¡AI, caramba! on.ft.com/4ouVSao

Um ...

Remember when internet companies were capital light? Lol. Lmao, even. on.ft.com/48ZIPsC

Everything's collateral if you're brave enough. on.ft.com/47CjGSl

Everything's collateral if you're brave enough. on.ft.com/47CjGSl

M&A analysis, Buzzfeed style on.ft.com/3WBDOiy

The private credit equivalent of autopilot disengaging one second before the crash. on.ft.com/4ohUaZM

Hey New York, your month just keeps getting better: on.ft.com/4qkSHn8

From this summer, apropos of nothing. on.ft.com/3ZPr6P3

We made @dsquareddigest.bsky.social read all the “living wills” of US banks so you don’t have to. on.ft.com/47Mi48W

Kwasi mondo on.ft.com/3LJpfaf

With great power comes no responsibility. on.ft.com/4qCvVap

Quant credit: on.ft.com/4om2V5f

My take on the largest London IPO since 2021 — the flotation of Princes Group. Free to read at @alphaville.ft.com : www.ft.com/content/4141...

Puesta D-Sol on.ft.com/3LdgHIL

Quantwatch on.ft.com/4om2V5f

Chart Quiz results - now with added charts on.ft.com/4oqoe5y

It's all a bit fishy. on.ft.com/4nEutBJ

Parsing the underlying meaning of Onset Finl's viral rap. This is @alphaville.ft.com at its best. www.ft.com/content/ff7e...

Shares in chicken-frying robot maker rise after three men were seen eating chicken. This is what markets news is now. www.ft.com/content/b003...

Big shed, funky bond. as.ft.com/r/43444409-b...

🗽🤨🍺 on.ft.com/4oH4zhp

🗽🤨🍺 on.ft.com/4oH4zhp

Is it really a bubble? very interesting @tobyn.bsky.social blog for @alphaville.ft.com on some research by Goldman on valuation comparisons including this chart on individual stocks. Hard to believe a bank - Ind Bank of Japan - reached a 24mth forward pe of 154 times www.ft.com/content/e655...

Ket man risk. on.ft.com/47tQ7T8

Anyone need a spark plug? on.ft.com/4oiq2xA

🚨 Monster new BIS report out on the systemic risks and policy challenges in the life insurance industry. Really worth a read. Here's the @alphaville.ft.com checklist on.ft.com/47Jc8hR

One to watch. on.ft.com/47kmswV

Thank you to everyone who came to the FTAV's Q3 London Pub Quiz last night. Here's the highlights reel. www.ft.com/content/727d...

Killer post from Toby that I’m sure will get resurfaced again and again when things eventually break bad.

🚨What’s up with private credit ratings? on.ft.com/47sTNV9

We're doing this tonight.

Taking Reform UK seriously *and* literally. on.ft.com/4qGxq7B

"The Cayman Islands is officially listed as the fourth-biggest overseas Treasury bondholder ..." www.ft.com/content/e149...

🚨 Why has US jobs growth been so anaemic? Parsing Goldman's latest paper, and taking the opportunity to wrap in the Dallas Fed's scary blog. on.ft.com/48COxQY

To New York skeets. I’m coming over for this and hope to see you there! on.ft.com/4qkSHn8

Ever tried to read an analyst report with a thousand-yard stare? We have. on.ft.com/4nbWzUt

Cobol strikes again. on.ft.com/4ov0zQT

There's a time and a place for active QT, just not "now" and "here", writes Christopher Mahon. on.ft.com/4nkrr5o

🚨 Quick @alphaville.ft.com post parsing the Barclays/ IFS chapter on gilts on.ft.com/4hpOpXy

Over at Alphaville, I look at the CS AT1 decision, an absolute feast for bank capital nerds. www.ft.com/content/0093...

Quadrature Capital, the money manager that gave a lot of money to the Labour party, is making a lot of money. on.ft.com/3Wb12f6

Mark your diaries, seppos. on.ft.com/4qkSHn8

📊 + 📈 + 📉 = 👕 on.ft.com/4oeFFWR

An update from Hindsight Capital LLP. on.ft.com/47a7iZB

An examination of AI pricing structures or an excuse to make some ridiculous graphs? You be the judge: on.ft.com/3JfSUag

What do Lady Gaga, billionaire Facebook investor Sean Parker, cigar-smoking rogue financier Florian Homm and #pharma fraudster Martin Shkreli all have in common? My deep dive into an unusual biopharma firm working on a potentially blockbuster product www.ft.com/content/9272... via @alphaville.ft.com

Just your typical story of a "luxury house" Aussie biotech with some celebrity backers, a moonshot product in development, lots of shorters, and a zero-tolerance policy for insolent and ungrateful shareholders. on.ft.com/4haUV42