Bitcoin giant Strategy #$MSTR announced a 5-part plan to arrest the slide in its common and preferred stock. I took a look in @alphaville.ft.com & concluded it might buy some time but doesn’t address underlying flaws. It’s also clear Strategy is a big seller of bitcoin now www.ft.com/content/3821...

AI ‘exuberance’ risks ending in lengthy investment bust, BIS warns ft.trib.al/DSsIO9i

Wenn der Krieg ein Erfolg für Russland wird, macht Krieg Schule und kommt Deutschland näher. Dass dieser Krieg scheitert, ist daher ein existenzielles Interesse Deutschlands. Es ist ein Vaterlandsinteresse, das die AfD als unpatriotische Partei nicht vertritt.

So much for Russia's windfall oil revenues this year: Budget receipts from natural resources are still far behind previous years' levels, despite some improvement in the last two months.

I am glad the boss is doing this. While as analysts we try to maintain a little distance with the renewable energy industry associations, it is very important for our fractured sector to have ways to unite against the much tighter fossil fuel lobbies. www.ft.com/content/5d02...

Trump’s Iran deal is better than ongoing war ft.trib.al/QDul6IG | opinion

If you are investigating heat pumps and want a comparison between air to air and air to water, the "SkillBuilder" channel have an interesting video... youtu.be/Z_kl8k0OsFY

Air to air heat pumps are an established technology. We have had them in Lincolnshire for over 26 years now (significantly longer than a gas system would last) so I wouldn't worry about the "Betamax" thing. bsky.app/profile/dunc...

The profits boom is a mixed blessing - smart column here from @philipcoggan.bsky.social who argues there might be a trilemma at work "Countries can have booming corporate profits, a shrinking budget deficit and happy consumers, but they cannot have all three at once." www.ft.com/content/7ff4...

I spent the last month looking into enhanced geothermal. "What is it about this technology that has united all of the powerful voices in the energy space in a way that no other technology has done? Seems like something worth looking into. So let’s do that." It's a long read.

The US Treasury market rests on shakier ground ft.trib.al/gPHDX6a | opinion

Some pretty spiky prices around Europe. Blighty's hint to avoid the peak, on the dynamic tariffs, is unusually strong for summer. Even a small plug in battery would take out most of the pain

To mobilize or not to mobilize: Will russia see a new wave of military mobilization in 2026? Worth a read. Jompy has his hand on pulse of all things russian military fronts.co/article/to-m...

It seems to have become commonplace to blame net zero for Britain’s high energy bills and/or weak job market… … and I guess I’ll have to explain again why there is very little evidence of this. Britain has plenty of economic problems; net zero is not high on that list (though climate change is) 🧵

🚨 Do US insurers arbitrage capital regulations with private ratings? www.ft.com/content/35a5...

In case you haven’t listened to the latest episode of Mildly Alarmed yet, never too late: @lapatina.bsky.social & @kaeggen.bsky.social talked with @atlestaalesen.bsky.social from @thebarentsobserver.com (amazing journalism on and in the European Arctic) about what Russia is up to in the High North.

Markets create wealth. Competition makes them work.⁣ ⁣ Being pro-market isn't the same thing as being pro-business. The force that drives innovation and prosperity is the same force many businesses would rather avoid.⁣ ⁣ https://newsletter.platypuseconomics.com/p/sifting-through-the-wreckage-of-an

NEW SUBSTACK: Europe's best defence against the next energy crisis is the one nobody talks about. The EU pays 29% less for energy today than it would have without the efficiency gains made since 2000. Energy you don't consume can't be withheld or weaponised. open.substack.com/pub/janrosen...

Sorry, Elon, the far right is still the far right ft.trib.al/FI4lOWv | opinion

Economist Paul Krugman: 'I think that very few Americans realize that were no longer unambiguously the world’s biggest economy' Watch more from his conversation with Martin Wolf at the #FTWeekendFestival: ft.trib.al/CWqPrl0

Predictably good from Gabriel Gatehouse www.ft.com/content/0f3e...

“People do not want to wake up every day and log in to Slack and find the buttons and menus all subtly moved around. People do not want financial transactions that complete most of the time.” - Charity Majors — Shipping slop is so easy that we need more engineering discipline than ever to prevent it

McSweeney’s on the economics of the AI bubble. This description of AI driven layoffs is excellent satire.

#Octopus founder says climate policies must address energy costs - Politicians should stop telling people to make “sacrifices” to curb climate change and instead focus on bringing electricity bills down by greening the electricity grid www.ft.com/content/f241... via @FT #ActOnClimate

For the third by-election in a row Reform UK offered voters the politics of rage and for the third time in a row they have been roundly rejected as a result. How Andy Burnham's massive victory in Makerfield shows the wheels are now coming off of the Nigel Farage project

Thanks to @stevepeers.bsky.social for writing this for @irishexaminer.bsky.social on the CJEU reference to algorithms that could change social media… www.irishexaminer.com/opinion/comm...

It's not free, because it's not on Alphaville, but here are 300 paywall jumps for @tobyn.bsky.social on how insurance really works. as.ft.com/r/18f06d07-2...

Crushed by Iran: 7 Humiliating Failures Exposed open.substack.com/pub/samuelwy...

Bibi better watch out, the checks are about to be *very* strongly worded www.ft.com/content/e14a...

Fossil fuel giants have forced up our bills and driven us to the cliff edge of climate disaster. It's time to end the huge influence they have over our politics. As part of my campaign to clean up politics, I've brought an Amendment to ban parties from taking oil and gas money.

It is just a matter of time before we eliminate fossil fuels and nuclear and biomass from electricity systems. People denied more than 20% renewables on a grid was possible 15 years ago. They complained the sun doesn't shine at night. Batteries, hydro, geo, and wind proved it doesn't matter.

🚨 The world is more dangerous. Why is risk cheaper? @leeharris.ft.com and I take a look. as.ft.com/r/5adfcf57-3...

a lot of people out there need to take the threat from Russia a LOT more seriously

⚡📉 Negative power prices in the UK? It's a sign that wind and solar are generating more electricity than the grid can currently use. The solution isn't less renewable energy...it's more battery storage, flexibility and smarter energy systems. 🌬️☀️🔋

The proposed COP31 target is 35% electricity in final consumption. Right now nobody’s there. Japan’s closest at 30.6%, the world’s at 21%, India trails at 19.1%. Ambitious target. Will the world be able to meet this? More here open.substack.com/pub/janrosen...

We also could just regulate it. There is no safe age for pro-anorexia content, constant uncensored gore, Holocaust denial or violent pornography.

A lot of Russian assets across the globe have started a last ditch effort to save Russia from its looming defeat. The only right response is to increase help for the Ukrainian people, enabling them to finish the job.

How to speak Fifa - very funny guide here from @henrymance.ft.com on interpreting Gianni Infantino’s most inspirational thoughts www.ft.com/content/fd3b...

Opinion: You might have thought the world’s richest man had enough on his plate teeing up history’s biggest IPO. Yet he has been devoting many of his waking hours to stoking up racial hatred in Britain on his social media site. ft.trib.al/B4elnzv

Meanwhile @ciaranm.bsky.social has written a brilliant column why the British government (let me take this opportunity to make the same case for the German government) to stop using X. Just leave. There is life after Twitter. I should know. www.thetimes.com/article/e895...

The ‘new joule order’ is here. The west is last to realise - Jeff Currie argues here www.ft.com/content/2f13...

On today's episode of This All Looks Strangely Familiar... codemanship.wordpress.com/2026/06/10/r...

We need leaders who can spell out what's happening clearly and with force.

Some thoughts on the policy and politics of raiding infrastructure budgets. The TL;DR is 'don't do it, do you really want your final act as PM to be *yet another* poorly thought through hospital pass for your party and your successor?'

Every American should watch this interview between two very well respected journalists. And after you watch it, you tell me with a straight face that what’s happening in the U.S. isn’t frightening. youtu.be/ePqdmbgQ4BI?...

The US Treasury market is in trouble. Both the executive and the legislature must summon the will to confront the underlying long-term problem and find ways to shrink borrowing

#DonaldTrump officials and #MAGA influencers keep selling the same convenient myth: Europe is unsafe, while America means order and Russia means strength. The figures say the opposite. Europe records fewer homicides, fewer firearm killings and far fewer prisoners than the US #Republicans #FakeNews

The Middle East war could push tens of millions more people into acute hunger if drawn out are being proven right, the UN says, as the US and Iran again exchanged fire, threatening the already fragile ceasefire www.theguardian.com/us-news/2026... #DonaldTrump ' s war #Republicans #Maga #inflation

11hrs of -ve electricity pricing on Octopus Agile tariff in GB tomorrow. However its a tariff few are on and most have never heard of. The continuing missed opportunity by Gov to promote ToU, that many could easily benefit from.