FT Alphaville

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FT Alphaville - Market Commentary - FT.com

Thought for the weekend

Fri, 02/17/2017 - 5:00pm

A long time ago in a galaxy far, far away, insurance brokers could have a pint with lunch.

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Why isn’t Mike Lynch spending more of his “$1bn” technology fund?

Fri, 02/17/2017 - 8:01am

The former Autonomy chief executive claims to have a billion dollars at his disposal, but he's hardly put any of it to work.

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Podcast: Newly conceivable ideas in economics

Fri, 02/17/2017 - 7:05am

Alphachat is available on Acast, iTunes and Stitcher.

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.

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Snap AV: immigration and the US labour force

Fri, 02/17/2017 - 4:00am

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:

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Snap AV: European stress, mapped

Fri, 02/17/2017 - 2:00am

Further reading

Thu, 02/16/2017 - 11:00pm

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.

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President gives press conference

Thu, 02/16/2017 - 2:38pm

Introducing the MAGA tracker

Thu, 02/16/2017 - 11:43am

This chart lacks colour, but the author has clout.

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Climate change, Keynesian stimulus and supervillainy

Thu, 02/16/2017 - 10:24am

A few thoughts on financial stability and climate change, plus a 1997 sci-fi film.

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Snap AV: Fancy a potential three-bagger? (Unfortunately it’s Venezuelan)

Thu, 02/16/2017 - 8:39am

An analyst is recommending warrants on Venezuelan Brady bonds. Make of that what you will.

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It’s the ‘Indian IT will be fine’ hope that kills you

Thu, 02/16/2017 - 4:56am

"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 2017

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Further reading

Thu, 02/16/2017 - 12:30am

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.

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