Katie Martin
@katie0martin.ft.com
FT, E17, Unhedged podcast, gardening, making bread, plazzy Scouser, crap at charts, 6 Music Mum. I don't deserve my bad Uber rating and I never give investment advice - if it looks like I am, it's a scam.
starting to think AI is quite shit at reading people
November 6, 2025 at 9:33 AM
starting to think AI is quite shit at reading people
i mean, gilt yields are pretty well behaved for a situation where apparently everyone in the City thinks we're gonna default
on.ft.com/43eNFhX
on.ft.com/43eNFhX
November 6, 2025 at 9:25 AM
i mean, gilt yields are pretty well behaved for a situation where apparently everyone in the City thinks we're gonna default
on.ft.com/43eNFhX
on.ft.com/43eNFhX
UBS: "we now forecast global AI capex to reach USD 423bn this year (from our previous estimate of USD 375bn) and USD 571bn in 2026 (from USD 500bn). By 2030, we expect overall spending to hit USD 1.3tr"
November 5, 2025 at 12:52 PM
UBS: "we now forecast global AI capex to reach USD 423bn this year (from our previous estimate of USD 375bn) and USD 571bn in 2026 (from USD 500bn). By 2030, we expect overall spending to hit USD 1.3tr"
'...The seven-year deal, which takes OpenAI’s total recent commitments to close to $1.5tn...'
I mean...
on.ft.com/4oJxbXk
I mean...
on.ft.com/4oJxbXk
November 3, 2025 at 2:29 PM
'...The seven-year deal, which takes OpenAI’s total recent commitments to close to $1.5tn...'
I mean...
on.ft.com/4oJxbXk
I mean...
on.ft.com/4oJxbXk
October 30, 2025 at 3:18 PM
proper correction now in gold.
it'll be interesting now to see whether the dip buyers emerge or whether gold is a big yellow canary in the 'meme assets' (?)
it'll be interesting now to see whether the dip buyers emerge or whether gold is a big yellow canary in the 'meme assets' (?)
October 28, 2025 at 10:13 AM
proper correction now in gold.
it'll be interesting now to see whether the dip buyers emerge or whether gold is a big yellow canary in the 'meme assets' (?)
it'll be interesting now to see whether the dip buyers emerge or whether gold is a big yellow canary in the 'meme assets' (?)
Soz but I'm feeling extra smug
October 26, 2025 at 12:45 PM
Soz but I'm feeling extra smug
It's beginning to look a lot like Christmas....
October 26, 2025 at 12:09 PM
It's beginning to look a lot like Christmas....
I went to observe the beautiful vistas of Mauritius in the summer
October 25, 2025 at 12:11 PM
I went to observe the beautiful vistas of Mauritius in the summer
Who clicks on this stuff tho
October 25, 2025 at 12:07 PM
Who clicks on this stuff tho
for those keeping score, another bad start to the day for gold, although it has put its big-girl pants on a bit now
October 22, 2025 at 8:45 AM
for those keeping score, another bad start to the day for gold, although it has put its big-girl pants on a bit now
look it's been fun but:
October 21, 2025 at 5:04 PM
look it's been fun but:
Antichrist formation, gold. Maybe Peter Thiel is right?
Bearish.
Bearish.
October 21, 2025 at 1:19 PM
Antichrist formation, gold. Maybe Peter Thiel is right?
Bearish.
Bearish.
gold just ain't happy above $4,300
October 21, 2025 at 1:10 PM
gold just ain't happy above $4,300
gold finally running out of road
October 17, 2025 at 2:20 PM
gold finally running out of road
Ate these cola bottles on Sunday...
October 11, 2025 at 2:22 PM
Ate these cola bottles on Sunday...
very reassuring to see frequent reminders that this is definitely not a bubble and everything is absolutely fine
(2nd image here is GS)
(2nd image here is GS)
October 10, 2025 at 3:47 PM
very reassuring to see frequent reminders that this is definitely not a bubble and everything is absolutely fine
(2nd image here is GS)
(2nd image here is GS)
Lolled at Reform's vision of the future, as rendered by the peerless Viz
October 10, 2025 at 12:21 PM
Lolled at Reform's vision of the future, as rendered by the peerless Viz
'Hargreaves Lansdown has warned UK investors over exposure to cryptocurrencies, saying bitcoin “has no intrinsic value”...'
Wow what a refreshingly principled stance on consumer protection and oh wait nvm www.ft.com/content/f342...
Wow what a refreshingly principled stance on consumer protection and oh wait nvm www.ft.com/content/f342...
October 9, 2025 at 8:54 AM
'Hargreaves Lansdown has warned UK investors over exposure to cryptocurrencies, saying bitcoin “has no intrinsic value”...'
Wow what a refreshingly principled stance on consumer protection and oh wait nvm www.ft.com/content/f342...
Wow what a refreshingly principled stance on consumer protection and oh wait nvm www.ft.com/content/f342...