A long time ago in a galaxy far, far away, insurance brokers could have a pint with lunch.Continue reading: Thought for the weekend
The VIX is low... too low.Continue reading: This is nuts, when’s the tantrum?
The former Autonomy chief executive claims to have a billion dollars at his disposal, but he's hardly put any of it to work.Continue reading: Why isn’t Mike Lynch spending more of his “$1bn” technology fund?
A direct hit for Mr Bryce Elder.Continue reading: Reasons to read Alphaville, Unilever edition
Alphachat’s guest this week was Martin Sandbu, economics writer at the FT and author of the daily Free Lunch newsletter, which we highly recommend.Continue reading: Podcast: Newly conceivable ideas in economics
Live markets commentary from FT.comContinue reading: Markets Live: Friday, 17th February, 2017
The net effect of immigration on the employment and wages of US-born workers is often the source of contentious debates.
Less in dispute, which is unsurprising given that it’s a matter of simple arithmetic, is the effect of immigration on the growth of the US population and prime-age labour force. From a recent note by Goldman Sachs economists, emphasis ours:Continue reading: Snap AV: immigration and the US labour force
For reference, red is bad.Continue reading: Snap AV: European stress, mapped
Low real interest rates and depression economics, not secular trends; what lettuces tell us about deregulating Britain; the chicken industry might be rigged; NY Fed on the changing US debt picture; when the IMF evaluates the IMF; Italy’s struggle with the euro straitjacket; acting SEC chair is using his temporary powers; central bank goldbug du jour; Carl Icahn vs satire; life in a digital utopia; if you want to be more productive, just sit next to someone who already is; sui generis; other stuff.Continue reading: Further reading
"Are they friends of yours?"Continue reading: President gives press conference
This chart lacks colour, but the author has clout.Continue reading: Introducing the MAGA tracker
A few thoughts on financial stability and climate change, plus a 1997 sci-fi film.Continue reading: Climate change, Keynesian stimulus and supervillainy
An analyst is recommending warrants on Venezuelan Brady bonds. Make of that what you will.Continue reading: Snap AV: Fancy a potential three-bagger? (Unfortunately it’s Venezuelan)
Live markets commentary from FT.comContinue reading: Markets Live: Thursday, 16th February, 2017
Join us at 11am on ThursdayContinue reading: Markets Live is back at 11am today
Yeah... "in the US, there was no growth left at all for the bottom 50%"Continue reading: Snap AV: One of these is not like the other, global inequality edition
"The Indian IT industry will be fine. The Indian IT industry will be fine. The Indian IT industry will be fine. The Indian IT industry will be fine," - anon quote, February 2017Continue reading: It’s the ‘Indian IT will be fine’ hope that kills you
Chinese hedge funds have their own private village; Bernanke on the Fed and fiscal policy; Kashkari on making big banks put 20 per cent down; houses as ATMs no longer; Greenwald on the Flynn leakers; Under Armour downgraded after its CEO praises Trump ; why data nerds struggle to gain power at hedge funds; Lloyds of London launch 'Orwellian' booze ban; Queens of the stoned age; 'Cards Against Silicon Valley'; why India obsesses about crimes committed by Bangalore's techies; why America's airports suck; where you live & the 50/30/20 Rule; CNN’s Tapper on emerging the journalistic hero of the Trump era; writing, just add coffee; other stuff.Continue reading: Further reading
It's open to new applicants again.Continue reading: Come and have a click around the Long Room