Robin Wigglesworth
@robinwigglesworth.ft.com
📤 19492
📥 475
📝 1721
Editor of FT Alphaville. Norwegian, despite the Harry Potteresque name.
The next Florsheim to drop?
www.ft.com/content/c5d0...
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Inflation hits the stomach, again
Hormuz shutdown goes against the grain
https://www.ft.com/content/c5d00bb4-8c3e-4eaa-8bee-59467c84174b
about 1 hour ago
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Robin Wigglesworth
Toby Nangle
about 8 hours ago
🚨(Almost) everything you always wanted to know about credit (but were afraid to ask)
www.ft.com/content/286b...
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Everything you always wanted to know about credit (but were afraid to ask)
To pay or not to pay, that is the question
https://www.ft.com/content/286bf3e2-ff8a-41ca-a594-67deed955d76?shareType=nongift
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oooh
@hettieobrien.bsky.social
's book on private equity is now available for pre-orders. Been looking forward to this one.
www.waterstones.com/book/the-ass...
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The Asset Class: How Private Equity Turned Capitalism Against Itself
Amazon.com: The Asset Class: How Private Equity Turned Capitalism Against Itself: 9781538766569: O'Brien, Hettie: Books
https://www.amazon.com/Asset-Class-Private-Equity-Sold/dp/1538766566/ref=sr_1_2?crid=3OV32MJGHNSQA&dib=eyJ2IjoiMSJ9.NR7KluxN6ygLBJFH2261xCK0d3S_0MCT3OPz7NAzRdnwM2cR2rjVjw55S3DfWL00X8tRgZ_yuIOCcSXWBzHZQAhJaieKc1Mc4KPkDMKqOV5ij4Rhiu14azIewj4KRcchTeWvjFpt7z8Y7i8qdQ-yLiKpQzU7q-mEUTMS-gBIIEPfGQfUYDedDUsUKmnQ2M9cIhL98xZfxlXm9mf_XwDGt7gX3pXG0FljXci8A4UkI8s.uHFhkvIFjaht25mdvhlpPvf98T4gy8civ0iGllZvBAM&dib_tag=se&keywords=the+asset+class&qid=1774606091&sprefix=the+asset+class%2Caps%2C286&sr=8-2
about 5 hours ago
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Robin Wigglesworth
Kate Duguid
about 15 hours ago
Three bad auctions this week, deteriorating market depth, dealers turning off autoquotes on Monday
www.ft.com/content/2e01...
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US bond market shows signs of strain as Iran war sparks Treasury tumult
Ease of trading in world’s most important debt has worsened in recent weeks, banks and investors say
https://www.ft.com/content/2e0185d1-3229-463c-8391-6dd09fe11886?syn-25a6b1a6=1
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reposted by
Robin Wigglesworth
FT Alphaville
about 22 hours ago
Is it socially valuable? No. Is it economically valuable? No. But is it fun? Also no.
as.ft.com/r/4b8e2109-7...
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It turns out that legalising gambling is bad
[FREE TO READ] This has shocked us to our core
https://as.ft.com/r/4b8e2109-7b35-407a-8b82-f2c12a6b804b
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Robin Wigglesworth
Toby Nangle
1 day ago
🚨 Shamelessly riffing on
@katie0martin.ft.com
's great scoop this morning,
@alphaville.ft.com
asked what exactly attracts Bessent to the BoE model.
www.ft.com/content/bae5...
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Central bank governance reform for the lols
End the Fed?
https://www.ft.com/content/bae51752-cea1-4d23-b000-4b9b9e5580a2?shareType=nongift
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Two NY Fed economists have studied the state-by-state effect of legalised online gambling on household financial health, and it turns out that sports betting "can have dramatic implications for household financial stability".
www.ft.com/content/a8fb...
1 day ago
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add a skeleton here at some point
1 day ago
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reposted by
Robin Wigglesworth
Katie Martin
1 day ago
In which
@bryce.lol
imagines living in a sterile box for rich weirdos in the service of journalism:
as.ft.com/r/41ad84d2-1...
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One Hyde Park repels as much as it attracts. It’s all part of the service
[FREE TO READ] Behind the marble, privacy and distance from the outside world are sold as luxury amenities
https://as.ft.com/r/41ad84d2-1e75-48ae-b9cd-a68d9e6d80d7
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reposted by
Robin Wigglesworth
Ian Smith
1 day ago
Negotiation hopes are flagging, oil is above $100/barrel, a lot of the damage to the global economy is already being done Have 300 free clicks for this feel-good analysis of the economic and market outlook
as.ft.com/r/278873f2-0...
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The spectre of stagflation
[FREE TO READ] War in Iran threatens to hit growth and confidence, deepen governments’ unpopularity and hurt public finances
https://as.ft.com/r/278873f2-0515-4918-8327-20908f137a60
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😑
as.ft.com/r/cb6c1e56-b...
1 day ago
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reposted by
Robin Wigglesworth
FT Alphaville
2 days ago
Here's a post in which the editor tried to recreate the Vince McMahon reaction meme using stock images of cows.
as.ft.com/r/d847050e-5...
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This is nuts, when’s the crash — AI cow collar edition
[FREE TO READ] A heifty funding round
https://as.ft.com/r/d847050e-5e79-4959-a27f-44c7ea568e76
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reposted by
Robin Wigglesworth
FT Alphaville
2 days ago
Temu keeps selling crap, PDD keeps hoarding cash
www.ft.com/content/5a75...
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PDD’s magic money machine keeps turning
Yet the Temu-owner continues to hoard every cent
https://www.ft.com/content/5a75ee7c-101f-468e-bd2b-d2bf35caf71f
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Journalism as a service.
@louisashworth.bsky.social
has made an interactive map of OpenAI’s *many* AI industry linkages.
www.ft.com/content/c26d...
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Charting the OpenAI ‘ecosystem’
Map of the problematique
https://www.ft.com/content/c26d916c-ca1a-4fbe-9b17-6f94d14f222a?shareType=nongift
2 days ago
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Que Sora, Sora (sorry, an obvious gag but i couldnt resist).
www.ft.com/content/5acd...
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Que Sora, Sora
RIP Sora. OpenAI video generation platform, 2024-26. We hardly knew ye.
https://www.ft.com/content/5acd6554-fb76-4d44-9037-47995b8746b9?shareType=nongift
2 days ago
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I think we can all agree that the original sin here is social media unwisely but uniformly adopting hearts instead of stars.
www.ft.com/content/c53c...
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Musk lawyers try to bar judge over LinkedIn ‘like’ cheering legal defeat
Quinn Emanuel says Delaware judge must recuse herself over post, which she says she may have liked ‘accidentally’
https://www.ft.com/content/c53cfaa8-8db1-49b1-b877-3ac7b2095966?shareType=nongift
2 days ago
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reposted by
Robin Wigglesworth
FT Alphaville
3 days ago
Once more unto the Boaz
as.ft.com/r/82092a13-5...
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Does Boaz Weinstein have Edinburgh Worldwide in a corner?
[FREE TO READ] Watch this SpaceX
https://as.ft.com/r/82092a13-501b-4783-b815-051052c5a820
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reposted by
Robin Wigglesworth
FT Alphaville
3 days ago
Polyouroboros.
as.ft.com/r/d7570cd6-3...
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Charting the OpenAI ‘ecosystem’
[FREE TO READ] Map of the problematique
https://as.ft.com/r/d7570cd6-33dd-4b5b-8702-f2465e22bb1b
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reposted by
Robin Wigglesworth
Dan Davies
3 days ago
At Alphaville, I consider how annoying it must be for European regulators that the USA argued for six months insisting on the "output floor" and now isn't going to implement it themselves
www.ft.com/content/532b...
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After the endgame, a levelling down
Capital stacks, or stacked capital requirements?
https://www.ft.com/content/532bab13-3617-4973-9153-28b2fd74b9af
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I can’t really explain why, but I weirdly enjoy
@roberthutton.co.uk
and
@stephenkb.bsky.social
’s ongoing “does the U.K. even have a culture secretary any longer” discourse.
3 days ago
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Hmmmmmmmmm.
www.ft.com/content/1171...
3 days ago
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reposted by
Robin Wigglesworth
FT Alphaville
4 days ago
A poke around the accounts of Britishish AI champion Nscale
as.ft.com/r/f5df069b-d...
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Nscale’s credit history (slightly chipped)
[FREE TO READ] Defaults in their start
https://as.ft.com/r/f5df069b-ddd5-4e9b-8ced-9f698f205528
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reposted by
Robin Wigglesworth
Brendan Greeley
4 days ago
A reminder that The Almighty Dollar, a product of seven years of research and writing, a book that dragged me into academia and in the direction of madness, is available on May 19th of this year. People who have read it seem to like it!
www.penguinrandomhouse.com/books/634502...
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reposted by
Robin Wigglesworth
FT Alphaville
4 days ago
The big question isn't why gold's down, it's why gold was up.
as.ft.com/r/8d4b6dcf-d...
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Thanks for playing gold
[FREE TO READ] More sellers than buyers
https://as.ft.com/r/8d4b6dcf-ddbb-4582-a893-2c80eddb2884
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🥳
www.ft.com/content/360c...
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Goldman Sachs now reckons that oil could take out the 2008 record of $147
After all, records are made to be broken
https://www.ft.com/content/360ca227-4d2a-41a4-a05f-41baedc0f7d2?shareType=nongift
4 days ago
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reposted by
Robin Wigglesworth
FT Alphaville
8 days ago
Some neat Eurostat charts about guns and other things.
www.ft.com/content/a892...
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European manufacturing misery? Some sectors have never had it so good
War, huh, yeah, whom is it good for?
https://www.ft.com/content/a892277b-e419-4543-bea8-04cfdd052856?shareType=nongift
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To paraphrase Bill Murray’s Peter Murray… Human sacrifice. Dogs and cats living together. Bank of England unanimity. Mass hysteria!
add a skeleton here at some point
6 days ago
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If attacking Iran was a distraction for all the Epstein headlines, what will the administration do now to distract from Iran and rising gas prices?
6 days ago
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add a skeleton here at some point
6 days ago
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“If your reaction to the news last month that the US and Israel had begun airstrikes against Iran was to buy Fartcoin, congratulations, you win. Nearly everyone else lost.”
open.substack.com/pub/ftav/p/f...
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Free lunch is cancelled
Plus: Chinese stock markets, Omani oil, Australian gas, American minesweepers, and Japanese vending machines
https://open.substack.com/pub/ftav/p/free-lunch-is-cancelled?r=2gv2&utm_medium=ios
6 days ago
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reposted by
Robin Wigglesworth
FT Alphaville
7 days ago
Fools and their money are easily parted, but there are limits.
as.ft.com/r/2d063eb5-c...
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Retail investors aren’t crazy for Farage and Kwarteng’s bitcoin business
[FREE TO READ] Unpopular
https://as.ft.com/r/2d063eb5-c576-4bda-a956-058412a2efe1
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reposted by
Robin Wigglesworth
FT Alphaville
7 days ago
Quiz.
www.ft.com/content/114d...
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FTAV’s Friday chart quiz
Bohemian Graphsody
https://www.ft.com/content/114d26c0-07c6-4f5c-bc6e-78948b7bb950
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reposted by
Robin Wigglesworth
FT Alphaville
7 days ago
How many emergencies can one country have?
www.ft.com/content/2b00...
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Could the US really release more of its strategic oil reserves?
Desperation, thy name is Scott Bessent
https://www.ft.com/content/2b002c54-1f05-4366-a0cd-23dcb4e11f12
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reposted by
Robin Wigglesworth
FT Alphaville
8 days ago
From bad, to worse, to worser.
as.ft.com/r/4c816563-2...
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‘Demand destruction has begun’
[FREE TO READ] Pray for Asian naphtha consumers
https://as.ft.com/r/4c816563-219d-47cb-b4cd-d99fdef377d9
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reposted by
Robin Wigglesworth
FT Alphaville
10 days ago
Farewell Meg Ryan (not that one).
www.ft.com/content/964c...
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The SEC is looking for a new head of ‘enforcement’
Meg Ryan, we hardly knew ye
https://www.ft.com/content/964c6b34-0102-4378-bf5f-5e6e5809a2bc
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reposted by
Robin Wigglesworth
FT Alphaville
9 days ago
How calm are oil markets? It depends on where you look.
www.ft.com/content/3201...
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The oil market mess is much worse than you think
Oh, man . . .
https://www.ft.com/content/320156d4-2c43-49c3-a005-e9c6f1d4b4e4
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A reminder that hydrocarbons are uniquely “systemically inflationary”, because they are such a vital input into the production of *so many* other things.
www.ft.com/content/a7db...
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Systemic inflation drivers (and what to do about them)
Is inflation truly only a macro phenomenon?
https://www.ft.com/content/a7db7285-ac15-40a6-83c7-ff92295d7b68?shareType=nongift
8 days ago
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I see your Kessell and McEwan and raise you one Graydon Carter era Vanity Fair.
add a skeleton here at some point
8 days ago
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🥳
add a skeleton here at some point
8 days ago
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Robin Wigglesworth
Bits
8 days ago
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Butter < guns
www.ft.com/content/a892...
8 days ago
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reposted by
Robin Wigglesworth
Soumaya Keynes
8 days ago
Column is here - first 300 clicks free to read
as.ft.com/r/6bffcdf4-5...
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Economists have caught the AI bug
[FREE TO READ] It’s expanding the scope of research but challenging the profession’s process of weeding out mistakes
https://as.ft.com/r/6bffcdf4-5c1f-495d-8fc7-31f27cdefbbc
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add a skeleton here at some point
8 days ago
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While Brent — the most commonly quoted crude oil benchmark — has been surprisingly well-behaved, Gulf oil prices have gone stratospheric. And JPMorgan’s oil analysts worry this could be a harbinger for the rest of the oil market. If so, oooof.
www.ft.com/content/3201...
9 days ago
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Robin Wigglesworth
Katie Martin
9 days ago
the Norwegian campaign against enshittification is pretty great tbf
vimeo.com/1168468796
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The Ensh*ttificator
Digital products and services keep getting worse. In the new report Breaking Free: Pathways to a fair technological future, the Norwegian Consumer Council has delved…
https://vimeo.com/1168468796
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reposted by
Robin Wigglesworth
Toby Nangle
9 days ago
🚨If problems in private credit got REALLY bad, wld it be GFC redux? The OFR ran the numbers.
www.ft.com/content/742e...
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Robin Wigglesworth
FT Alphaville
10 days ago
🤨
www.ft.com/content/5ce9...
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Warner Bros Discovery’s mystery Singapore suitor
WTF WBD?
https://www.ft.com/content/5ce92e54-99fc-4e1b-ad90-e5fc5273e204
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reposted by
Robin Wigglesworth
Toby Nangle
10 days ago
🚨Why have returns to Chinese stocks been so meh over the past 25yrs?
@alphaville.ft.com
has some answers!
www.ft.com/content/b431...
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What could end up being the biggest bagholder exercise of all time — the Operation Overlord of jamming retail investors with a comically overpriced IPO — is opening up on several early fronts.
www.ft.com/content/59ad...
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Et tu, S&P 500?
The SpaceX IPO gamesmanship is going to be epic
https://www.ft.com/content/59adbe42-ca30-47f3-9cda-5415945e9368
10 days ago
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The divergence between the performance of China’s economy and its stock market has been a topic for decades. This from
@tobyn.bsky.social
may finally explain it.
www.ft.com/content/b431...
10 days ago
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