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Thursday, 15 February, 2024

Equities
Move over Tesla, there’s a new options monster in town
Hail Nvidia, the king of the new ‘AI-financial complex’
Thursday, 15 February, 2024

Fashion accessories
Gilet prices: far from armless
The vest a man can get (for a large amount of money)
Thursday, 15 February, 2024

US Treasury bonds
Who’ll buy the Treasuries? (Goldman’s version)
Viva Las Basis
Thursday, 15 February, 2024

FTAV’s further reading
‘Your AI girlfriend’; structural alpha; Boeing; job interviews; Depp/MBS; dating apps; and Showmax
Wednesday, 14 February, 2024

Caution: Lyft out of order
Pointless back-engineering of a costly fat finger
Wednesday, 14 February, 2024

Clearing & Settlement
Lessons from last autumn’s CCP ‘fire drill’
Standarise this!
Wednesday, 14 February, 2024

FTAV’s further reading
Shipyards; air quality; enshittification; private credit; artificial super intelligence; Hong Kong; Red Dead Redemption; and drunk driving
Wednesday, 14 February, 2024

US & Canadian companies
Why Jane Street wins and keeps winning over and over again
The new trading royalty
Tuesday, 13 February, 2024

Insurance
Auto-insurance costs rear their ugly head yet again
Rates are still going up
Tuesday, 13 February, 2024

Industrials
Trevor Milton’s merry boardmen
Please, lord, make this happen
Tuesday, 13 February, 2024

Arm Ltd
Arm’s an AI stock now. When’s the crash?
Yesterday / Here Comes The Son / Help!
Tuesday, 13 February, 2024

Global Economy
What we do in the (debt) shadows
The ongoing transparency project
Tuesday, 13 February, 2024

FTAV’s further reading
Old men; the BoJ; Jon Ronson; the BoE; artists; spam; the internet; and more Bill Ackman
Monday, 12 February, 2024

Leveraged loans
Lenders can still get J Screwed
The “J Crew blocker” has some problems
Monday, 12 February, 2024

US economy
Goldman: The US GDP–GDI gap won’t hurt you
FRED Spread Redemption
Monday, 12 February, 2024

Fintech
‘Hedge fund nirvana’
Shorts stink a bit less at least
Monday, 12 February, 2024

And the winner is . . .
🥁
Monday, 12 February, 2024

FTAV’s further reading
Warthogs; cycles; scams; mans; lambs; scholars; Bill Ackman; The Messenger; and Martin Bell
Monday, 12 February, 2024

IPOs
Do independent advisers help or hinder IPOs?
Placebo Advisers
Friday, 9 February, 2024

Corporate bonds
Could change of control covenants put a drag on M&A?
We don’t know — and we have the charts to prove it
Friday, 9 February, 2024

Data visualisation
FTAV’s Friday chart quiz
What becomes of the broken-charted?
Friday, 9 February, 2024

FTAV’s further reading
Record highs; intergenerational income; productivity growth; Ethiopian crypto mining; luddites; and anchovy breeding
Friday, 9 February, 2024

The Norwegian sovereign wealth fund’s $92mn Excel error
#VALUE!
Thursday, 8 February, 2024

Yield curve
The *real* yield curve has just inverted
“Real” meaning inflation-adjusted, or the one that actually matters? Both.
Thursday, 8 February, 2024

Mergers & Acquisitions
What would a Mondi takeover of DS Smith mean? Let’s check the archives
Recycled cardboard analysis

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