We love financial plumbing, debt crises, balance sheets, margin calls, economic puns and snark.
Meet the team here and follow us on X @FTAlphaville
Dark night of D-Sol
Checking in on the latest quant hype
A kabuki IPO is nothing to celebrate
Getting shirty
Careful with that chainsaw
Sound of da pro lease
Chatbot brain rot; prediction markets; Polymarket’s CEO; debt perceptions; Miran; nukes; OpenAI revenue
Saylor trumpets validation from a system he claims to disrupt
This is nuts. When’s the crash?
👻
Buckle up, fixed income nerds
Don’t ask a bond trader
Are you having a graph?
WhatsApp witches; BreJoin; RIP MTV; footballing families; break-up albums; dumb money triumphant
Centre-right twilight; US surveys; Grokipedia; central bank independence
You got Fiserv’d
Mug passion
How about bank ‘bail-unders’ instead?
QT content; ChatGPT and suicide; the PL’s chaos era; Graham Platner; extremely niche insurance content
We’ll probably know in five years’ time
Surprisingly, something
Car key man risk
‘The attorneys and advisers always win’
Chip wars; economists-in-charge; Atlas; Anglofascism
Abundant reserves —> ample reserves —> adequate reserves —> 💥
No shirt, Sherlock
From Kelly’s eye to Duck and Dive
Monstrification; Treasury basis trade; far side of the moon; weird shapes; Dragonlance
Adventures in forum shopping, loophole hunting and stock preservation
Sir Mix-a-Plot
You want to get quizzical, quizzical?
Passives and proxy voting; ETF leverage; data centres; jobs growth; solar power; globalisation; gaming; and gooning
Could this be a film we’ve seen before?
Once more until the proxy advice trenches
USA; China: Indian ecommerce: OpenAI Atlas; pod shops; NDFI credit lines; cinge job ads; and annoying cookies
(In case useful)
yikes