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Rutherford Hall
Never call yourself a futurist
...I won’t forget this when we get to bonus season. And keep those primers coming. WhatsApp to WesPete: Yes I’d be delighted to join your informal advisory group....
April 8, 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
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
FT Magazine
The delivery rider who took on his faceless boss
...But his colleagues weren’t bothered. They’d found that the app’s software didn’t reward honesty or responsible behaviour. It prized speed....
March 15, 2024
Alice Ross
Active managers’ attacks on sustainable passives miss their mark
...But this isn’t necessarily the case. Active sustainable managers may still not be engaging or divesting as much as we’d like; their funds are also a lot more expensive....
February 16, 2024
Alice Ross
Time for investors to turn up the heat on climate governance
...However, I’d only be thinking about using the research in this way if I were a fund manager with a keen appetite for engagement....
March 29, 2024
Warner Bros Discovery, Inc
Warner Bros Discovery aims for global market with Europe launch of Max
...“We didn’t think that we’d be profitable this fast,” he told the Financial Times. “We’re at the beginning part of the journey....
March 21, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
FT Alphaville
Caution: Lyft out of order
...The back-of-the-envelope numbers above were worked out in 10 minutes by a person who’d never previously looked at Lyft, cared about Lyft, hailed a Lyft, or been within 4,400 miles of an available Lyft....
February 14, 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
Work & Careers
How alcohol became a crutch for professional women
...“I thought I’d joined a drinking club. [We] were actively encouraged to drink at lunchtime. Every night we’d get wine, drink and smoke at our desk.” For others, it was a release or reward after work....
December 3, 2023
FT Magazine
Wine was my poison. Now it’s my sober passion
...I’d order her a glass of, say, Australian Sémillon, and she’d rate it for me....
January 13, 2024
High yield bonds
Is it PIK-up time for cash-strapped companies?
...And yes, they’d be right. A PIK note tends to give the issuer options....
February 21, 2024
FT Swamp Notes
Does DoJ versus Apple signal a market top? Premium content
...Market history tells us that isn’t so....
March 25, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...So everyone piled in and production shot up, but near-term demand hasn’t materialised....
April 3, 2024
FT CollectionsTech Exchange
Bill Ready: why social media turned toxic and how we can fix it
...We’re making real business choices to say, yes, we don’t want that revenue, we think there’s different revenue that we’d rather have. HM: How is that working with advertisers?...
February 1, 2024
Rutherford Hall
Good news. We’ve got the contract for the worst idea in the world
...Can you see if Gavin Williamson is interested? Messages recovered by Robert Shrimsley...
February 19, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
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
Due Diligence
The Wall Street bank cosying up to superstar lawyers Premium content
...one that you’d expect....
November 28, 2023
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...If my engineering pod fails to return its cost of capital, I can’t sell it — I’d have to lay them off. That comes with a financial cost but more importantly a human and organisational cost....
February 28, 2024
Unhedged
What Big Tech antitrust gets wrong Premium content
...They spend a lot of money on R&D. They are among the largest patent holders. There’s very little evidence of collusion. They seem to be competing with each other quite strongly....
January 19, 2024
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...Suffice it to say that when Facebook IPO’d, the big worry in the analytic establishment was whether it could monetise on mobile devices....
March 27, 2024
Unhedged
Quantitative tightening is easy Premium content
...If my engineering pod fails to return its cost of capital, I can’t sell it — I’d have to lay them off. That comes with a financial cost but more importantly a human and organisational cost....
March 4, 2024
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...A company that had legal access to all the technology behind Facebook’s social network or Google’s search engine still couldn’t compete with them. They’d need the users, too....
February 5, 2024
Property sector
Selling Mayfair: the elite agents bringing Dubai hustle to London’s prime properties
...“If Sotheby’s can manage to raise the fees, we’d all be happy. Good luck to them,” said Hersham....
March 21, 2024
Exchange traded funds
Investors poured $4tn into US ETFs over past decade
...Adrian D. Garcia from Ignites contributed the graphic to this article. *Ignites is a news service published by FT Specialist for professionals working in the asset management industry....
February 27, 2024
Tesla Inc
A Balkanisation threat for the Muskonomy
...And my concern would be, I don’t want to control it....
January 26, 2024

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