Keep Alphaville free by buying our weird merch. on.ft.com/48eeu8O

A must-read in FT Alphaville on the Laos Eurobond transparency clause, the disclosed negative pledge concern, and a drop-in to a tricky Suriname transparency constraint as well! @jsphctrl.ft.com www.ft.com/content/debd...

Grift? In crypto? Good gracious. on.ft.com/43qaakc

vital public interest stuff from me & @ramshodgson.bsky.social a gov figure told FT that the Cycle to Work scheme was "tax breaks to high earners buying £4,000 e-bikes for weekend rides in the Surrey Hills" so for fun here's some charts on the £120 to £2,996 bikes being bought by gov employees

Wheeler dealers. on.ft.com/4r15HOK

The Big Chart on.ft.com/43s5RVr

Make Hungary Great Again on.ft.com/4qWIiOz

The FAFO risks of transparency becoming boilerplate, by @jsphctrl.ft.com on.ft.com/445Mdi8

Congratulations to these people and thanks to everyone else who attended. on.ft.com/4nXzYLV

Chatbots as a luxury good. on.ft.com/4p4LRQS

Can crep resale tell us anything about anything? Probably not, yet here we are. on.ft.com/4qX7pkq

Shorter 1-0 Stacker on.ft.com/3JTxvUE

🚨 How good are rating agency ratings at predicting defaults? And are some agencies' ratings 'easier' than others? Here are all the charts. on.ft.com/47wneH4

Who watches the credit watchmen? @tobyn.bsky.social does. on.ft.com/47wneH4

Off we go again. on.ft.com/4p01qJE

¡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...