate: “I feel like some of his stuff is really helpful. Some of the stuff he says is bad. It’s a separate part, that’s how I see it.”...
April 6, 2023
Unhedged
The magnificent seven, revisited Premium content
...Remember when buying the China recovery was an easy trade? Email us: robert.armstrong@ft.com and ethan.wu@ft.com. What’s next for the magnificent seven?...
July 11, 2023
#techAsia
Microsoft’s chip move and Disney’s India dilemma Premium content
...In bad news for Intel’s Gelsinger, mass production of the new chips will be outsourced to Taiwan Semiconductor Manufacturing Co, the world’s largest contract chipmaker....
November 23, 2023
The Big Read
Can Joe Biden win back America?
...“The bad news is if the election were held today, he’d lose,” says Paul Begala, a Democratic strategist who advised former president Bill Clinton....
March 8, 2024
Unhedged
The CRE squeeze continues Premium content
...“They wanted us to interpret bad news from a positive light.” There’s plenty of bad news to spin....
August 9, 2023
LexCapital markets
US bankruptcies: easy capital is a drug that induces myopia Premium content
...They also showed that bad business models were no bar to raising more money that would itself be lost. Just a year ago, Envision took in more than $1bn in fresh cash....
May 16, 2023
Transcript
Transcript: Can China rebound in 2024?
...Yeah, it sounds bad. I’m also short snowball derivatives....
January 30, 2024
Japanese business & finance
Japan’s stock market is back after 34 years but the country is deeply changed
...As asset prices collapsed, financial institutions and property developers struggled to get rid of bad loans, triggering a banking crisis....
February 22, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Travel
Black Crows — the making of a cult ski brand
...But Rapha’s success, and high prices, were already creating a backlash — it was becoming seen as a brand for city boys rather than “real” cyclists....
November 11, 2023
News in-depthNikkei Asia
China jitters turn private equity investors towards India and Indonesia
...A version of this article was first published by Nikkei Asia on September 28. ©2023 Nikkei Inc. All rights reserved....
October 4, 2023
FT SeriesBest books of the year 2023
Martin Wolf on his best economics books of the year
...A Crash Course on Crises: Macroeconomic Concepts for Run-ups, Collapses, and Recoveries by Markus Brunnermeier and Ricardo Reis (Princeton University Press) “Economies sometimes go through macro-financial...
November 15, 2023
Activision Blizzard Inc
Activision Blizzard pays $35mn SEC settlement over workplace complaints
...“Moreover, taking action to impede former employees from communicating directly with the commission staff about a possible securities law violation is not only bad corporate governance, it is illegal,” he...
February 3, 2023
Thailand
Prayuth’s new party courts Thai voters with pledge of stability
...A version of this article was first published by Nikkei Asia on May 1 2023. ©2023 Nikkei Inc. All rights reserved....
May 12, 2023
LexPersonal & Household Goods
Asia beauty stocks: China’s attack on Korean style starts with ‘flower boys’ Premium content
...This was bad news for Korean beauty companies that sell products for men. Their stock remains heavily shorted....
September 21, 2022
UnhedgedRobert Armstrong
Tesla shares are no longer insane Premium content
...The next recovery might not be as profitable as the last one....
January 5, 2023
Eurozone economy
Eurozone set for milder downturn as business gloom subsides
...The eurozone’s economic downturn is set to be milder than expected, with a closely watched poll of the region’s companies signalling that pressures were not as bad as analysts had feared....
December 16, 2022
UnhedgedRobert Armstrong
Why markets have ignored Russia Premium content
...This suggests, however, that the risk of bad news out of Russia is underpriced; Papic thinks long-dated volatility in oil markets might be a way to trade this....
June 27, 2023
FT SeriesThe home in 50 objects from around the world
The home in 50 objects from around the world #26: the La-Z-Boy
...When Michigan-based cousins Edward Knabusch and Edwin Shoemaker founded The Floral City Furniture Company in 1927, relaxation didn’t have such a bad rep....
April 22, 2022

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