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Reiding the market tea leaves
Industrial policy; tax avoidance; recession doomers; bungalow billionaire; tactical cones; forklift theft; etc
Car insurance still isn’t looking good, and then there’s the weather . . .
Among the UHNW, big-boat buying has been on the slide
*if you ignore the UK
Enter the dragon
2Big2Fail
“Terms of the deal were not disclosed”
Nothingburger, or not to be ignored?
Nearly 40% of UK-listed investment trusts are under water
The Credit Suisse AT1 lawsuit might actually have a good chance of succeeding?
Fair enough!
Dr Dollar General; Dalio; Doomberg; demographics; the Appalachian Trail; etc
Farage vs Coutts; vindictiveness; golden retrievers; Norwegian reindeer
The least-loved slice of the financial information business
Ya got trouble (big trouble!) right here in Elkhart Kansas
Barclays thinks so
ER collapse; taco advertising; rogue businessman; Hell Apes; $63mn missing; cardboard sea; Taylor Swift; etc
Complacency or imperiousness about the dollar’s role would be seriously misguided
The most ambitious regulatory crossover event in banking history
Private equity’s unhealthy relationship with care
Don’t look down
It’s not about the cash, it’s about sending a location
Baghdad; Montana; Stanford; “social Europe”; Italians; J&J; etc
Too fast too usurious
Financial crises; Parisian rats; SBF; wellness; creativity; energy drinks; LCH; and professional children
Oil refiners’ work is never over
A very stable quarter (if you simply ignore the huge screw-up)
Transmission impossible?
Search engines; Alex Spiro; BoE QE; nature; City A.M.; semiconductors; Mayans; and a staircase
Syndication confrontation
🍺
Chinese scientists; ‘lazy girls’; literary fiction; psychedelics; fixer-uppers; psychological disorders; LLMs; green aviation; and Leonardo DiCaprio
But they aren’t great for borrowers
Bankers and lawyers told to tone down language on China risk
Weight; autodidacticism; polyepidemics; cash; college admissions; X; Sam Altman; empire; and Barbenheimer
You Wouldn’t Download A Font
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