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The total addressable market craze is detached from reality

Shifting definitions speak to wider issues in the equity market at the moment.

By: Jamie Powell

‘Commerzbank has confirmed its top position in German equity research, sales and corporate access’

  1. PayPal is shilling crypto on the internet
  2. How reliable is a millennium of macroeconomic data?
  3. Nigel Farage is shilling gold and silver on the internet
  4. We don’t want to call the top but . . .  (Vision Fund edition)
  5. Nikola/Hindenburg: gravitational spin
  6. Is GMO’s Montier right on ‘absurd’ US stocks?
  7. Once again Kodak pivots, and the share price explodes
  8. Blockchain: it really is a tough sell
  9. Sterling has not become an emerging market currency
  10. Jeff Ubben/ESG: flip flop
  11. Is this the nuttiest risk factor of all time?
  12. The tech start-up that wants to “validate” the female orgasm
  13. It’s a great time for conspiracy theories to thrive
  14. Let’s call Trump out, but let’s get our facts straight too
  15. Today, in efficient markets
  16. We can’t blame all the indirect health damage on the lockdown
  17. Weirdly, blockchain can’t help combat coronavirus 
  18. Leading ‘UK’ start-ups want a handout too
  19. China’s PMI print doesn’t mean much
  20. Let’s flatten the coronavirus confusion curve

Presented without comment.

By: Jamie Powell

Mifid II: research, reductions and revolution

The unintended consequences are often what you least expect.

By: Guest writer

How accurate are sell-side analysts?

How accurate are sell-side analysts?

By: Colby Smith

Meet Morgan Stanley's chief cartoonist

Meet Morgan Stanley's chief cartoonist

By: Robin Wigglesworth

Wot is colour

  1. PwC: blockchain potentially has LOADS of potential
  2. When the SPAC met the blockchain
  3. Getting to grips with 2020, one chart crime at a time
  4. The trinity of financial innovation: debt, equity and ICOs
  5. CNBC’s ‘v-shaped’ recovery
  6. When axes get truly evil
  7. When data viz goes psychotic
  8. Ain’t no virus gonna stop the crypto graph-ters
  9.  We need to figure out how we will reopen the economy. But not like this.
  10. A diseased pie disaster
  11. Future’s flubbed pie chart
  12. Goldman’s missing Y axis
  13. Technical analysis, blockchain litigation edition
  14. Unpicking the UBS lock
  15. ARK Invest’s enthusiastic EV predictions don’t add up
  16. This “Event Risk Radar” is a bad idea
  17. Political commentators and market wizards
  18. Tesla is worth <checks notes> $10, $250 or $500
  19. A fall in house prices would not devastate Germany’s economy
  20. When technical analysis goes rogue
Wot is colour

By: Jamie Powell

IQE: lumpy 'Apple' sauce at the pricey Cardiff chip shop

  1. PayPal is shilling crypto on the internet
  2. How reliable is a millennium of macroeconomic data?
  3. Nigel Farage is shilling gold and silver on the internet
  4. We don’t want to call the top but . . .  (Vision Fund edition)
  5. Nikola/Hindenburg: gravitational spin
  6. Is GMO’s Montier right on ‘absurd’ US stocks?
  7. ‘Commerzbank has confirmed its top position in German equity research, sales and corporate access’
  8. Once again Kodak pivots, and the share price explodes
  9. Blockchain: it really is a tough sell
  10. Sterling has not become an emerging market currency
  11. Jeff Ubben/ESG: flip flop
  12. Is this the nuttiest risk factor of all time?
  13. The tech start-up that wants to “validate” the female orgasm
  14. It’s a great time for conspiracy theories to thrive
  15. Let’s call Trump out, but let’s get our facts straight too
  16. Today, in efficient markets
  17. We can’t blame all the indirect health damage on the lockdown
  18. Weirdly, blockchain can’t help combat coronavirus 
  19. Leading ‘UK’ start-ups want a handout too
  20. China’s PMI print doesn’t mean much
IQE: lumpy 'Apple' sauce at the pricey Cardiff chip shop

By: Dan McCrum

Equities forever, says Elm Partners

Equities forever, says Elm Partners

By: Dan McCrum

MiFID II: not all doom and gloom

  1. PayPal is shilling crypto on the internet
  2. How reliable is a millennium of macroeconomic data?
  3. Nigel Farage is shilling gold and silver on the internet
  4. We don’t want to call the top but . . .  (Vision Fund edition)
  5. Nikola/Hindenburg: gravitational spin
  6. Is GMO’s Montier right on ‘absurd’ US stocks?
  7. ‘Commerzbank has confirmed its top position in German equity research, sales and corporate access’
  8. Once again Kodak pivots, and the share price explodes
  9. Blockchain: it really is a tough sell
  10. Sterling has not become an emerging market currency
  11. Jeff Ubben/ESG: flip flop
  12. Is this the nuttiest risk factor of all time?
  13. The tech start-up that wants to “validate” the female orgasm
  14. It’s a great time for conspiracy theories to thrive
  15. Let’s call Trump out, but let’s get our facts straight too
  16. Today, in efficient markets
  17. We can’t blame all the indirect health damage on the lockdown
  18. Weirdly, blockchain can’t help combat coronavirus 
  19. Leading ‘UK’ start-ups want a handout too
  20. China’s PMI print doesn’t mean much
MiFID II: not all doom and gloom

By: Jamie Powell

“Great quarter guys!”

  1. Tesla aims to produce 500,000 cars, or 72 per cent of stated capacity
  2. Tesla: no comment
  3. FT Alphaville takes a Tesla out for a spin
  4. Tesla’s cash to be collected: redux
  5. Congratulations Elon, you’ve earned it
  6. Elon, u ok hun?
  7. Tesla: taking a step back
  8. Elon Musk the insurer
  9. Tesla’s coronavirus ‘competitive advantage’
  10. Elon Musk promised ventilators. These are BPAP machines.
  11. Elon doesn’t get it 
  12. Tesla’s quarter-end push has a pandemic problem
  13. Elon Musk’s SolarCity suit deposition: the highlights
  14. Tesla’s sufficient management
  15. Tesla and the question of change
  16. Tesla and the number 500,000, again
  17. Mamma Mia...
  18. The question of Tesla’s cash to be collected
  19. Elon versus the evil shorties
  20. Mad Man breaks window
"Great quarter guys!"

By: Jamie Powell

Someone is wrong on the internet, a KPMG excuse debunked

Someone is wrong on the internet, a KPMG excuse debunked

By: Dan McCrum

Bank analyst very proud of his cryptocurrency mining rig

  1. CryptoMom wants to give the crypto kids a break
  2. Blockchain goes extra-terrestrial 
  3. The Woz and the crypto wonga
  4. The crypto Buffett lunch has been postponed. Lucky Warren Buffett.
  5. A $100m ICO being sued by the SEC wants more of your money
  6. A crypto Buffett lunch is on the cards. Poor Warren Buffett.
  7. LGC-Coin fights back against the Financial Times
  8. Introducing the “exit coin” for the luxury sector
  9. A failed ICO is trying to flog itself on eBay
  10. Crypto-shills
  11. Parliament gets it, crypto-currency bunkum edition
  12. The ICO whose team members are literally cartoon characters
  13. The London School of Cryptonomics
  14. Intel's disruption, and the problem with every token pitch
  15. Buy SEC tokens! Now!
  16. Crypto “hedge fund” update
  17. The CryptoMillionsLotto
  18. We ran away with your bitcoins!! LOL, JK
  19. About that Petro
  20. Michelle Mone brings a touch of the avant-garde to finance
Screen-Shot-2018-01-04-at-1.13.07-AM_2048x1152

Laughing in the face of Mifid II.

By: Alexandra Scaggs

Monday, 18th September, 2017

By: Paul Murphy

Surprise! People weren’t analysing biotech penny stocks just for kicks — updated

Seeking-alpha_2048x1152

Say it with me: People. Aren’t. Going. To. Produce. Good. Content. For. Free.

By: Alexandra Scaggs

How sell-side helps “early informed investors profitably exploit information acquisition efforts” [UPDATED]

Screen-Shot-2017-03-30-at-15.34.44_2048x1152

Answering a simple question: who gets information first, sell-side or buy-side?

By: David Keohane

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