Alphaville
Alphaville
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Latest posts
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‘The new frontier of finance is built in the United States of America’
Perp talk
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How common are national exit taxes?
Exit, pursued by a taxman
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FTAV’s further reading
Bloomberg vs Letitia James; fake Yelp reviews; smart parliaments; Anthropic’s risk factors
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AI is making CDS great again
Basis instincts
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AI build-out forecasts are increasingly reliant on Elon Musk telling the truth
Everything you always wanted to know about SpaceX (but were afraid to ask)
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And the FTAV chart quiz winner is . . .
Hat tip
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FTAV’s further reading
RIP Nordhaus; ‘influencer’ harassment; Stephen Miller; Colossus; GenAi consumer demand
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What the increasingly awkward data centre construction delays mean for investors
Boom?
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*SOLD OUT* The FT Alphaville Pub Quiz returns to New York City on 17 November
Fun times this way ↓↓↓
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Did Anthropic value itself at $1.2tn in August?
Not quite Navier-Stokes
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FTAV’s Friday charts quiz
Drawing a line
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If you think Triple-C bonds are having a rough time . . .
Is someone going to need a bigger boat?
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Never tweet — Zervos edition
Zerves us right
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FTAV’s further reading
Hacks; agents; sunshades; aid; NASA; tools; Studio Ghibli; toilets
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A half-dozen Halloween charts to haunt and horrify investors
Warning: may contain graph(ic) content
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Palantir shareholders want to know when they’ll get their money back
Vibesourcing the Pili
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Polymarket’s Swiss Tony returns
The top-rated trader is back
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FTAV’s further reading
Judgment; credit; bonds; crisis; Lula; China; swaps; valuation; surveillance; touchscreens
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What has caused the bad economic vibes, and does it actually matter?
Level-headed consumers
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We read Liz Truss’s book so you don’t have to
Alternative histories aren’t always written by the victors