Jamie Powell | Financial Times

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Saturday, 24 October, 2020

Inside LondonRetail sector
Boohoo becomes a battleground for investors
Fast-fashion ecommerce group draws support and criticism as it fights governance and supply chain concerns
Thursday, 22 October, 2020

Macroeconomics
The great MMT debate, again
Round 1: fight!
Tuesday, 20 October, 2020

Big tech
The USA vs. Google
The first big tech antitrust lawsuit has landed.
Tuesday, 20 October, 2020

Markets
Further reading
Urban flight; ActBlue; a kimchi catastrophe and much more . . .
Monday, 19 October, 2020

European equities
Snap AV: the great Biden stock trade
UBS takes a look at which European companies will benefit from a Blue Wave.
Saturday, 17 October, 2020

Inside LondonTesco PLC
Tesco needs evolution not revolution
In the unsexy world of big box retail, being described as ‘dull as dishwater’ is an endorsement of the current strategy
Thursday, 15 October, 2020

US Department of Justice
Pilgrim’s Pride receive chicken feed fine from the DoJ
The chickens did not come home to roost.
Tuesday, 13 October, 2020

Coronavirus pandemic
What if both the lockdowners and the anti-lockdowners are wrong?
Fundie John Hempton posits a different view of the Covid response.
Tuesday, 13 October, 2020

FT SeriesSomeone is wrong on the internet
We don’t want to call the top but . . . (Vision Fund edition)
Guess who is launching a Spac?
Promoted Content
Saturday, 10 October, 2020

Inside LondonUK equities
Is it last orders for investors in the pub sector?
End of the after-work drink deals crushing blow but some parts of sector doing well
Friday, 9 October, 2020

AnalysisFT Alphaville
Chicken collusion? Charted!
When volatility disappears from a commodity market, something is up. And we are not too chicken-livered to say it.
Thursday, 8 October, 2020

FT AlphavilleTesla Inc
Tesla aims to produce 500,000 cars, or 72 per cent of stated capacity
But in upside-down markets, anything is bullish.
Thursday, 8 October, 2020

Markets
Further reading
Herd immunity; WFH; inequality and much more . . .
Tuesday, 6 October, 2020

FT AlphavilleBillions of Blistering Barnacles
Tesla: no comment
And we thought it was just because we were special.
Tuesday, 6 October, 2020

US economy
Snap AV: another K-shaped indicator
Ross Yarrow at Baird lays it out.
Tuesday, 6 October, 2020

FT AlphavilleDAX
Deutsche Börse should forget about profits for Dax entrants
Creating a sustainable index matters more than Ebitda.
Monday, 5 October, 2020

FT AlphavilleInvestment research
The total addressable market craze is detached from reality
Shifting definitions speak to wider issues in the equity market at the moment.
Saturday, 26 September, 2020

Inside LondonUK equities
UK investors hunker down amid rising virus worries
A winter of rising unemployment and further Covid restrictions will test resolve
Tuesday, 22 September, 2020

FT AlphavilleInsider trading
SEC charges S&P employee with index insider trading
Passive investing is rather active.
Tuesday, 22 September, 2020

Markets
Further reading
Abramovich; music piracy; a redacted report and much more . . .
Monday, 21 September, 2020

FT AlphavilleBillions of Blistering Barnacles
FT Alphaville takes a Tesla out for a spin
We channel our inner Top Gear around the curvy roads of Southern England in this new FT Video.
Monday, 21 September, 2020

AnalysisCompanies11 min
Opinion: Why Tesla shares are a wild ride
Reasons to be sceptical about the world's most valuable car company
Friday, 18 September, 2020

FT Alphaville4imprint Group PLC
4imprint: branded tat on sale
One of the UK’s best performing stocks in recent memory has yet to recover from the coronavirus crisis, does it present an opportunity?
Wednesday, 16 September, 2020

Big tech
SnapAV: 12 years in the red
When bubbles pop, even the winners are in the wilderness.
Tuesday, 15 September, 2020

Markets
Further reading
Hipgnosis; coordinated risk; LVMH and much more . . .