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IB vs AI

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FTAV’s further reading

Pickeball wars; Gary Gensler; peak pods; AT1 boom; George Santos

Sovereign bonds
Longevity killed the R-star

The Bank of England takes a stab at a global estimate

US banks
Why are US banks hoarding liquidity?

Bank reserves should in theory be declining with QT, but they’re not

Capital markets
The nuances (ish) of private credit vintages

Beware what year of direct loans you buy, says Pimco

US banks
How zero-interest deposits bail out banks

Nothing matters

US economy
We’ve got a data-quality problem

And US economic data is especially important for monetary policy right now

Equity valuation
Slicing and dicing historical equity returns

Past performance is not necessarily indicative of future results, but it does make for some neat charts

ESG investing
Today in ESG: why not buy propane, plastic pipes, and oilfield equipment

Stop worrying about limits, start imagining possibilities

Fund management
Norwegian SWF ❤️ private equity

If you at first don’t succeed, try, try again

US equities
Stonks to the moon??

Er, not quite. But new highs anyway ¯\_(ツ)_/¯

Investment Banking
What Hong Kong’s banker malaise signifies

Not just a cyclical blip?

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