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Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
Bitcoin
Imaginary bitcoin ETFs are already 30 times more valuable than all the actual bitcoin ETFs
...Social media noise can push token prices around (Tandon et al), but not as effectively as mainstream media coverage (Coulter)....
October 27, 2023
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Investment research
The alpha of ugliness
...The perception of higher masculinity as indicated by a high [dominance] score violates the female stereotype, which Oh et al. [2019, 2020] suggest dominant-looking female analysts are perceived as less likable...
October 6, 2023
Transcript
Transcript: Learning to love the boom
...What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al? I mean, shouldn’t that weigh against this rally? What about that? Katie MartinMaybe yes....
March 5, 2024
FTX Trading Ltd
FTX balance sheet, revealed
...(H/T Antoine Gara et al.) [Zoom] Metadata on the Excel file suggests it was created by Sam Bankman-Fried himself. It seems reasonable therefore to assume that the informal comments are his....
November 12, 2022
UK general election26 min
Sketchy Politics: mapping the next election | FT
...There's the union v independence tactical voting, and then there's the anti-Tory tactical voting. And the two do not necessarily align. So the question is, what is the emotion, which is......
November 7, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
A jobs data rumble Premium content
...That prompted a reply from Waller on Friday and a reply-to-the-reply from Summers et al this week titled, “The Fed is wrong: Lower inflation is unlikely without raising unemployment.”...
August 3, 2022
FT MagazineJancis Robinson
What will it take to be bottoms up for Bordeaux?
...“If Bordeaux had a few big brands doing the job Moët & Chandon and Veuve Clicquot et al have done for their region, Bordeaux as a whole would be in a far better state financially than it is today.”...
December 24, 2022
Unhedged
Growth does not persist Premium content
...But even in the face of this poignant example, the Chan et al/Verdad view is very hard for a person like me to accept....
October 27, 2022
FT Swamp Notes
The knowledge gap Premium content
...Now see the many state attorneys-general (acolytes, no doubt of Alito et. al.) who want to sanction corporations that adopt ESG....
November 28, 2022
UnhedgedRobert Armstrong
Recession, inflation or both? Premium content
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
June 14, 2022
UnhedgedRobert Armstrong
Readers see a recession Premium content
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
June 8, 2022
Letter
Letter: Regulate crypto like gambling, not investing
...So good luck to those fear-of-missing-out gamblers who want to play with Floki et al. But let’s call it what it is....
November 22, 2021
FT Books Essay
Walking Plutocratic London — the rise of the super-rich
...To this day, many Americans will take their first steps on the road to appreciating art via the legacy of Frick, Rockefeller, Carnegie et al....
June 9, 2022
FT AlphavilleIzabella Kaminska
On a long enough timeline is all inflation transitory?
...al (2021))....
November 11, 2021
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Trade Secrets
Globalisation is surviving a hostile environment Premium content
...Despairing of a strong US presence, America’s allies in the region (Japan, Australia, New Zealand et al) will agonise about how much they can slow-walk China’s application to join the CPTPP....
January 10, 2022
Raphael Abraham
Rafa Nadal and me — a tennis love story
...al)....
February 4, 2022
Andrew Weiss
Biden’s summit with Putin offers a chance to reaffirm US resolve
...The Syria operation was launched after it became clear that the Obama administration would not intervene to topple Bashar al-Assad....
June 15, 2021
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
FT Swamp Notes
The reckless legacy of Benjamin Netanyahu Premium content
...The same, of course, applies to Le Pen et al in Europe. I don’t know Israel nearly well enough to prescribe a solution to the deep-seated Palestinian-Israeli crisis....
May 21, 2021
Gardens
How to create a pet-friendly garden
...That was one of the conclusions reached by Ratschen et al in their study “Human-animal relationships and interactions during the Covid-19 lockdown phase in the UK”....
May 1, 2021
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
Letter
Letter: Global investment in nuclear is in stark decline
...We write in response to James E Hansen et al’s letter (“EU must include nuclear power in its list of sustainable sources”, December 17), which mistakenly advocates nuclear energy to address climate change...
December 20, 2019
ReviewFilm
eXistenZ — a witty sci-fi starring Jude Law and Jennifer Jason Leigh
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
March 27, 2020
Theatre
Now the sky’s the limit for English theatre
...From August 14, Nichols’s company will present Henry V and The Merry Wives of Windsor....
July 17, 2020

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