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AnalysisTesla Inc

Morgan Stanley go all in on Tesla

“It’s expensive on what we know, and cheap on what we don’t.”

2 hours ago

FT AlphavilleAshley Nunes

What the 737 MAX’s return tells us about automation

Trade-offs are everywhere.

AnalysisGlobal Economy

Further reading

Scotland’s one-party system; Saving Christmas; Early retirements.

AnalysisMedia

Comrade Swift takes on the suits

She does, because she can.

FT AlphavilleClaire Jones

How hidden is inflation?

Price pressures have disappeared during the pandemic, so they say.

AnalysisGlobalisation

Was hyperglobalisation an anomaly?

Maybe, but don’t you dare say “slowbalisation”.

Further reading

How CNN survived; Slack; Shiller CAPE and much more . . .

AnalysisCoronavirus economic impact

The Disney Park Indicator: an update

It might be a while.

FT AlphavilleJemima Kelly

Amazon proclaims a united Ireland on Twitter

Medical science

Further reading

Fiscal cliffication; e-sports; art fairs; and much more.

FT AlphavilleJemima Kelly

The oat milk market is frothy

And this chart proves it.

FT AlphavilleJamie Powell

Ticketed live music streaming’s time has come

Remember going to concerts? Nah, us neither.

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Friday, 13 November, 2020

Further reading
Vaccines; taxing WFH; ECJ vs cash; and much more.
Thursday, 12 November, 2020

Claire Jones
Was the Bank of Amsterdam the world’s first central bank?
Or when stablecoins go squiffy . . .
Thursday, 12 November, 2020

Markets
Further reading
The Pfizer vaccine; the Sputnik vaccine; vaccine data; vaccine haters; and more.
Wednesday, 11 November, 2020

Markets
Further reading
Elon Musk’s most excellent year; toxic work addiction; face hunger; optimism; and more.
Tuesday, 10 November, 2020

Markets volatility
Snap AV: has value been resurrected?
“Darkness falls across the land. The midnight hour is close at hand . . . ”
Tuesday, 10 November, 2020

Jamie Powell
Beyond Meat’s beyond awful quarter
Plant-based burger goes splat.
Tuesday, 10 November, 2020

AnalysisGames industry
Codemasters/Take-Two: slipstream stocks
Take-Two’s offer for the sim racing specialist speaks to one of the hottest trends in equity markets right now.
Tuesday, 10 November, 2020

Markets
Further reading
Yellen’s back; fake meat war; red-tape hilarity and much more . . .
Monday, 9 November, 2020

Coronavirus treatment
Coronavirus vaccine breakthrough — here’s the sell-side reaction
Though the WHO (and Bryce Elder) urge caution.
Monday, 9 November, 2020

Coronavirus pandemic
Markets go pop as BioNTech reveals effective Covid-19 vaccine
Biden inherits a trump card on Covid but evidence of the vaccine’s effectiveness is not yet clear. Markets go nuts anyway.
Monday, 9 November, 2020

AnalysisGlobal Economy
Further reading
Covid non transparency, Hammer conspiracies, Boris’ disinfo sting.
Monday, 9 November, 2020

Media
The MP3 and the T-Rex: Part 2
Two decades ago the music industry officially surrendered to the MP3. In the second part of his guest post, musician William J. Stokes looks at how it still affects musicians to this day.
Friday, 6 November, 2020

AnalysisCryptocurrencies
BloCKcHaiN 2020 Election ConSpiRACY *Alert*
In which crypto bros bearing the power of immutable truth sort the whole mess out.
Friday, 6 November, 2020

AnalysisUK politics & policy
Making real-estate assets work for local governments
Dag Detter, plus co-authors, argue local governments should be encouraged to consolidate their substantial real estate assets into Urban Wealth Funds (UWFs) to maximise their value.
Friday, 6 November, 2020

Claire Jones
Three reasons for Rishi Sunak to keep furlough in place
The scheme is not flawless, but there is little cause to scrap it just yet.
Friday, 6 November, 2020

Further reading
Character assassinations; CNN; a Libor podcast; and much more.
Thursday, 5 November, 2020

Markets
Further reading
Election-free edition.
Wednesday, 4 November, 2020

US equities
Snap AV: the inflation trade is dead on arrival
Sorry, it was a nice idea though.
Wednesday, 4 November, 2020

AnalysisGlobal Economy
Further reading
It’s all Kayfabe.
Tuesday, 3 November, 2020

EU financial regulation
ESMA/Wirecard: pass the buck
In the land of the blind the one-eyed man is king.
Tuesday, 3 November, 2020

Music
The MP3 and the T-Rex: Part 1
Two decades ago the music industry officially surrendered to the MP3. In this guest post, musician William J. Stokes examines what’s happened since, and where we might be going.
Tuesday, 3 November, 2020

AnalysisEquities
How to trade the US election
Not investment advice.
Tuesday, 3 November, 2020

Markets
Further reading
Hunter Biden; Grantham’s Green New Deal; Xbox issues and much more . . .
Monday, 2 November, 2020

Jemima Kelly
The virus has crushed the challenger bank dream
The idea that the likes of Monzo and Revolut can do anything banks can do but better is crumbling.
Monday, 2 November, 2020

Markets
Further reading
Software bungles; good masks; bad masks; conservatism; and much more.