FT Alphaville
@alphaville.ft.com
A markets and finance blog that's outside the FT paywall. All we ask is that you register to read: https://on.ft.com/3tDRiiu
Reposted by FT Alphaville
In case you were feeling smug about Japan's debt to GDP, you might want to reconsider. Superb work again by @alphaville.ft.com:
www.ft.com/content/f7d3...
www.ft.com/content/f7d3...
Japan LLC has been trading its way out of a fiscal hole
Long stocks, short yen, chillax
www.ft.com
February 9, 2026 at 3:47 PM
In case you were feeling smug about Japan's debt to GDP, you might want to reconsider. Superb work again by @alphaville.ft.com:
www.ft.com/content/f7d3...
www.ft.com/content/f7d3...
Here comes the great American bitcoin-mining-to-AI pivot
[FREE TO READ] New kids off the blockchain
as.ft.com
February 9, 2026 at 2:31 PM
‘Exactly what Africa needs’
[FREE TO READ] Presented without comment
as.ft.com
February 9, 2026 at 9:28 AM
'"cheap domestic funding to take highly-levered long positions in risky assets” has earned the Japanese government “an additional 6 percent of GDP per annum above its funding costs" over the past decade.'
www.ft.com/content/f7d3...
www.ft.com/content/f7d3...
Japan LLC has been trading its way out of a fiscal hole
Long stocks, short yen, chillax
www.ft.com
February 9, 2026 at 9:00 AM
'"cheap domestic funding to take highly-levered long positions in risky assets” has earned the Japanese government “an additional 6 percent of GDP per annum above its funding costs" over the past decade.'
www.ft.com/content/f7d3...
www.ft.com/content/f7d3...
February 6, 2026 at 2:47 PM
FTAV's weekly round-up should be arriving in inboxes now. Subscribe, if you haven't yet, here:
ftav.substack.com/p/agentic-ai...
ftav.substack.com/p/agentic-ai...
Agentic AI is everyone's problem
Plus: art lending, sanctions evasion, US inbound tourism, Covid, online dating, blue-collar work, and Gesamtkunstwerk
ftav.substack.com
February 6, 2026 at 1:23 PM
FTAV's weekly round-up should be arriving in inboxes now. Subscribe, if you haven't yet, here:
ftav.substack.com/p/agentic-ai...
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So what does Bill Gurley make of Figma’s IPO now?
[FREE TO READ] We love relitigating the past
as.ft.com
February 6, 2026 at 7:16 AM
Hodlers: an apology for the apology
[FREE TO READ] Number go upside-down
as.ft.com
February 5, 2026 at 5:40 PM
Reposted by FT Alphaville
in which ... I summarise me and @himself.bsky.social 's paper for the @britishacademy.bsky.social on the global dollar system, suggesting that it explains the fascination with the digital Euro (a set of EU payment rails that's independent of the US and can't be acquired). www.ft.com/content/5b9a...
The juice, the squeeze and the digital euro
Finally, a question for the answer to a question nobody asked
www.ft.com
February 4, 2026 at 1:43 PM
in which ... I summarise me and @himself.bsky.social 's paper for the @britishacademy.bsky.social on the global dollar system, suggesting that it explains the fascination with the digital Euro (a set of EU payment rails that's independent of the US and can't be acquired). www.ft.com/content/5b9a...
Extreme views on the next US jobs report
[FREE TO READ] A tale of two tails
as.ft.com
February 4, 2026 at 5:31 PM
There's a Cézanne in the Epstein files. @joshspero.ft.com explains why it's there.
as.ft.com/r/01fe04cd-e...
as.ft.com/r/01fe04cd-e...
Epstein files show art market financialisation in full flow
[FREE TO READ] A Black mark on ‘Château Noir’
as.ft.com
February 4, 2026 at 7:19 AM
There's a Cézanne in the Epstein files. @joshspero.ft.com explains why it's there.
as.ft.com/r/01fe04cd-e...
as.ft.com/r/01fe04cd-e...
Taking a trip down memory lane
[FREE TO READ] Charting SanDisk’s spectacular consensus smash
as.ft.com
February 3, 2026 at 3:33 PM
Why, for the past 50 years, have US labourers been getting worse at building stuff?
www.ft.com/content/2ae2...
www.ft.com/content/2ae2...
You can see the computer age everywhere but in the construction industry
Making less with more
www.ft.com
February 3, 2026 at 12:55 PM
Why, for the past 50 years, have US labourers been getting worse at building stuff?
www.ft.com/content/2ae2...
www.ft.com/content/2ae2...
ICYMI: a newsletter on orbital data centres from December. open.substack.com/pub/ftav/p/s...
And, from last week, on SpaceXAIsla.
open.substack.com/pub/ftav/p/w...
Like and subscribe y'all.
And, from last week, on SpaceXAIsla.
open.substack.com/pub/ftav/p/w...
Like and subscribe y'all.
February 2, 2026 at 10:10 PM
ICYMI: a newsletter on orbital data centres from December. open.substack.com/pub/ftav/p/s...
And, from last week, on SpaceXAIsla.
open.substack.com/pub/ftav/p/w...
Like and subscribe y'all.
And, from last week, on SpaceXAIsla.
open.substack.com/pub/ftav/p/w...
Like and subscribe y'all.
Wall Street analysts weigh Warsh
[FREE TO READ] High stakes; hot takes; no breaks
as.ft.com
January 30, 2026 at 3:26 PM
Arise, shadow Fed chair Stan Druckenmiller
The ascent of Druckonomics
www.ft.com
January 30, 2026 at 1:49 PM
