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FT Alphaville
FTAV’s further reading
...(New Yorker) — Erik Brynjolfsson et al paper on using generative AI in customer support (NBER)...
April 28, 2023
Transcript
Transcript: Learning to love the boom
...And I think you could think of this as a knock against US stocks, right? What about the Mag Seven? What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al?...
March 5, 2024
FT Live
Managing Operational Risk in M&A Transactions
Examining the value of business licensing and property tax in the deal cycle
Thursday, 20 JuneDigital Conference
Disrupted Times
British banks’ torrid summer continues
...Saudi football club Al Hilal has approached Qatar-owned Paris Saint-Germain with a €300mn bid to sign Kylian Mbappé, a record-breaking offer for the French forward....
July 26, 2023
UnhedgedRobert Armstrong
The market is up — narrowly Premium content
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
April 19, 2023
HTSIHTSI spring travel special
The world’s best home-from-home hotels
...The suites vary, but all are 50sq m with courtyard entrances, and furnished with pieces by – or at least inspired by – Arne Jacobsen, Eero Saarinen, Joe Colombo, Isamu Noguchi, Charles and Ray Eames et al...
May 15, 2023
War in Ukraine41 min
Russia's invasion of Ukraine: what next? | FT Live
...Just to give Max a rest, let me give a quick reply....
February 25, 2022
FT Live
Decarbonising India's Industries
Unlocking the technologies and capital required to accelerate progress
Tuesday, 11 JuneDigital Conference
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
Unhedged
High expectations leave no room for error Premium content
...quarter into a rapid and complete V-shaped recovery.”...
July 7, 2020
HTSI
Cutting edge – the reinvention of collage
...As a medium, collage is quick, colourful and reactive....
September 26, 2020
Unhedged
Quality and growth ride the waves Premium content
...It will certainly require evidence of a V-shaped economic recovery to ignite demand for cyclical and value stocks....
April 28, 2020
Equities
Markets Now - Friday 24th April 2020
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
April 24, 2020
FT Magazine
The smashing of the British state
...“The fact that [David] Cameron, [Jeremy] Heywood (the most powerful civil servant) et al did not understand many basic features of how the world works is why I and a few others gambled on the referendum,...
October 8, 2020
Unhedged
Navigating under a cloud strewn sky Premium content
...‘They’ (the Fed) are looking at ‘us’ (equities, the yield curve et al), and we the market, are looking at them, in a veritable echo chamber — as ‘we’ are both looking at the same data.”...
November 1, 2019
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 2020
News in-depthFT Alphaville
‘thank u, next’: how dating apps are transforming relationships
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
December 4, 2019
FT Live
FTWeekend Festival: U.S. edition
The Saturday where the Financial Times Weekend paper comes to life
Saturday, 10 May 2025The REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
FT Magazine
From prison to prize contender: Shahidul Alam’s tumultuous year
...The light in his eyes suggests he’ll find a way. The Prix Pictet exhibition “Hope” is at the V&A Museum, London, November 14-December 8; vam.ac.uk....
October 18, 2019
News in-depthFT Alphaville
“Potential” output forecasts are actually worthless
...Still, Coibion et al are quick to point out that their result shouldn’t be treated as an exact answer even if it’s a lot more plausible than what’s peddled by official agencies: The absence of clear ways...
July 21, 2017
Best of the FT in 2017
Corporate Year in Review 2017
...The biggest activist fight — Nelson Peltz v Procter & Gamble — was only recently settled, two months after a shareholder vote....
December 22, 2017
Health sector
A global anatomy of health and the workday lunch
...Even at the George V hotel’s legendary three-star restaurant, now directed by Christian Le Squer, hostesses are quick to tell you that at lunchtime, you can be in and out in under an hour....
September 14, 2016
FT AlphavilleSujeet Indap
Beta max
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
June 19, 2015
FT AlphavilleCardiff Garcia
A Puerto Rico downgrade cheat sheet
...given that Detroit, Jefferson County, et al didn’t get bailed out....
February 5, 2014
Gavyn Davies
The Great Moderation, Version 2.0
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
April 13, 2014
FT AlphavilleJoseph Cotterill
Argentina’s pari passu upset — redux
...al, and without the stay in place....
August 23, 2013
FT AlphavilleJoseph Cotterill
A eurozone safe against, or is it safe for, sovereign holdouts? Part two
...So it’s not surprising that the first response from Buchheit et al is to answer back with bits of the bond contract that suggest sneaky loopholes instead....
February 19, 2013
FT AlphavilleEquities
Dark clouds of certainty, or something
...It is thus exceptionally hard for Boehner et. al. to argue that they have a significant mandate for dramatic spending cuts and a rejection of any tax rises....
November 7, 2012

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