A controversial, low-conviction, Austrian-lite argument about money markets and central bank balance sheets on a Friday afternoon. In other words, classic alphaville clickbait. on.ft.com/4oWd4W3

¡AI, caramba! on.ft.com/4ouVSao

Sweet gig covering venture capitalists —> job-boards.eu.greenhouse.io/financialtim...

🚨Why are people being mean about Egan-Jones? on.ft.com/47shez1

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

🤔🤔🤔🤔🤔🤔🤔 on.ft.com/47shez1

‘Best way to describe the market is bonkers’ on.ft.com/4qK7lV3

Shocked — SHOCKED — to discover that Neom might always have been a pile of baloney. ig.ft.com/saudi-neom-l...

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

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

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

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

😀

'I could smell the onions and the mustard'

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

Various AI companies are in the process of building or planning data centres with 46 "bragawatts" of capacity — which will (if they are all completed) consume as much energy as over 44mn American homes. That's almost three times California's entire housing stock. www.ft.com/content/2b84...

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...

Quant credit: on.ft.com/4om2V5f

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

Is the difficulty of Alphaville's chart quiz really as volatile as a shitcoin? @tobyn.bsky.social set out to find out, and naturally produced some beautiful dataviz in the process. www.ft.com/content/3998...

🗽🤨🍺 on.ft.com/4oH4zhp

“If you get offered a salary less than £250K, you’re kind of the sad guy,” he said, adding: “Nobody I know interviews for JPMorgan, Goldman Sachs . . . not once do I hear anybody entertain any of these traditional investment banking jobs.” on.ft.com/3LFWzPm

A film you’ve seen more than seven times with a gif

FTAV’s Friday chart quiz 📊 on.ft.com/47A0zZk

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

News you can use @duncanweldon.bsky.social

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...

I enjoyed doing this. www.ft.com/content/b003...

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

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...

Earlier this month a company you’ve never heard of sold the largest corporate bond in history. The $27bn deal wasn’t just notable for its size and complexity, but what for it says about the AI boom, the credit cycle and the evolution of public and private debt markets. www.ft.com/content/d034...

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...

omg it’s beautiful. on.ft.com/4oH4zhp

RIP QT www.newyorkfed.org/markets/opol...

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

Quick post with a cool chart. Free to read. on.ft.com/47svt5F

Can’t believe they made a children’s book out of Se7en

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

Abundant reserves —> ample reserves —> adequate reserves —> 💥💥💥💥💥? www.ft.com/content/0f71...

🚨 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

Chart gods quietly walk among us.

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

We're not angry; we're just disappointed. www.ft.com/content/2a78...

Possible new pub quiz round? www.ft.com/content/719b...

Here’s this week’s Alphaville chart quiz. See if you can do better than me (i’m 0/3) on.ft.com/47DUwE5

Latest from me - How a tiny US gun shop won – and botched – a $1bn Ukraine contract. Based in an Arizona strip mall and boasting ‘reasonable prices’, OTL Firearms landed an order for vast quantities of rockets and other Soviet-standard munitions. It never delivered. on.ft.com/4qsKYDe

TLDR: Private-equity owned insurers are buying ratings for private equity-backed loans from private equity-owned credit rating agencies. 😑 on.ft.com/47sTNV9

Steve Hilton?!?!?!?

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