Minegrift. as.ft.com/r/2a8b409e-b...

Happy birthday to @katie0martin.ft.com who is turning old. Please send her your OAP top tips.

An Aim-quoted miner, the quote being Mark Twain's. as.ft.com/r/bfe4f37c-2...

"Taken together, our results highlight a substantial gap between political rhetoric and reality." www.nber.org/papers/w3479...

🚨Japan LLC has been trading its way out of a fiscal hole www.ft.com/content/f7d3...

FTAV's weekly round-up should be arriving in inboxes now. Subscribe, if you haven't yet, here: ftav.substack.com/p/agentic-ai...

Ariane de Rothschild ousted her husband as CEO of his family’s storied bank, negotiated a big DOJ settlement and examined several mergers Behind every move was none other than Jeffrey Epstein, who had found his backdoor into one of Europe’s most powerful banking dynasties www.ft.com/content/0d70...

Norwegian winters are 👌

Much to consider. www.ft.com/content/3382...

Move over US Treasuries. There are some new “bonds” in town. 😑 www.ft.com/content/3382...

Absolute scenes. substack.com/@ftav/note/c...

Do smart people have better taste in food? That's what @tylercowen.bsky.social reckons, so he thinks you should eat more around DeepMind and XTX's Kings Cross offices. www.ft.com/content/c39f...

IPO pricing is an art, not a science. as.ft.com/r/32b0e3f8-7...

An explainer on BNP's sanctions evasion scandal as.ft.com/r/c9a4d662-4...

🥳

In modern Hollywood’s neverending reheating of old material I’m surprised no one has tried to remake The Neverending Story. Would very much be up for a new take on Atreyu, Sebastian and Falkor.

If you're in the market for a history of the dollar this spring, consider the history of the dollar that doesn't think the strong dollar was necessarily a good thing, and that often successful global currencies left local buyers and sellers poorly served www.penguinrandomhouse.com/books/634502...

Stumbled over Charlie Chaplin’s closing speech in The Great Dictator while doing some bond research (really!) Unnervingly contemporary. www.charliechaplin.com/en/articles/...

“EXTRAPOLATION IS NOT PERMITTED!”

Back once again with the birth-death ratio. as.ft.com/r/90270c5a-9...

in which ... I summarise me and @himself.bsky.social 's paper for the @britishacademy.bsky.social on the global dollar system, suggesting that it explains the fascination with the digital Euro (a set of EU payment rails that's independent of the US and can't be acquired). www.ft.com/content/5b9a...

Why, for the past 50 years, have US labourers been getting worse at building stuff? www.ft.com/content/2ae2...

As someone with a profound but unrepentant emdash addiction it is driving me mad seeing commenters yell “AI slop!!!” whenever there is even a single — anywhere in the copy.

Avengers Assemble II: Even More Avengers; And More Assemblies.

@sindap.bsky.social: “Finance bros may one day prefer an AI girlfriend to a real woman but they may never give up wanting to speak with a human about a complex investment trade.” www.ft.com/content/b42f...

It 💯 tracks that this guy owns a Cybertruck. nypost.com/2026/02/02/b...

“The art market contains as much market as art, and the Epstein files show how a painting produced by a genius can be involved in a transaction overseen by a sex offender. From an expression of the soul to a line on a balance sheet.” www.ft.com/content/89ba...

"The real European financial threat to America: An uncoordinated, decentralised and gradual buyers’ strike is the actual danger" www.ft.com/content/d267...

Has the sellside ever before needed to adjust its price target for a large company as quickly as it has had to for Sandisk @louisashworth.bsky.social INVESTIGATES. www.ft.com/content/c6f1...

Lies, DRAM lies, and statistics. as.ft.com/r/bcd3a30d-a...

Here's a wild chart from Goldman Sachs. And here's a post trying to explain just why construction productivity has actually *shrunk* over the past 60 years 👉https://www.ft.com/content/2ae2db14-0fae-4a9a-8cc3-6c611a069782

Take the day off, we give you permission. as.ft.com/r/d4e77ef7-4...

ICYMI: a newsletter on orbital data centres from December. open.substack.com/pub/ftav/p/s... And, from last week, on SpaceXAIsla. open.substack.com/pub/ftav/p/w... Like and subscribe y'all.

leveraged rally is suffering a choppy unwind, say market-watchers "The surge has been remarkable and leverage has played a key part in both the rally and now the decline" www.ft.com/content/e830...

God I wish someone would fund something like @quantamagazine.bsky.social but for finance and economics.

Sometimes you eat the bear, sometimes the bear eats you. as.ft.com/r/be0954e3-f...

Me when someone interjected that even Tolstoy published it in chunks over time:

I gather some people think the FT has been neglecting its core for “woke nonsense” bla bla yada yada, which is news to this 12k word beast — an oral history of the Federal Reserve’s Covid-19 crisis made up of quotes from the recently released full transcripts. www.ft.com/content/cb9a...

Printer go brrr as.ft.com/r/bad61494-4...

RAMmed. www.ft.com/content/fe9c...

From lame duck to stealth Druck www.ft.com/content/c215...

If you want peace, prepare for Warsh. as.ft.com/r/096e5db3-9...

Here's everything we've been doing this week, in newsletter form. ftav.substack.com/p/what-becom...

What FT commentators think of Kevin Warsh as Fed chair - Martin Wolf, @katie0martin.ft.com @alanbeattie.bsky.social @robinwigglesworth.ft.com @martinsandbu.ft.com and @chrisgiles.ft.com here www.ft.com/content/fe8a...

At least it isn’t Judy Shelton, David Zervos or <shudder> Bill Pulte. www.ft.com/content/07e9...

Toby's done the chart quiz this week, so difficulty is turned up to 11. www.ft.com/content/a9b1...

Hasbro’s (alleged) house of cards ft.trib.al/MLNRvbT

Post I wrote today for @alphaville.ft.com about Czechoslovak Group’s successful €3.8bn IPO. I remember working on EADS’s IPO 26 years ago when quite a few European investors balked at defence sector on ethical grounds. Not anymore. www.ft.com/content/a620...