FT Alphaville
@alphaville.ft.com
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Reposted by FT Alphaville
🚨 How good are rating agency ratings at predicting defaults? And are some agencies' ratings 'easier' than others?
Here are all the charts.
on.ft.com/47wneH4
Here are all the charts.
on.ft.com/47wneH4
Rating the rating data of credit raters
Deep-diving into Form NRSRO Exhibit 1 filings
on.ft.com
November 10, 2025 at 10:23 AM
🚨 How good are rating agency ratings at predicting defaults? And are some agencies' ratings 'easier' than others?
Here are all the charts.
on.ft.com/47wneH4
Here are all the charts.
on.ft.com/47wneH4
Rating the rating data of credit raters
Deep-diving into Form NRSRO Exhibit 1 filings
on.ft.com
November 10, 2025 at 10:01 AM
Reposted by FT Alphaville
2,506 takeover candidates: ranked!
[FREE TO READ] Sort of, but not really
on.ft.com
November 5, 2025 at 4:10 PM
The private credit equivalent of autopilot disengaging one second before the crash.
on.ft.com/4ohUaZM
on.ft.com/4ohUaZM
Blackstone’s alternative narratives
[FREE TO READ] Three private credit bosses walk into a committee room…
on.ft.com
November 5, 2025 at 9:07 AM
The private credit equivalent of autopilot disengaging one second before the crash.
on.ft.com/4ohUaZM
on.ft.com/4ohUaZM
We’re doing a pub quiz, in New York City, on 11 November. Get your tickets NOW!
Back in quizness
on.ft.com
November 5, 2025 at 7:25 AM
Reposted by FT Alphaville
From this summer, apropos of nothing. on.ft.com/3ZPr6P3
Palantir is nuts. When’s the crash?
An AI darling faces its dusky interregnum
on.ft.com
November 4, 2025 at 8:43 PM
From this summer, apropos of nothing. on.ft.com/3ZPr6P3
Reposted by FT Alphaville
We made @dsquareddigest.bsky.social read all the “living wills” of US banks so you don’t have to. on.ft.com/47Mi48W
Living wills and the ‘Continuum of Crisis’
How willing are big banks to look into the abyss?
on.ft.com
November 4, 2025 at 12:01 PM
We made @dsquareddigest.bsky.social read all the “living wills” of US banks so you don’t have to. on.ft.com/47Mi48W
How many ‘bragawatts’ have the hyperscalers announced so far?
A: Forty-six DeLorean time jumps
on.ft.com
November 4, 2025 at 9:17 AM
Reposted by FT Alphaville
Reposted by FT Alphaville
My take on the largest London IPO since 2021 — the flotation of Princes Group. Free to read at @alphaville.ft.com : www.ft.com/content/4141...
November 3, 2025 at 4:03 PM
My take on the largest London IPO since 2021 — the flotation of Princes Group. Free to read at @alphaville.ft.com : www.ft.com/content/4141...
Is David Solomon’s DJ-ing career getting scratched out?
[FREE TO READ] Dark night of D-Sol
on.ft.com
November 3, 2025 at 3:13 PM
Systematic credit is still small, but hot
Checking in on the latest quant hype
on.ft.com
November 3, 2025 at 1:22 PM
And the FTAV chart quiz winner is . . .
[FREE TO READ] Getting shirty
on.ft.com
November 3, 2025 at 12:22 PM
Reposted by FT Alphaville
Parsing the underlying meaning of Onset Finl's viral rap.
This is @alphaville.ft.com at its best.
www.ft.com/content/ff7e...
This is @alphaville.ft.com at its best.
www.ft.com/content/ff7e...
Onset Financial: the rap sheet
Sound of da pro lease
www.ft.com
October 31, 2025 at 4:45 PM
Parsing the underlying meaning of Onset Finl's viral rap.
This is @alphaville.ft.com at its best.
www.ft.com/content/ff7e...
This is @alphaville.ft.com at its best.
www.ft.com/content/ff7e...
Shares in chicken-frying robot maker rise after three men were seen eating chicken. This is what markets news is now.
www.ft.com/content/b003...
www.ft.com/content/b003...
The AI bubble has reached its ‘fried chicken’ phase
This is fine
www.ft.com
October 31, 2025 at 9:56 AM
Shares in chicken-frying robot maker rise after three men were seen eating chicken. This is what markets news is now.
www.ft.com/content/b003...
www.ft.com/content/b003...
