Hyperscalers and the equity tap: more to come
www.ft.com/content/c9d562d6-1448-4a40-8198-0cb1f0dc2032?syn-25a6b1a6=1
Jun 3, 2026
1
it is a real honour to love someone through several seasons of their life
substack.com/home/post/p-198106817
Jun 3, 2026
1
IPO boom, market doom?
www.ft.com/content/ec8324c1-f55b-4ea0-8372-e32c6fca0386?syn-25a6b1a6=1
Jun 2, 2026
1
This will be an absolutely mammoth year for IPOs. Probably
www.ft.com/content/6173ce09-32bb-404c-98f2-c8ad6f6f0e69?segmentId=dddf6252-6e37-bb4b-bda7-2193a3453893
Jun 2, 2026
1
Gold replaces US Treasuries as world’s top reserve asset, ECB says
www.ft.com/content/87ef8f25-eb81-4eed-919c-fe5b49a1ac2c?segmentId=dddf6252-6e37-bb4b-bda7-2193a3453893&syn-25a6b1a6=1
Jun 2, 2026
1
The truth about the American profit machine
www.ft.com/content/362ccc0a-d6e5-40df-817f-64aea4717cc8?syn-25a6b1a6=1
Jun 1, 2026
1
Five emerging themes for US stock investors
www.ft.com/content/042e6cc2-c680-479d-803b-e3a47db69929?syn-25a6b1a6=1
May 31, 2026
8
Going with the deal flow
www.carlyle.com/carlyle-compass/going-with-the-deal-flow
May 31, 2026
1
Chip stocks race towards biggest gains since dotcom era on AI demand
www.ft.com/content/48cdf575-5509-4b50-a54d-1b767e41be47?syn-25a6b1a6=1
May 29, 2026
1
Optimization Culture is Making Us Fragile
www.bradstulberg.org/p/optimization-culture-is-making-us-d9a?hide_intro_popup=true
May 29, 2026
1
How UK political uncertainty is affecting financial markets
am.jpmorgan.com/gb/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/uk-political-uncertainty-financial-markets/?_gl=1*6uq8s9*_up*MQ..*_ga*MTE2NTAwOTA0My4xNzc5OTYwNTky*_ga_SLLWW8GS4N*czE3Nzk5NjA1OTIkbzEkZzAkdDE3Nzk5NjA1OTIkajYwJGwwJGgw
May 29, 2026
4
Stocks’ unshakeable optimism
www.ft.com/content/4e18ba04-b4f5-4bdb-a953-a22a266e9909?syn-25a6b1a6=1
May 27, 2026
1
Why IPO mania could signal top of the market
www.ft.com/content/7e153dc1-7e13-44d0-9c49-8071a4c29261?syn-25a6b1a6=1
May 24, 2026
2
Fear over fundamentals | The Green Line | Ruffer
www.ruffer.co.uk/en/thinking/articles/the-green-line/2026-05-the-green-line
May 22, 2026
1
Vibe shift, continued
www.ft.com/content/84e8676a-9efb-4804-b3a6-1e88da14acc4?segmentId=dddf6252-6e37-bb4b-bda7-2193a3453893&syn-25a6b1a6=1
May 19, 2026
1
BoE should not be ‘trigger happy’ on rates, says top official
www.ft.com/content/95a51a35-950f-4143-a20b-088f7c42b4ff?syn-25a6b1a6=1
May 18, 2026
1
Why birth rates are falling everywhere all at once
www.ft.com/content/fba35eca-df3a-4ad6-b42d-eb08eb7c9ad3?syn-25a6b1a6=1
May 18, 2026
1
AI boom could end the de-equitisation ‘put’
www.ft.com/content/e2a9af42-27be-4c51-bd56-3f51500fb1e7
May 18, 2026
3
Bonds bad
www.ft.com/content/73039afd-a0b4-4ce7-9875-40b1fb312073?syn-25a6b1a6=1
May 18, 2026
1
Global bonds tumble on fears of inflation shock from Iran war
www.ft.com/content/02015e49-fe11-488f-9e45-9fe70943d155?syn-25a6b1a6=1
May 15, 2026
2
Gilts fall as traders brace for Andy Burnham to challenge Keir Starmer
www.ft.com/content/d9a66be6-fa98-43d0-badc-b23a13cc7525?syn-25a6b1a6=1
May 15, 2026
3
Britain’s padel boom attracts novice investors
www.ft.com/content/26b507ee-e5db-4101-a13b-dd8447bbf302?syn-25a6b1a6=1
May 15, 2026
1
how to stop your fear of being seen from holding you back
substack.com/home/post/p-189921519?selection=80ffb6b4-04df-4344-a096-601858df548c
May 15, 2026
7
Belief is a biological input
substack.com/inbox/post/195398290
May 14, 2026
5
Shares surge in debut of power producer favoured by Trump energy agenda
www.ft.com/content/fd5ca76d-23b7-42b5-a09d-0a1fd7d1de01?syn-25a6b1a6=1
May 13, 2026
1
Private credit isn’t the problem — concentration is
www.ft.com/content/a3409d5d-4e75-4a3b-9f4d-6791c0118c2b?syn-25a6b1a6=1
May 13, 2026
2
They're just not that into you
substack.com/home/post/p-188691742
May 13, 2026
2
Labour’s turmoil is now uncontrollable
www.ft.com/content/5018d3d4-5f0e-4533-95f8-b7f59cf70c94
May 12, 2026
1
HSBC convenes meeting of UK banks over climate risk
www.ft.com/content/1719802c-4d7e-41d8-8d9a-64e9dcbacdc8?syn-25a6b1a6=1
May 12, 2026
1