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FT Alphaville
@alphaville.ft.com
A markets and finance blog that's outside the FT paywall. All we ask is that you register to read: https://on.ft.com/3tDRiiu
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Stabledoubloons?

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Tether, the gold whale
[FREE TO READ] Gilty buy association
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November 25, 2025 at 7:01 AM
The joy you find here, you borrow.

www.ft.com/content/a081...
What US hedge funds are shorting right now
The little short before the big short?
www.ft.com
November 24, 2025 at 6:43 PM
🧙‍♀️📈🥳

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Maybe the S&P 500 will triple?
[FREE TO READ] Stephen Miran’s old shop reckons that stocks are ‘not even close’ to a bubble
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November 24, 2025 at 4:48 PM
Reposted by FT Alphaville
It’s been a long time coming, but FT Alphaville is finally on Substack. You can subscribe and read for free, here: on.ft.com/49D7nIl
November 22, 2025 at 12:00 PM
New Yorkers unite against Con Edison; stock falls
[FREE TO READ] Power exchange
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November 21, 2025 at 11:27 PM
Reposted by FT Alphaville
it's up! an analysis of a new "economic capital" measure that turned into a slightly bitter autobiography www.ft.com/content/8df0...
The ‘Marathon Man’ approach to bank supervision
Can we really build better mousetraps?
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November 21, 2025 at 2:49 PM
📉📈📊 = 👕

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FTAV’s Friday charts quiz
Graphic content
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November 21, 2025 at 5:39 PM
FT Alphaville Doesn’t Understand Crypto ©

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Five questions from an ignorant no-coiner about the crypto crash
[FREE TO READ] Do Our Own Research
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November 21, 2025 at 4:21 PM
Alphaville asks questions, gets answers.

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Who is OpenAI’s auditor? (Update: it’s Deloitte)
[FREE TO READ] Just asking
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November 20, 2025 at 5:33 PM
Has buying illiquid stuff weakened US insurers' liquidity?

Yes.

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How’s liquidity in the US life insurance sector?
[FREE TO READ] Deteriorating, Bob!
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November 20, 2025 at 9:14 AM
Numbers from Singapore haven't been this closely watched since 1942.

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Nvidia’s lion buy omission
[FREE TO READ] Singapore’s slung
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November 20, 2025 at 9:04 AM
... And is it a bit weird they won't just tell us?

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Who is OpenAI’s auditor?
[FREE TO READ] Just asking
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November 20, 2025 at 7:35 AM
Reposted by FT Alphaville
Reposted by FT Alphaville
AI is looking peaky, and Larry Ellison’s Oracle is in the contagion zone. Turns out, having OpenAI as one of your biggest customers isn’t always a golden ticket.

An @alphaville.ft.com and #FTEdit 🧵 on the software company’s perilous position 👉
November 19, 2025 at 4:08 PM
forward, not backward; upward, not forward; and always twirling, twirling, twirling

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Axes of Evil: McKinsey squares the circle
[FREE TO READ] Maybe the Matrix, maybe nothing, maybe pay us
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November 18, 2025 at 6:17 PM
Former BIS head talks stablecoins and CBDCs.

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Crypto, but government crypto — with Agustín Carsten
A podcast cross-promotion post
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November 18, 2025 at 3:52 PM
Seems our registration barrier (not a paywall!) is even more broken than usual, so we've switched it off for this post.

A reminder that all of FT Alphaville is free if you're logged in ( on.ft.com/3tDRiiu ) and please stop complaining at us.
November 18, 2025 at 8:59 AM
Capitalism. 🌈

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Stuff happens in market
[FREE TO READ] Clean-up in aisle doge
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November 18, 2025 at 12:27 AM
Reposted by FT Alphaville
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work? on.ft.com/43A9bxN
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
Exploring the buzzy but fuzzy new phenomenon in asset allocation
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November 17, 2025 at 11:02 AM
Email. It's the latest thing, and we're on it.

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FT Alphaville is finally getting a Substack
Stacking subs
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November 17, 2025 at 12:05 PM
Did someone say beveragino?

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FT Alphaville Drinks II — Back in the Habit
Yes, it is *very* short notice
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November 17, 2025 at 8:59 AM