Tony Tassell
@tonytassell.bsky.social
Financial Opinion Editor at the FT. I have views. A spotter of things in markets, companies, world affairs. Also interested in food and climbing.
What an innings - one to remember.
November 22, 2025 at 9:52 AM
What an innings - one to remember.
Oracle’s astonishing $300bn OpenAI deal is now valued at minus $74bn - such a great @alphaville.ft.com post from @bryce.lol. Oracle has, in effect, become OpenAI’s US public market proxy. www.ft.com/content/064b...
November 18, 2025 at 9:33 AM
Oracle’s astonishing $300bn OpenAI deal is now valued at minus $74bn - such a great @alphaville.ft.com post from @bryce.lol. Oracle has, in effect, become OpenAI’s US public market proxy. www.ft.com/content/064b...
Why Ireland is giving its artists money with no strings attached to create - column by @judewebber.bsky.social www.ft.com/content/15a6...
November 17, 2025 at 3:31 PM
Why Ireland is giving its artists money with no strings attached to create - column by @judewebber.bsky.social www.ft.com/content/15a6...
"Trying to raise a lot of revenue through small tweaks and novel taxes is a risky endeavour at any point, but it surely compounds the potential adverse consequences if so much is happening at the eleventh hour." @stephenkb.bsky.social here www.ft.com/content/1cea...
November 14, 2025 at 9:52 AM
"Trying to raise a lot of revenue through small tweaks and novel taxes is a risky endeavour at any point, but it surely compounds the potential adverse consequences if so much is happening at the eleventh hour." @stephenkb.bsky.social here www.ft.com/content/1cea...
FT Editorial on the BBC - The broadcaster has made errors, but its board has failed to defend it www.ft.com/content/406e...
November 11, 2025 at 7:46 AM
FT Editorial on the BBC - The broadcaster has made errors, but its board has failed to defend it www.ft.com/content/406e...
Important column here from Gita Gopinath - former chief economist at the IMF - questioning the frequency of the OBR assessments and the volatility that induces www.ft.com/content/a2ef...
November 11, 2025 at 7:41 AM
Important column here from Gita Gopinath - former chief economist at the IMF - questioning the frequency of the OBR assessments and the volatility that induces www.ft.com/content/a2ef...
There is a lot of concern about an AI bubble in markets - Mark McDonald of HSBC argues against that here citing some academic research on gains to companies from using the technology and this striking chart www.ft.com/content/0439...
November 10, 2025 at 7:11 AM
There is a lot of concern about an AI bubble in markets - Mark McDonald of HSBC argues against that here citing some academic research on gains to companies from using the technology and this striking chart www.ft.com/content/0439...
Martin Wolf argues there is a connection here between these two charts on UK employment/minimum wages www.ft.com/content/b88e...
November 10, 2025 at 7:06 AM
Martin Wolf argues there is a connection here between these two charts on UK employment/minimum wages www.ft.com/content/b88e...
quite a chart from WashPost www.washingtonpost.com/politics/202...
November 5, 2025 at 5:23 PM
quite a chart from WashPost www.washingtonpost.com/politics/202...
you can argue which is the best metric for bank profits but feel free to read to this www.scoperatings.com/ScopeRatings...
November 3, 2025 at 10:43 AM
you can argue which is the best metric for bank profits but feel free to read to this www.scoperatings.com/ScopeRatings...
Is it really a bubble? very interesting @tobyn.bsky.social blog for @alphaville.ft.com on some research by Goldman on valuation comparisons including this chart on individual stocks. Hard to believe a bank - Ind Bank of Japan - reached a 24mth forward pe of 154 times www.ft.com/content/e655...
October 29, 2025 at 10:44 AM
Is it really a bubble? very interesting @tobyn.bsky.social blog for @alphaville.ft.com on some research by Goldman on valuation comparisons including this chart on individual stocks. Hard to believe a bank - Ind Bank of Japan - reached a 24mth forward pe of 154 times www.ft.com/content/e655...
from that story: www.ft.com/content/ad10...
October 28, 2025 at 5:18 PM
from that story: www.ft.com/content/ad10...
out of the kiln this weekend
October 27, 2025 at 7:08 AM
out of the kiln this weekend
Chart of the day - from this story on how ten AI start-ups have gained close to $1tn in valuation over the past 12 months from @georgehammond.bsky.social. “Of course there’s a bubble,” said Hemant Taneja of General Catalyst. www.ft.com/content/59ba...
October 16, 2025 at 10:20 AM
Chart of the day - from this story on how ten AI start-ups have gained close to $1tn in valuation over the past 12 months from @georgehammond.bsky.social. “Of course there’s a bubble,” said Hemant Taneja of General Catalyst. www.ft.com/content/59ba...
Tolkein continues to resonate. The new bank being set up by Palmer Luckey and backed by Peter Thiel is named Erebor after the “lonely mountain” in The Hobbit. This was also an interesting line in this rpt on the new bank by @tabbykinder.bsky.social www.ft.com/content/202d...
October 15, 2025 at 3:56 PM
Tolkein continues to resonate. The new bank being set up by Palmer Luckey and backed by Peter Thiel is named Erebor after the “lonely mountain” in The Hobbit. This was also an interesting line in this rpt on the new bank by @tabbykinder.bsky.social www.ft.com/content/202d...
Remarkable words here from David Webb, who has done so much for corporate governance in HK and Asia. Due to serious illness, he is shutting down his website and transferring to a substack. Have huge respect for what he has done over the years webb-site.com/articles/shu...
October 13, 2025 at 12:54 PM
Remarkable words here from David Webb, who has done so much for corporate governance in HK and Asia. Due to serious illness, he is shutting down his website and transferring to a substack. Have huge respect for what he has done over the years webb-site.com/articles/shu...
This must be one of the great gigs for a journalist interested in markets, data and economics. There can't be many better colleagues to work alongside than Katie and Rob
October 11, 2025 at 10:58 AM
This must be one of the great gigs for a journalist interested in markets, data and economics. There can't be many better colleagues to work alongside than Katie and Rob
as Willem points out: www.ft.com/content/589d...
October 10, 2025 at 6:14 AM
as Willem points out: www.ft.com/content/589d...
Japan has an ‘enshortification’ problem - @urbandirt.bsky.social here on the country's shortages of practitioners with some examples here www.ft.com/content/de6a...
October 9, 2025 at 7:02 AM
Japan has an ‘enshortification’ problem - @urbandirt.bsky.social here on the country's shortages of practitioners with some examples here www.ft.com/content/de6a...
One of the more striking lines in that column www.ft.com/content/3474...
October 8, 2025 at 4:53 PM
One of the more striking lines in that column www.ft.com/content/3474...
@jemima.bsky.social on crypto dealings by politicians such as the Trumps and the move by Nigel Farage's Reform party to accept political donations in crypto www.ft.com/content/dbd0...
October 6, 2025 at 6:41 AM
@jemima.bsky.social on crypto dealings by politicians such as the Trumps and the move by Nigel Farage's Reform party to accept political donations in crypto www.ft.com/content/dbd0...
From that profile of Sanae Takaichi www.ft.com/content/18d7...
October 4, 2025 at 6:10 AM
From that profile of Sanae Takaichi www.ft.com/content/18d7...
Have we passed peak social media? @jburnmurdoch.ft.com here www.ft.com/content/a072...
October 3, 2025 at 6:22 AM
Have we passed peak social media? @jburnmurdoch.ft.com here www.ft.com/content/a072...
The AI capex endgame is approaching - the always excellent @ianrharnett.bsky.social here on the AI bubble and how it is likely to burst. This chart from @raydouglas.bsky.social in the column underlines the risks www.ft.com/content/c7b9...
October 3, 2025 at 6:17 AM
The AI capex endgame is approaching - the always excellent @ianrharnett.bsky.social here on the AI bubble and how it is likely to burst. This chart from @raydouglas.bsky.social in the column underlines the risks www.ft.com/content/c7b9...
Not sure many people would have expected this amid trade wars etc - emerging markets are having one of their strongest years since 2010. Column here from Oliver Harvey of Deutsche Bank. Graph by @raydouglas.bsky.social www.ft.com/content/359c...
September 30, 2025 at 6:01 AM
Not sure many people would have expected this amid trade wars etc - emerging markets are having one of their strongest years since 2010. Column here from Oliver Harvey of Deutsche Bank. Graph by @raydouglas.bsky.social www.ft.com/content/359c...