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Monday, 20 November, 2023

FTAV’s further reading
Aliens; CTE; sovereign debt; Cajun turtles; money; Sephora; neoliberalism; vocal fry; and Chile
Monday, 20 November, 2023

US equities
Goldman’s US equity forecast for 2024
Look What You Made Me Do, Kostin.
Friday, 17 November, 2023

FTAV’s Friday chart quiz
Label these lines to win a drip tee
Friday, 17 November, 2023

FTAV gift guide: C-suite edit
This season of goodwill impairment, give them something to value
Friday, 17 November, 2023

UK companies
The FCA draws a wholly ceremonial line under NMC Health
Some bad things happened and they’re not going to happen again, maybe, hopefully
Friday, 17 November, 2023

US Treasury bonds
Leave Treasury basis trade hedge funds alone!
The Managed Fund Association bravely stands up for its members
Friday, 17 November, 2023

FTAV’s further reading
DJ Ponzi; UK courts; George Santos; hot rocks; Eric Adams; FDIC fallout; André 3000; etc
Thursday, 16 November, 2023

Capital markets
Companies’ confusing cash hoards
Why aren’t they getting spent?
Thursday, 16 November, 2023

UK companies
Amigo gets friendzoned
The Crogh flies (away)
Thursday, 16 November, 2023

Greedflation
‘Greedflation’ revisited
Did price-gouging really contribute meaningfully to inflation?
Thursday, 16 November, 2023

Hotel Chocolat
Mars pays silly money for Hotel Chocolat and a PR bugs out
Bees! BEES!
Thursday, 16 November, 2023

Trevor Milton
Trevor Milton’s smol bean legal defence
Your Honour . . .
Thursday, 16 November, 2023

FTAV’s further reading
The Sphere; insurance; Gwyneth Paltrow; wage theft; Winston Churchill’s mum; “squirle”; etc
Wednesday, 15 November, 2023

US economy
When presidents lean on Fed chairs, everybody loses
Nixon: bad, actually
Wednesday, 15 November, 2023

Capital markets
Reforming America’s lenders of second-to-last resort
Hello unintended consequences!
Wednesday, 15 November, 2023

FTAV’s further reading
Colombian hippos; Zambia; SBF; unmanned aerial flamethrowers; AI; Senate fistfight; etc
Tuesday, 14 November, 2023

Cryptocurrencies
An almost convincing Delaware-crypto-filing scam
No, BlackRock is not creating a iShares XRP fund
Tuesday, 14 November, 2023

Industrials
Some mildly interesting information about Wizz Air’s grounded planes
Not an understatement
Tuesday, 14 November, 2023

Global Economy
Sahm ado about nothing?
Or too little ado about Sahmthing?
Tuesday, 14 November, 2023

Fund management
‘Super’ multi-manager hedge funds are losing some of their superness
Did Kenny G call the top?
Tuesday, 14 November, 2023

Tesla Inc
Tesla solar panels were going to change the world. What happened?
The father, the sun, and the holey business plan
Tuesday, 14 November, 2023

FTAV’s further reading
It’s getting weird out there
Monday, 13 November, 2023

UK companies
Peel Hunt’s cunning plan
An immodest proposal
Monday, 13 November, 2023

World
And the winner is . . .
🥁
Monday, 13 November, 2023

Global Economy
Goldman Sachs: Everything Is Awesome
The anti-Albert Edwards

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