Lightnews — Scholar-powered news

FT Alphaville

@alphaville.ft.com

14K followers 8 following 1K posts

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

on.ft.com

Posts Media Videos Starter Packs

Pinned

FT Alphaville @alphaville.ft.com · Jun 5

(Alphaville doesn't have a paywall, no matter what the site is telling you.)

on.ft.com/3tDRiiu

How to read FT Alphaville for free

Find us by email, RSS, X, Bluesky, and Terminal (sort of)

on.ft.com

1 13

Reposted by FT Alphaville

Robert Smith @bondhack.ft.com · 34m

Jefferies reassured investors in its Point Bonita fund earlier this week: you don't primarily have exposure to First Brands, but its often IG-rated customers such as Walmart.

But when is a Walmart invoice not a really Walmart invoice?

@ericgplatt.ft.com and I explain: www.ft.com/content/dfb3...

2 2 8

FT Alphaville @alphaville.ft.com · 31m

Here's this week's Nobel Prize for Charts entry form:

on.ft.com/3IE86xR

FTAV’s Friday charts quiz

Chart for charts’ sake

on.ft.com

FT Alphaville @alphaville.ft.com · 2h

A dig into First Brands' invoice financing and who's left holding the bag.

on.ft.com/3KH90dy

First Brands Group: dude, where’s my cash?

[FREE TO READ] Cleveland, we have a problem

on.ft.com

2 7

Reposted by FT Alphaville

Giles Wilkes @gilesyb.bsky.social · 5h

Bad news: there’s more of it about - on.ft.com/4n2TVBq

There really isn't another paper in the same league as the Financial Times. Evidence in this free article

Bad news: there’s more of it about

More than 40 years of FT coverage, charted

on.ft.com

4 7 29

FT Alphaville @alphaville.ft.com · 6h

Natgas, prepare to be Figgied.

on.ft.com/431m0Rq

Jane Street is getting physical

In commodities at least

on.ft.com

2 1 8

FT Alphaville @alphaville.ft.com · 23h

DB pensions chat with the head of backstops

on.ft.com/4mWM6w3

FTAV Q&A: Michelle Ostermann

[FREE TO READ] The UK Pension Protection Fund’s chief talks Canada envy, risk, reform, and public sector consolidation

on.ft.com

FT Alphaville @alphaville.ft.com · 1d

🐳

on.ft.com/3J2FHBy

BlackRock’s big fat bitcoin haul

[FREE TO READ] Stacking sats like a champ

on.ft.com

1 2 11

FT Alphaville @alphaville.ft.com · 2d

A neat chart on headline vs underlying US trade tariffs

on.ft.com/4hbgi5l

US tariffs are still *checks notes* around 10 per cent

Lots of mouth, varying amounts of trousers

on.ft.com

1 3 11

Reposted by FT Alphaville

Dan Davies @dsquareddigest.bsky.social · 2d

Up at Alphaville, I look at the constant expansion of the regulatory perimeter and present a new "notebook trilemma" www.ft.com/content/7c3a...

2 6 50

FT Alphaville @alphaville.ft.com · 2d

Talk is cheap. Gold, not so much.

on.ft.com/3J14w0I

So you want to talk about gold

[FREE TO READ] Marking the record high for so-called analogue bitcoin

on.ft.com

1 5 10

FT Alphaville @alphaville.ft.com · 2d

Riskless business means not much business.

on.ft.com/4gY6WK1

Get ready for another round of regulatory shadow boxing

[FREE TO READ] If the non-banks are banks, who banks the unbanked?

on.ft.com

2 2

FT Alphaville @alphaville.ft.com · 2d

Prop Will Eat Itself

on.ft.com/3IyVKaf

Are we approaching peak prop trading?

[FREE TO READ] Maybe! Maybe not!

on.ft.com

2 2 10

Reposted by FT Alphaville

FT Alphaville @alphaville.ft.com · 3d

Hello, we're doing one of these again.

on.ft.com/47j6xxF

The FT Alphaville Pub Quiz returns to London on October 23. Here’s how to get tickets

Strictly quizness

on.ft.com

2 3

Reposted by FT Alphaville

Toby Nangle @tobyn.bsky.social · 3d

🚨 Do macro releases really matter to stock punters?

Turns out yes, or at least some of them.

on.ft.com/3KEeFB1

1 7 17

FT Alphaville @alphaville.ft.com · 3d

Hello, we're doing one of these again.

on.ft.com/47j6xxF

The FT Alphaville Pub Quiz returns to London on October 23. Here’s how to get tickets

Strictly quizness

on.ft.com

2 3

FT Alphaville @alphaville.ft.com · 3d

Expired, not broken. on.ft.com/3tDRiiu

How to read FT Alphaville for free

Find us by email, RSS, X, Bluesky, and Terminal (sort of)

on.ft.com

1 1

FT Alphaville @alphaville.ft.com · 3d

💰
🔥

on.ft.com/4mQmJfe

Aston Martin will keep paying you to take their cars away

[FREE TO READ] The 112-year-old marque that burns cash like an AI startup

on.ft.com

2 8

FT Alphaville @alphaville.ft.com · 4d

on.ft.com/4q1VyRM

IMF vs SRT: Let’s get systemic

[FREE TO READ] Once more unto the funky securitisation breach

on.ft.com

2 4 6

Reposted by FT Alphaville

Levente Koroes @lkoro.es · 6d

I love my friends so much, they got me the #1 fashion accessory for my birthday.

(Also thanks @robinwigglesworth.ft.com / @alphaville.ft.com)

1 18

FT Alphaville @alphaville.ft.com · 6d

You think you've seen it all. Then Theo Fennell starts fashioning necklaces out of Elton John's patellas to advertise the World Gold Council.

on.ft.com/4o1N3UQ

Elton John takes the knee, and the World Gold Council takes the p___

[FREE TO READ] AU the humanity . . .

on.ft.com

2 6

FT Alphaville @alphaville.ft.com · 6d

TFICQ

www.ft.com/content/d1c0...

FTAV’s Friday chart quiz

Graph, and the world graphs with you

www.ft.com

1 1

FT Alphaville @alphaville.ft.com · 7d

"With the advent of private credit, institutions are putting money into this magical machine that gives you equity rates of return for senior debt exposure, which again should be the first red flag. We rarely get to see how the sausage is made."

on.ft.com/4gSm1gd

FTAV Q&A: Jim Chanos

[FREE TO READ] Wall Street’s most famous short seller on the First Brands fiasco, Enron and the “magical machine” in private credit markets

on.ft.com

1 3 17

Reposted by FT Alphaville

John Thornhill @johnthornhill.bsky.social · 7d

Terrific piece on @alphaville.ft.com by Sinead O'Sullivan:

"Winners emerge from redundancy, not efficiency."

on.ft.com/4gTUz1M

In space, nobody can hear you budget

SpaceX and Blue Origin are no more efficient at building spacecraft than NASA. But that’s not the point of them

on.ft.com

2 6 16

FT Alphaville @alphaville.ft.com · 7d

How much does one of those cost?

FT Alphaville @alphaville.ft.com · 7d

Each weekday, FT Alphaville picks a dozen or so articles from elsewhere.

Here's today: on.ft.com/4nsHAXf
Thursday: on.ft.com/4mNY7DU
Wednesday: on.ft.com/4pTL6vc
Tuesday: on.ft.com/4o1psDx
Monday: on.ft.com/46NzNft

All this, and nearly 20 years of FTAV archive, is completely free on.ft.com/3tDRiiu

How to read FT Alphaville for free

Find us by email, RSS, X, Bluesky, and Terminal (sort of)

on.ft.com

1 6 15