Jamie Powell | Financial Times

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Tuesday, 23 February, 2021

Market bubbles
This is nuts, this is the electric vehicle crash
Electric vehicle stocks are getting crushed. Colour us surprised.
Tuesday, 23 February, 2021

Markets
Further reading
Private equity’s nursing home record; endowments; Gupta and much more . . .
Thursday, 18 February, 2021

Facebook Inc
Facebook: presented without comment
Disclosures that make you go hmmm.
Thursday, 18 February, 2021

LombardUK companies
Lure of US premium valuations proves too strong
UK hopefuls cross the pond, while lockdown leaves Smith & Nephew bruised
Wednesday, 17 February, 2021

LombardLondon fights for its future
City of London should turn to night-time economy for its revival
Clubs and culture can fill empty office space; Plus500 loses out to its punters
Tuesday, 16 February, 2021

Commodities
Overheard in the Long Room: the new commodity supercycles
JPMorgan is buying the decade-long dip.
Tuesday, 16 February, 2021

FT AlphavilleWayfair Inc
Wayfair: what we got wrong
This was nuts, but our take was rash.
Tuesday, 16 February, 2021

Markets
Further reading
BYD makes mask; WFH; the Steve Jobs of audio . . .
Monday, 15 February, 2021

IPOs
Snap AV: IPOs -- initially profitless opportunities
A Monday morning chart to tide you over.
Promoted Content
Thursday, 11 February, 2021

Mergers & Acquisitions
Caption competition: the billionaire brothers Asda debt deal
Layer cake.
Wednesday, 10 February, 2021

LombardProperty sector
Housebuilders won’t be fazed by the cladding outcry
Reparations for high-rise flats are reputation management; silence is golden for buyout fund target Equiniti
Wednesday, 10 February, 2021

FT AlphavilleUS & Canadian companies
Tesla and bitcoin: the accounting
Reality just became even more distorted at Elon Musk’s company.
Tuesday, 9 February, 2021

Markets
Further reading
Stimmys; short sellers; spacs and much more . . .
Monday, 8 February, 2021

FT AlphavilleEuropean companies
Dialog/Renesas: just give me a call (update)
Option activity that makes you go hmmm.
Monday, 8 February, 2021

SoftBank Group Corp
SoftBank’s eggcellent quarterly results
Don’t crack up too much.
Thursday, 4 February, 2021

Special purpose acquisition companies
Hindenburg takes aim at Chamath’s Clover Health
Ding ding ding.
Wednesday, 3 February, 2021

LombardEuropean companies
Board reinforcement helps Glencore prepare for life after Ivan
Cynthia Carroll’s appointment is about more than just gender quotas; Schroders seeks to jettison Neil Woodford’s legacy
Tuesday, 2 February, 2021

GameStop Corp
The music stops at GameStop
Musical chairs has never felt so expensive.
Tuesday, 2 February, 2021

Market bubbles
Snap AV: US valuations eclipse dotcom madness
Sometimes, it’s worth listening to a bear.
Tuesday, 2 February, 2021

Markets
Further reading
Parabolas; synths; common sense and much more . . .
Monday, 1 February, 2021

Market bubbles
The EV bubble spreadsheet: update dos
A bear market beckons.
Thursday, 28 January, 2021

FT AlphavilleHedge funds
No, Wall Street Bets is not a revolution
But it does make for a good narrative, granted.
Wednesday, 27 January, 2021

Electric vehicles
The European electric vehicle landscape
A quick look at a new report on the hottest EV market in the world.
Tuesday, 26 January, 2021

Markets
Further reading
Dominion sues; Louis Theroux; Stimmys and much more . . .
Monday, 25 January, 2021

Markets
Slot machine markets pay out in full
But not everyone is happy.