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Smol bean bag
To her record label, not that much. For our SEO, quite a lot
Ten Years to Save the Bank’s Forecasts?
Little Britain
Rollins in the deep
Lord, make me solvent, but not yet
Book publishing; whisky blues; It’s Mostly Fiscal; the macro of mental health
🥁
Legislate in haste; repent at leisure
Not as bad as it looks — better for the Fed to keep calm, and carry on?
Chart in a cage
Tortured streaming department
Garden gnomes; big pharma; intelligent insects; four-day work week
Passive; prisons; porn; post-SEO and Elon (sigh)
All borrowers are equal, but some . . .
Vorsprung durch TechNeil
Wrist rollers and Rolex flippers, your time is up
Everybody say, when you hear the [sellside] call / You got to get it [investment] underway
Would an official sector creditor by any other name be treated as sweetly?
Amazon; homes vs golf; lots of AI; screen as escape; Britain’s richest man; ‘The Magician’; etc
Tron (crypto, not movies) gives itself a soundtrack
Does size matter any more? FT Alphaville examines the ‘death of small-caps’ narrative
Pedal to the metal, balls to the wall, margins to the floor
Even the IMF underestimates the industry’s heft, according to JPMorgan
Undersea cables; Dubai; lawyers; Bluey; manufacturing; Hollywood; mouse bridges; etc
Altice brings debt-contract gamesmanship to Europe
The PM who knew too much goes a bridge too far
As mining rewards fall, transaction fees must rise
Knock on Wood
Notes on performative default and Chekhov’s water pistol
Banks; Argentina; more banks; brainwashing; viruses; Space Ghost; etc
An ‘inflection point’ approaches, says Barclays, and not the good kind
We’re Miffed Too
🤖🔊🙁
Zero-problem options?
Private debt; Iran; IMF meetings; ‘Amicus Thief’; Hudson Yards; ‘woke’ Scrabble; etc
Once upon a time, I was falling in love. But now I’m only falling apart. There’s nothing I can do. A total eclipse of the chart
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