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FT Alphaville
@alphaville.ft.com
16K followers 8 following 1.6K posts
A markets and finance blog that's outside the FT paywall. All we ask is that you register to read: https://www.ft.com/content/b6cdf8d1-7435-460b-9a68-df456a143ce5
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FT Alphaville @alphaville.ft.com · Sep 8
Still free. www.ft.com/content/b6cd...
How to read FT Alphaville for free
Find us by email, RSS, X, Bluesky, and Terminal (sort of)
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alphaville.ft.com
www.ft.com/content/fa93...
BPRE’s extremely large, very huge, getting-bigger NAV discount
Private marks v public markets
www.ft.com
September 15, 2026 at 11:44 AM
alphaville.ft.com
www.ft.com/content/b14a...
It’s crunch time for BoneSupport, one of Europe’s most shorted stocks
Casing the joint
www.ft.com
September 15, 2026 at 5:51 AM
alphaville.ft.com
as.ft.com/r/96a701c3-c...
How much should lenders charge hyperscalers?
Pricing equity punters’ collective histrionics in a credit context
as.ft.com
September 14, 2026 at 9:04 PM
alphaville.ft.com
Is it over yet?

ftav.substack.com/p/nothing-is...
Nothing is certain except death and robotaxis
Also: moonshots, Michelin stars, fly brains, fake cigarettes, and revolting Scots
ftav.substack.com
September 11, 2026 at 2:49 PM
alphaville.ft.com
www.ft.com/content/0368...
The day Warren Buffett saved Salomon Brothers
‘Our name was rat poison’
www.ft.com
September 11, 2026 at 12:52 PM
alphaville.ft.com
www.ft.com/content/495e...
Desperately seeking UK data centre data
[SIC]
www.ft.com
September 11, 2026 at 12:52 PM
alphaville.ft.com
Today's essential read:

www.ft.com/content/4858...
How big is the open-model threat to AI hyperscalers?
Games without frontiers
www.ft.com
September 11, 2026 at 8:28 AM
alphaville.ft.com
as.ft.com/r/04ef5a74-6...
Is now really the time to worry about a new China shock?
Be careful what you wish for
as.ft.com
September 10, 2026 at 11:08 AM
alphaville.ft.com
📉 📊 📈

www.ft.com/content/ca7b...
FT Alphaville’s Art of the Chart show returns 15 October. Tickets are £5, get them here
Delightful dataviz and drinks in London’s oldest parish church 👇
www.ft.com
September 10, 2026 at 6:49 AM
alphaville.ft.com
www.ft.com/content/33d4...
The clock is ticking on Senegal’s ‘total return swaps’
Not such a FAB way to manage sovereign debt
www.ft.com
September 9, 2026 at 8:24 AM
alphaville.ft.com
as.ft.com/r/286e8ebc-3...
The complicated implications of the spectacular ‘Apollo premium’
FAFOing in creditland
as.ft.com
September 8, 2026 at 8:43 AM
alphaville.ft.com
as.ft.com/r/0c1534b3-c...
Could the DMO take the BoE’s long gilts off their hands?
And should they?
as.ft.com
September 7, 2026 at 10:23 AM
alphaville.ft.com
300 paywall jumps via this link. Be quick or be uninformed about repo. as.ft.com/r/e3ded4c9-0...
September 5, 2026 at 8:43 AM
Reposted by FT Alphaville
robinwigglesworth.ft.com
Is Stephen Miran... right? ftav.substack.com/p/is-stephen...
Is Stephen Miran... right?
Also: AlphaRacoon, the yentervention, AI civilisations, ice cream vans, computer science degrees and RIP Alphaville’s favourite NY lunch spot
ftav.substack.com
September 4, 2026 at 5:02 PM
alphaville.ft.com
as.ft.com/r/149722a8-8...
Are credit rating agencies getting fed up with hyperscalers?
A change in tone
as.ft.com
September 4, 2026 at 4:36 PM
alphaville.ft.com
as.ft.com/r/ba7983f9-2...
Luckin Coffee killed our lunch spot. Here’s what that says about geopolitics
Half a decade on from a fraud scandal, the Chinese chain is thriving in New York City — and pushing out the locals
as.ft.com
September 4, 2026 at 8:30 AM
alphaville.ft.com
as.ft.com/r/913fa65b-f...
Why does it even matter if SoftBank’s an investment holding company?
Bonds bonds bonds
as.ft.com
September 3, 2026 at 9:51 AM
alphaville.ft.com
as.ft.com/r/4d368ae4-1...
GoPro: a totally normal, unremarkable piece of merger activity
Camera action
as.ft.com
September 2, 2026 at 12:59 PM
alphaville.ft.com
as.ft.com/r/0138c048-5...
So how big *was* Bessent’s yentervention?
Smaller than we had possibly imagined
as.ft.com
September 2, 2026 at 12:58 PM
alphaville.ft.com
as.ft.com/r/4c47689f-1...
Shein’s unhappy IPO
There’s no time to cry, happy, happy
as.ft.com
September 1, 2026 at 11:41 AM
alphaville.ft.com
as.ft.com/r/058579fd-d...
This time it really was different
Another look at why 2022-23 wasn’t like 1982-83
as.ft.com
September 1, 2026 at 8:19 AM
alphaville.ft.com
www.ft.com/content/c034...
Happy birthday to the First Index Investment Trust
Witness the FIITnes
www.ft.com
August 31, 2026 at 1:14 PM
alphaville.ft.com
as.ft.com/r/ac3db53a-3...
August 31, 2026 at 6:50 AM
alphaville.ft.com
www.ft.com/content/a95a...
Harvard and the Cloudflare governance fight
What they (maybe) don’t teach you at HBS
www.ft.com
August 28, 2026 at 12:59 PM
alphaville.ft.com
It's that time of the week again.

ftav.substack.com/p/to-err-is-...
To err is humanoid
Also: Harvard, hedge funds, Northampton Town, orbital data centres, big chickens, and wild swimming
ftav.substack.com
August 28, 2026 at 12:51 PM