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Thoughts for the weekend

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He’ll never lose a single AirPod again. He might lose them both, though.

By: FT Alphaville

Tesla is worth <checks notes> $10, $250 or $500

  1. A fall in house prices would not devastate Germany’s economy
  2. When technical analysis goes rogue
  3. How not to understand money 
  4. 359% pie = 100% trigger
  5. Bitcoin: beyond da moon
  6. High treason against pie charts
  7. The bitcoin price can finally be understood
  8. Et tu, Lib Dems? [Update]
  9. Deutsche Bank derivative dumbness
  10. Presented without comment
  11. The quality of chart needed to raise $2m in an ICO
  12. The fall and rise of nations
  13. Why chartcrime has destroyed the blockchain
  14. Happy birthday bitcoin. Your gift: a log chart in The Times
  15. Chart crime as a measure of crypto-desperation
  16. Creative destruction concerns
  17. Wage brain
  18. Et tu, Beto?
  19. Charts and misdemeanours
  20. Deutsche Bank and the thin blue line

¯\_(ツ)_/¯

By: Jamie Powell

A history lesson on why we need central banks

  1. Stablecoins as a euphemism for full-reserve banking
  2. BIS: Moving fast and stablising things
  3. Is Libra really the world’s most ambitious international settlement system? 
  4. Zuckerbuck vs PayPal vs China
  5. A G7 stablecoin report that tells it how it is
  6. Suddenly Facebook’s Libra is all about defending “the Free World” from China
  7. Libra is imperialism by stealth
  8. France says it won’t allow Libra in Europe
  9. ECB board member slams “cartel-like” Libra
  10. Facebook fights back against Libra criticism
  11. Libra myth-busting (video)
  12. Nick Clegg: “I'm not just providing a PR gloss”
  13. A pound of flesh for your Libra inclusion
  14. Why closed-loop systems like Libra won't change the world
  15. Facebook's Libra will not help the unbanked
  16. Facebook’s Libra: blockchain, but without the blocks or chain
  17. What exactly is Facebook's Libra Reserve?
  18. Alphaville's Libra cheat sheet
  19. Zuckerberg: The man who would be monetary king

The financing of two East India Companies highlights the state’s role as monetary backstop. 

By: Claire Jones

Eton discovers blockchain

Attention future PMs and kings: the Blockingdon Club awaits you.

By: Jemima Kelly

Further reading

Dalio; election memes; England seen; VR; Airbnb; EV; and more. 

By: Claire Jones

By Jove! Crypto has discovered netting

Why Bitcoin’s Lightning Network is just another pathway back to version 1.0 of the financial system.

By: Izabella Kaminska

Nio is nuts, where’s the cash?

  1. When coins outperform Verbier
  2. Wayfair: mo growth mo problems
  3. Cloud software is nuts, and it’s crashing
  4. Gilets are nuts, when’s the crash?
  5. Negative yields are nuts, when’s the crash?
  6. Zoom is nuts, when’s the crash?
  7. This is nuts, when's the maturity?
  8. Beyond Meat is beyond reason, when's the crash?
  9. Salesforce/Tableau: cloud cuckoo consolidation
  10. Extel shocker: here comes the crash?
  11. This is Musk. This is the crash.
  12. This is nut loaf, will Beyond Meat crash?
  13. Lyft is nuts, and it's crashing.
  14. The cloud software kings are nuts, when's the crash?
  15. Wayfair is nuts, when’s the crash?
  16. Wayfair is nuts, when's the crash?
  17. Someone tell Ghana that it isn’t 2017 anymore
  18. Tilray is nuts. When's the crash?
  19. This is Musk, when's the crash?
  20. This is nuts, when's the crash?

China’s Tesla killer is in a seemingly precarious position.

By: Jamie Powell

Further reading

The Fidouchies; Fox News vs Paul Singer; music streaming; nation states and much more...

By: Jamie Powell

Was Ronaldo worth more than €100m? 

Juve’s latest annual report is mixed on the striker’s financial impact.

By: Claire Jones

‘thank u, next’: how dating apps are transforming relationships

The cultural ramifications of dating in the digital age.

By: Guest writers

Is Germany blocking nuclear because of gas? 

Germany’s infrastructure is geared for natural gas, but the fuel is no longer considered climate compatible. That creates an interest to bash nuclear, says Rauli Partanen.

By: Guest writer

Further reading 

Special EY clients; scaredy-cat Boris; lonely Macron; undiplomatic Trump; and more. 

By: Jemima Kelly

Snap AV: the spooz reigns supreme

This guy is long cheap EM energy stonks.

Soc Gen is depressed.

By: Jamie Powell

Elon versus the evil shorties

  1. Mad Man breaks window
  2. Tesla’s mysterious income
  3. Tesla/ Germany: 'glorious success' or Schnapsidee?
  4. Tesla: Rorschach test
  5. Tesla’s Q3: what really matters
  6. Tesla, meet wall
  7. The great Tesla solar roof distraction
  8. Volkswagen/Tesla: errr
  9. Walmart sues Tesla over dodgy solar service
  10. Tesla’s fake buyout, one year on
  11. Tesla’s second quarter, charted
  12. Tesla’s latest security offering: cars
  13. FT Alphaville ordered a Tesla Model 3
  14. Tesla executives aren't sticking around for a record quarter
  15. Tesla: significant other
  16. Tesla strikes out on its own
  17. The curious blocking of elonmusk.today
  18. ARK Invest's effective Tesla model
  19. Finally, a Tesla Model 3 for $39,900
  20. Tesla's shifting capital raise narrative

And a tale of a Japanese pension fund.

By: Jamie Powell

Is the fintech bubble bursting?

One chart suggests it might be. 

By: Jemima Kelly

Further reading

Yo La Tengo; bank regulation; an alleged $2bn fraud; neoliberal kitsch and much more...

By: Jamie Powell

The myth of crowding out

A new working paper explores the effects of government spending, via defence R&D, on the private sector.

By: Jamie Powell

What level of reserves is truly “excessive”?

For the Fed, banks’ reserves are “required” or “excess”. For participants in the repo market, it’s more nuanced.

By: Claire Jones

Further reading 

Disappearing apostrophe’s; professional Santas; desperate Lib Dems; Corbynite economics; and more.

By: Jemima Kelly

Last month

Thought for the weekend

Gove the Grime star.

By: FT Alphaville

Ecommerce makes the world go round

Black Friday visualised via Shopify.

By: Jamie Powell

If a monopoly gives away free services is it a problem?

Why the normal rules of competition might not apply at the zero price point.

By: Izabella Kaminska

Further reading

Defecting tech giants; Cœuré’s career tips; more Tory racism; weird hipster trends; and more. 

By: Claire Jones

Rejoice! Venture capital wants to pay for your holiday

  1. Are electric vehicles more damaging than diesel? 
  2. The £3bn hole in the Tory manifesto
  3. ArtGo loses its marbles
  4. Are banks really magic money trees?
  5. Will Lagarde’s sneaky tweet change much? 
  6. Can we all calm down about Apple Card’s “gender bias”
  7. UBS’ billionaire boondoggle 
  8. When fast fashion jumps on the eco-wagon
  9. GenX will set central banks’ climate response
  10. The stablecoin anathema 
  11. Masters of the universe, don’t be scared of Elizabeth Warren
  12. Missing: the GE short report
  13. The average lifespan of a fiat currency isn’t 27 years
  14. Lord King: Brexit is no big deal
  15. No inflation? Tell that to my landlord  
  16. Today, in fintech marketing
  17. YouGov’s “blockchain-based” sell-your-own data platform makes no sense (*update) 
  18. Presented without comment
  19. Block.one headed
  20. Ride-sharing apps can’t save the planet (obv)

Just when you thought real-estate couldn’t get anymore financialised. 

By: Jamie Powell

Further reading 

Adam Sandler; narrative violation; LEGO; chimneys; and more.

By: Jemima Kelly

Spotify and the limits of the infinite

Digital freedom often comes with real constraints.

By: Jamie Powell

Further reading

GE 2019; the missing blockchain millions; lopsided UK; Weiner; Mayor Pete and more...

By: Claire Jones and Jamie Powell

A not so freely-floated market

“Oh my god: the central banks will corner the entire equity market! Unless something (like actual growth) stops them.” 

By: Izabella Kaminska

Broken: monetary policy

Today in the ‘we knew this half a decade ago’ files.

By: Jamie Powell

Are electric vehicles more damaging than diesel? 

  1. Rejoice! Venture capital wants to pay for your holiday
  2. The £3bn hole in the Tory manifesto
  3. ArtGo loses its marbles
  4. Are banks really magic money trees?
  5. Will Lagarde’s sneaky tweet change much? 
  6. Can we all calm down about Apple Card’s “gender bias”
  7. UBS’ billionaire boondoggle 
  8. When fast fashion jumps on the eco-wagon
  9. GenX will set central banks’ climate response
  10. The stablecoin anathema 
  11. Masters of the universe, don’t be scared of Elizabeth Warren
  12. Missing: the GE short report
  13. The average lifespan of a fiat currency isn’t 27 years
  14. Lord King: Brexit is no big deal
  15. No inflation? Tell that to my landlord  
  16. Today, in fintech marketing
  17. YouGov’s “blockchain-based” sell-your-own data platform makes no sense (*update) 
  18. Presented without comment
  19. Block.one headed
  20. Ride-sharing apps can’t save the planet (obv)

Switching to EVs is no cure all, but it’s better than standing still. 

By: Claire Jones and Jamie Powell

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