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Zantac makers feel the burn
Applying the logistics of financial stability to the cryptoverse
Inflation, degrowth, banter, Audioboom, Tesla, OnlyFans, Excel and a sex restaurant
There but for the grace of common sense go we
To err is human, to underperform divine
Very, is the answer.
Nearly everywhere and for nearly everything, sellside optimism’s back at pre-crash levels, warns Citigroup
Palantir predicts a more dangerous world (and hopes for greater profits)
A tragicomedy in two acts
How carpet magnate Geoff Wilding parlayed a £20,000 investment into superyacht-money
Inversion, WhatsApp, uranium, gigafactories, newsletters, airlines, ants, Catholicism and sea lampreys
Meme stocks, Zoltan, effective altruism, City reinvention, designed obsolescence and Pac-Man
Pyjamas, Argentina, postmasters, P2P, cars and old dogs
A who’s who of cultural annexation and capital flight
Heard a cancelled sale on Monday, told the brokers on Tuesday, we were wall-crossed by Wednesday . . .
Tui, BOE, DeFi, Marc Andreessen, prisons, GeoCities, influencers and grapes
Larry Summers has a more aggressive view of how much power workers need to lose before officials can put a lid on inflation
Bottom-up forecasting, batteries, chips, lollipops, snarky editors and Lamborghini shortages
This strange mixed affair we call merger arb, when a man takes this whole universe for Avast practical joke
Sovereign bond contracts should be enforceable. Is that really too much to ask?
Michael Saylor, Craig Wright, Scott Galloway, Elon Musk, and the rise and fall of sad white men
Taiwan, Ukraine, Goldman Sachs, Jane Street, Yanis Varoufakis, town planning and prisons
Why have UK tech companies chosen Nasdaq? It’s not just about the money
August lulls, inflation, GDP, Tether, Tiktok, green pork, Atlantropa and wokeness
Taking back control of QE’s billion pound income transfer from Bank to banks
GIGO, Edward Chancellor, recessions, lawyers, scumbags, space, nothing and meaninglessness
RIP forward guidance, a systemic dysfunction in mainstream economics
While M&A arbs suffer a blood rush away from the head
Trend-following investment strategies have sprung to life after a lost decade. Can the resurgence continue?
Form an orderly queue
Jay Powell, Howard Marks, Harry Potter, Dan McCrum, Axie Infinity, portals to hell, and far too many results
👀 Italy . . .
Paper, unemployment, college scholarships, semiconductors, Tesla syndrome and horse bread
DIY, Coinbase, jet fuel, Helium, John Berger, suburbs and vegetables
Putting a medical research facility in a casino and hoping nothing goes wrong