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Corona Tools 4 

  1. Corona Tools 3
  2. Corona Tools 2
  3. Corona Tools 

“$1,000/hour for a phone consultation is actually very good value b/c I can bring you up to speed on how to prepare you & your family for the rough times ahead”.

By: FT Alphaville

Markets Now - Friday 3rd April 2020

Last updated 2:30pm. Featuring insurers’ dividends, online education and offline real estate. 

By: Bryce Elder

Further reading

The toilet paper shortage; Arron Banks; Hungary; Andrew Cuomo’s nipples; and more.

By: Jemima Kelly

Markets Now - Thursday 2nd April 2020

Last updated 4:00pm BST. Featuring British Gas, Dutch oil, and waffle.

By: Bryce Elder

Coronavirus as the ESG acid test

  1. What if solar has a utility-scale demand problem?
  2. Climate activists would be better off buying BP
  3. The electric vehicle carbon emissions debate
  4. Germany’s spending finally. But how green is it? 
  5. Why Extinction Rebellion is wrong about BlackRock
  6. Splits over Green QE are a sign of the times
  7. Silicon Valley reinvents Victorianism
  8. Holier than DOW

We have some questions.

By: Jamie Powell

Elon Musk promised ventilators. These are BPAP machines.

  1. Elon doesn’t get it 
  2. Tesla’s quarter-end push has a pandemic problem
  3. Elon Musk’s SolarCity suit deposition: the highlights
  4. Tesla’s sufficient management
  5. Tesla and the question of change
  6. Tesla and the number 500,000, again
  7. Mamma Mia...
  8. The question of Tesla’s cash to be collected
  9. Elon versus the evil shorties
  10. Mad Man breaks window
  11. Tesla’s mysterious income
  12. Tesla/ Germany: 'glorious success' or Schnapsidee?
  13. Tesla: Rorschach test
  14. Tesla’s Q3: what really matters
  15. Tesla, meet wall
  16. The great Tesla solar roof distraction
  17. Volkswagen/Tesla: errr
  18. Walmart sues Tesla over dodgy solar service
  19. Tesla’s fake buyout, one year on
  20. Tesla’s second quarter, charted

Which cost, oh, just about one-sixtieth of the price. 

By: Jemima Kelly

Why the real economy needs a prudential authority too

From bail-inable private sector capital to mandated reserves of essential goods, there’s a lot regulators can do to ensure economies can better cope with Covid-19 style shocks in the future.

By: Izabella Kaminska

Further reading 

China’s concealment; organised crime; Fox’s fake-news contagion; ratings agencies; and much more. 

By: Jemima Kelly

Will big tobacco save us from the coronavirus? 

No, probably not. 

By: Bryce Elder

Why an Anfield bakery thinks they can emerge stronger

Homebaked believes the pandemic has shown why independent businesses like theirs are so vital 

By: Claire Jones

Markets Now - Wednesday 1st April 2020

Last updated 3:00pm BST. Featuring bank dividends, ships and bricks. 

By: Bryce Elder

Coronavirus and historical contractions

Compared to the Bubonic Plague, it’s not so bad.

By: Jamie Powell

Further reading 

Testing; Zoom; the apocalypse you weren’t waiting for; originalism; and more.

By: Jemima Kelly

China’s PMI print doesn’t mean much

  1. Let’s flatten the coronavirus confusion curve
  2. NMC Health: presented without comment
  3. When “commission-free trading” isn’t (really) free
  4. Michael Milken: financial innovator
  5. Oh no, the death-techers are coming
  6. Bitcoin’s “halvening” won’t boost its price 
  7. CEO of JPM, recipient of $bns in state aid, bashes socialism
  8. Trump just made a joke about negative rates
  9. The Witcher is not a freelancer
  10. The ITV M&A fantasy
  11. Blockchain, all over your face
  12. Baillie Gifford: pot kettle black
  13. Is Facebook’s status as the bête noire of political advertising justified?
  14. The Eurosystem might have a fatal flaw. But it’s not this
  15. Venture capital for the ‘forgotten’
  16. The troublesome Trump inside trading claim
  17. The US economy is not recession-proof
  18. Hedge fund bro gonna hedge fund bro
  19. What do women want? Some crypto flavoured mansplaining, apparently.
  20. The Fed’s wishful thinking on inflation

Let’s not get too excited.

By: Jamie Powell and Claire Jones

Markets Now - Tuesday 31st March 2020

Last updated 3:00pm. Featuring WPP, Melrose, Meggitt, Aston Martin, Campari, Imperial Brands, Airbus, housebuilders, Diageo, Tate & Lyle, Aveva and goats.

By: Bryce Elder

The costs of government-guaranteed wages

UBS runs the numbers.

By: Jamie Powell

Coronabonds are no easy fix

A European Coronabond is being widely touted. But issuing it entails some massive political choices, argues Lorenzo Bini Smaghi. 

By: Guest writer

Further reading

Surveillance capitalism; ghost towns; cocoa and much more...

By: Jamie Powell

Keep calm and lack of carry on

EU investment grade does a honey badger impression.

By: Jamie Powell

Markets Now - Monday 30th March 2020

Last updated 3:00pm BST. Featuring Hammerson, Natixis, Dixons, easyJet, Melrose and remaining in the dark.

By: Bryce Elder

Snap AV: grounds for optimism

Perhaps, perhaps, perhaps.

By: Jamie Powell

Further reading

Lease debt; watch the Chinese; a national scandal and much more...

By: Jamie Powell

Last week

Corona Tools 3

  1. Corona Tools 4 
  2. Corona Tools 2
  3. Corona Tools 

Shilling never sleeps.

By: FT Alphaville

Let’s flatten the coronavirus confusion curve

  1. China’s PMI print doesn’t mean much
  2. NMC Health: presented without comment
  3. When “commission-free trading” isn’t (really) free
  4. Michael Milken: financial innovator
  5. Oh no, the death-techers are coming
  6. Bitcoin’s “halvening” won’t boost its price 
  7. CEO of JPM, recipient of $bns in state aid, bashes socialism
  8. Trump just made a joke about negative rates
  9. The Witcher is not a freelancer
  10. The ITV M&A fantasy
  11. Blockchain, all over your face
  12. Baillie Gifford: pot kettle black
  13. Is Facebook’s status as the bête noire of political advertising justified?
  14. The Eurosystem might have a fatal flaw. But it’s not this
  15. Venture capital for the ‘forgotten’
  16. The troublesome Trump inside trading claim
  17. The US economy is not recession-proof
  18. Hedge fund bro gonna hedge fund bro
  19. What do women want? Some crypto flavoured mansplaining, apparently.
  20. The Fed’s wishful thinking on inflation

Chloroquine might not be very effective, but FT Alphaville is.

By: Jemima Kelly

Markets Now - Friday 27th March 2020

Featuring Cineworld, Restaurant Group, ITV, AB Foods, Kier, Balfour Beatty, ITV, CRH and several other things.

By: Bryce Elder

How bad could the US jobs market become? 

It’s going to get worse before it gets better. Beyond that, we’re dealing with a lot of unknowns. 

By: Claire Jones

Further reading

Derivatives and Covid-19; Marshall Plans; policy trackers; and more. 

By: Claire Jones

The coming video game renaissance

It will be glorious.

By: Jamie Powell

What central banks giveth they taketh away with margin calls

Central banks are supposed to offer counter-cyclical support in times of crisis. Macrofinance expert Daniela Gabor argues that when it comes to dollar swap facilities, central banks’ obsession with market discipline undermines that support.

By: Guest writer

More on that oil storage problem

Prepare for negative prices in some markets in the near term, but an inflationary oil shock in the aftermath.

By: Izabella Kaminska

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