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Property sector
The US housing ‘lock-in effect’ –quantified
...But if they moved now, they’d have to get a new mortgage at a higher rate. This discourages people from moving, in effect reduces housing supply, and helps support prices....
May 6, 2024
FT Alphaville
SEC fires ‘AI washing’ warning shot
...Washington D.C., March 18, 2024 — The Securities and Exchange Commission today announced settled charges against two investment advisers, Delphia (USA) Inc. and Global Predictions Inc., for making false...
March 18, 2024
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
Capital markets
El Salvador’s ‘absurd’ bond deal
...And Trump 2.0 will probably have more immediate priorities than arm-twisting the IMF into a giveaway programme to a country he’d struggle to place on a map....
April 22, 2024
FT Alphaville
FTAV’s further reading
...The best way to get pinged new AV content is to add us to “myFT” and set up an email alert, but if you’d prefer a weekly AV round-up — plus some occasional deep cuts — then this should do the trick....
February 19, 2024
FT Alphaville
‘Tigerboy’ and the Norwegian sovereign wealth fund’s flip-flop
...I don’t bet on it, but I’d say that the probability (is) that the world of investors attached to the benign economic environment is too high. This does not breach the rule....
April 26, 2024
InterviewTheatre
Actor Maxine Peake: ‘People are looking for an alternative universe — a mystery’
...‘Robin/Red/Breast’ runs May 15-26 at Aviva Studios, factoryinternational.org...
May 7, 2024
FT Live
Global Wealth Management Summit
Recalibrating business for multi-generational private clients
Wednesday, 6 November222 Marylebone Road, London NW1 6JQ, United Kingdom
Robin Lane Fox
Why growing alpine plants is a mountain to climb
...Promoters of the rock-free way of growing them are D’Arcy and Everest near Huntingdon, who also supply ready-planted pans and big containers....
May 3, 2024
Equities
Structured products and the ‘broken Vix’ discourse
...TL;DR: The size of funds that directly affect the Vix calculation is too modest, and if they were to blame you’d see a very different pattern in options prices. So what is to blame?...
March 13, 2024
Global Economy
The Jamaican exception
...From FTAV’s past conversations with Jamaicans across the political and socio-economic spectrum we’d guess that the main explanation for Jamaica’s debt turnaround was the ephemeral concept of “ownership”....
April 1, 2024
Transcript
Transcript: Is private equity actually worth it?
...So you’d basically be giving up a fairly nice, simple, cheap, transparent model for a bit more opacity, a lot more costs....
March 7, 2024
Equity valuation
The atrophying UK stock market
...Even with stagnant listings you’d expect average daily volumes to rise over time simply because of inflation – FTSE 100’s market cap has roughly doubled to £2tn over the past two decades....
January 23, 2024
FT Alphaville
FTAV’s Friday charts quiz returns
...Please let us know if you’d prefer NOT to be named in the post that’ll go up on Monday. On all matters, the judge’s decision is final. Godspeed....
January 5, 2024
Global Economy
What makes ‘whatever-it-takes’?
...As you’d also expect, the impact was the greatest on the first day of announcement, with negligible effects from subsequent reiterations or new but similar announcements (zoomable version)....
February 5, 2024
US economy
‘Slower for longer’
...I’d note that the current pace of asset runoff is around twice what it was in the first half of 2019....
January 8, 2024
Cryptocurrencies
We need to talk about Franklin Templeton
...But we’d suggest that Franklin should have other priorities....
January 19, 2024
FT Live
Global Private Banking Awards 2024
Celebrating excellence in wealth management
Thursday, 7 NovemberThe Landmark London, London, UK
Financials
A comprehensive round-up of 2024 investment outlook reports (updated)
...And if that wasn’t enough to take all this with a pinch of salt, remember that this time last year 85 per cent of economists thought we’d be in a recession by now....
January 3, 2024
Henry Mance
In defence of round robins
...One Twitter user reported that she’d edited her parents’ missive to remove the number of funerals they’d attended....
December 15, 2023
AI and jobs
BIS vs LLM
...It kept banging on about “May” and “June”, even when they weren’t the possible months they’d used in the revised puzzle, and started making obvious logical errors in its reasoning....
January 5, 2024
FT Alphaville
We’re seeking a long-term sponsor for the FT Alphaville Pub Quiz. Could that be YOU?
...If this seems like an interesting opportunity and you’d like to know more, please contact Robin and Louis (robin.wigglesworth@ft.com, louis.ashworth@ft.com) for more information....
May 2, 2024
Robin Lane Fox
Sunflowers are not the only blooms in Van Gogh’s paintings
...I am a Robin, last Wednesday was Valentine’s Day, but I am not a bird. I was in my garden, pondering, not tweeting....
February 16, 2024
Global Economy
What REALLY drives stock market returns
...But in this paper, Hengjie Ai, Ravi Bansal and Hongye Guo review the entire historiography of the field, and show that the effect is actually growing larger rather than shrinking, which is what you’d normally...
December 5, 2023
Investment research
The secret to being a star analyst
...As you’d expect, this rocketed when Covid-19 erupted, to an average of almost 11 hours....
December 11, 2023
Private equity
The growth equity phenomenon examined
...But we’d still love to know a bit more about how investors have done in growth equity — especially some of the more recent vintages....
November 24, 2023
US Treasury bonds
The ‘cocaine bear’ ETF keeps on huffing
...You’d be mad to buy and hold it, given both the ongoing management fees and the cost of the embedded leverage (some people have timed it pretty well though)....
December 11, 2023
Banks
Mike Mayo ❤️ Citi
...(d) Dividends provide an extra 10%+ return. This is based on est. $12B of cumulative dividends over 3 yrs. on market cap <$100B....
January 2, 2024

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