FT.com - Best of Lexhttp://www.ft.com/lex/besthttp://www.ft.com/rss/lex/bestFT.com - Best of Lexen© Copyright The Financial Times Ltd 2008. "FT" and "Financial Times" are trademarks of the Financial Times.support@ft.comThu, 8 May 2008 23:19 BSTFri, 09 May 2008 15:33:58 BSTNewspapers60http://news.ft.com/cms/d1f3ce1a-6bbe-11da-bb53-0000779e2340.gifFT.com - Best of Lexhttp://www.ft.com/lex/best(PICS-1.1 "http://www.classify.org/safesurf/" L gen true for "http://www.ft.com/" r (SS~~000 1))Commodities special 1: mining capexhttp://www.ft.com/cms/s/2/bddac108-1cd9-11dd-82ae-000077b07658.htmlhttp://www.ft.com/cms/s/2/bddac108-1cd9-11dd-82ae-000077b07658.htmlThe mining industry has experienced a demand shock, and prices, in nominal terms at least, are through the roof. But has there been a supply-side response?Thu, 8 May 2008 19:16 BSTCommodities special 2: oil capexhttp://www.ft.com/cms/s/1/bc3ea9ae-1cd9-11dd-82ae-000077b07658.htmlhttp://www.ft.com/cms/s/1/bc3ea9ae-1cd9-11dd-82ae-000077b07658.htmlWhy has the bull market in energy not prompted more supply? Tracking the oil industry's spending is tricky, given the preponderance of opaque, state-owned companiesThu, 8 May 2008 23:19 BSTCommodities special 3: prices and the cyclehttp://www.ft.com/cms/s/1/2b428886-1cd8-11dd-82ae-000077b07658.htmlhttp://www.ft.com/cms/s/1/2b428886-1cd8-11dd-82ae-000077b07658.htmlA fridge in every Chinese house and Indians swapping bicycles for cheap cars – the demand side arguments for higher commodity prices are now well rehearsedThu, 8 May 2008 19:45 BSTThomson Reutershttp://www.ft.com/cms/s/2/a6e1ecee-1b6f-11dd-9e58-0000779fd2ac.htmlhttp://www.ft.com/cms/s/2/a6e1ecee-1b6f-11dd-9e58-0000779fd2ac.htmlNo, the data feed isn't broken. The London-listed shares of Thomson Reuters, the information provider which merged last month, continue to trade at a huge discount to those listed in TorontoWed, 7 May 2008 21:15 BSTShrinking investment bankshttp://www.ft.com/cms/s/2/612464d4-1b42-11dd-9e58-0000779fd2ac.htmlhttp://www.ft.com/cms/s/2/612464d4-1b42-11dd-9e58-0000779fd2ac.htmlForget what investment bankers say about profitability or shareholder returns – what they care most about is sizeTue, 6 May 2008 19:39 BSTUS jobs surprisehttp://www.ft.com/cms/s/1/f74aa6b4-184d-11dd-8c92-0000779fd2ac.htmlhttp://www.ft.com/cms/s/1/f74aa6b4-184d-11dd-8c92-0000779fd2ac.htmlThe reality borne out by weak sentiment surveys and this week's dreadful vehicle sales data is that the linchpin of the US economy, the consumer, is overstretchedFri, 2 May 2008 20:46 BST