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Missing: the 2022 recession

Happy China Article IV day everyone

The real estate of China’s economy

Heart of Darktrace

A journey into activist short selling, analysts’ long shots, big data, and small worlds

Fund management

LDI: What happens now?

Lessons from the UK’s near-meltdown

Was some of last year’s job-market strength “overstated”?

Probably, says Barclays

The world’s biggest bond fund has a new boss

Roberto Perli is the new SOMA supremo

European economy

Nobody expects the Spanish arbitration

Playing dirty with clean energy subsidies

Further reading

The last 747; Georgian dollarisation; Santos vs Costanza; and a belated RIP for Jack ReVelle

Financial services

Jo Johnson, the investment bank and the Adani allegations

Peer quits Elara Capital role following FTAV questions

European equities

European stock markets have further to rally, argues GS

High yield bonds

Amazing grace (periods)

On the sacred and the mundane

Blackstone Real Estate Income Trust

BREIT only met a quarter of January’s redemption requests

Withdrawals have almost trebled since October

Promoted Content

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Thursday, 2 February, 2023

Further reading
Solvency theatre; lying ChatGPT; the mirage of active success; and the “inane, moronic, irrational, exploding human appendix ****show that is the debt ceiling”
Wednesday, 1 February, 2023

EU economy
Eurostat: Das Numberwang!
Your guess is as good as theirs
Wednesday, 1 February, 2023

Bill Gates loves trash
A big $28bn bet on a dirty future
Wednesday, 1 February, 2023

Investments
This is a really trashy rally
The flight to shite
Wednesday, 1 February, 2023

UK equities
The interminable wait for the FTSE 100’s entirely redundant record-high
Benchmarking time
Wednesday, 1 February, 2023

Global Economy
Does it matter that central banks are losing squillions?
The QE flipside — red ink everywhere
Wednesday, 1 February, 2023

Further Reading
Patti Smith on Tom Verlaine; horny rhinos; the end of M&A stars; and Diana, Princess of Wales’s Eagles jacket.
Tuesday, 31 January, 2023

Electric vehicles
Time for “the great EV deflation”
Price war time!
Tuesday, 31 January, 2023

Celsius Network Ltd
Scenes from a Celsius bankruptcy report
It looked like a duck. It quacked like a duck . . .
Tuesday, 31 January, 2023

US politics & policy
Three questions for Fed Chair Jay Powell
About the platinum coin and the US Constitution
Tuesday, 31 January, 2023

Share buybacks
European de-equitisation comes of age
Well done everyone, trebles all round
Tuesday, 31 January, 2023

Further reading
Billy McFarland, management consultant; Citadel’s powerlifting risk chief; the last mustard maker of Dijon
Tuesday, 31 January, 2023

Financial services
Too late to pull out now
Why Adani’s underwriters can’t heed Ackman’s call to withdraw
Monday, 30 January, 2023

Markets volatility
The “broken” Vix
What’s up with the down volatility index?
Monday, 30 January, 2023

UK quantitative easing
How quantitative tightening *really* works
The world according to BEAPFF
Monday, 30 January, 2023

Asset allocation
Passive owners, active lobbyists?
It’s not what you pay, it’s what you own
Monday, 30 January, 2023

Global Economy
Industrial policy is so hot right now
Lord make me a free-marketer, but not yet
Monday, 30 January, 2023

Further reading
Adani’s full response; Marie Kondo gives up; lycanthronomics‚ wealth taxes and an exhaustive taxonomy of the font of Dune
Friday, 27 January, 2023

Artificial intelligence
Thirty AI-generated imaginings of what banks might look like
¯\_(ツ)_/¯
Friday, 27 January, 2023

“Myths of Short Seller”
Adani vs Hindenburg
Friday, 27 January, 2023

Cryptocurrencies
Apparently, crypto vending machines are a priority
Ted Cruz is the worst
Friday, 27 January, 2023

Capital markets
In the world of sovereign debt, bad ideas can never die
Once, twice, three times a Brady
Friday, 27 January, 2023

Media
Further reading
BuzzFeed; Gorkamorka; Yellen; housing; convexity; Adani; etc
Thursday, 26 January, 2023

Currencies
Smile, you’re on USD
StanChart gets cheeky
Thursday, 26 January, 2023

Investing in funds
In times of crisis, quant analyst recommends quant
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