FT Alphaville

The oil shock won’t matter much, unless it does [FREE TO READ] Your end-of-week research wrap

🛢️

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The Gulf bonds that aren’t barking [FREE TO READ] Safe haven status: under fire everywhere but credit markets

Gulf bonds, not bothered.

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FTAV’s Friday chart quiz Some encharted evening

It's that time again. www.ft.com/content/c9fa...

Everything is stonks Also: SpaceX, private credit spreads, lunar timeshare, faster massages, and young finance dudes in dapper suits

Alphaville's weekly wrap is now in your inbox, or could be.

ftav.substack.com/p/everything...

My take last June in @alphaville.ft.com : “Palihapitiya’s real talent isn’t Spacs or venture capital or even podcasting. It’s chutzpah. He has reframed his spectacular failures — from which he has profited enormously — as proof that he has learned the hard way.“ www.ft.com/content/e859...

European private credit borrowers don’t go bankrupt Or at least, extremely rarely

Not investment advice.

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Private credit loan spreads are tiiiight [FREE TO READ] But data is fun

Private credit dataviz. 🎆

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SpaceX: the final frontier of IPOs [FREE TO READ] Can Elon Musk’s moonshot deliver the mooted $1.75tn valuation?

Everything you need to know about SpaceX's wildly ambitious IPO plans.

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SpaceX: the final frontier of IPOs [FREE TO READ] Can Elon Musk’s moonshot deliver the mooted $1.75tn valuation?

Everything you need to know about SpaceX's wildly ambitious IPO plans.

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🚨 Quick post taking the measure of inflation expectations in fixed income markets www.ft.com/content/ed52...

AI disruption, wage deflation, research abundance Barclays pushes the autotext envelope

"Analysts will remain the source of ideation" ...

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Charting inflation fears Oh no, not again

A look at the transatlantic disconnect in short-term inflation expectations

www.ft.com/content/ed52...

You probably can’t afford to visit the Moon, sorry Pioneer$ only

MOONIFEST DESTINY. www.ft.com/content/890b...

Capital Group’s weird passive bravado Triggered

Pass-ag FM

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A war in charts Front line dispatches

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Just how high could oil go? [FREE TO READ] And a few other questions we don’t really answer

Oil

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The SpaceX ETF is in trouble [FREE TO READ] The ARKK trade 2.0?

They think it's XOVR ...

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The attention economy is coming for investment research Plus: credit default risk, index stuffing, loot boxes, Ponzi schemes, and Jimi Hendrix

This week's everything, in one handy email.

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New York vs Valve: the loot box ‘gambling’ showdown Steamroller or pipe dream?

A look inside loot boxes.

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Maybe corporate credit is just boring and fine [FREE TO READ] The case for going long complacency

THIS WILL SOUND EVERY THREE SECONDS, UNLESS SOMETHING ISN'T OKAY

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An AI chart crime compendium [FREE TO READ] Looks like everyone’s been doing lines

It was. as.ft.com/r/c1ce7f98-6...

Nasdaq wants to fast-track founders and let index trackers hold the bag [FREE TO READ] Engineered scarcity, meet dumb money

Here's @thekrazykobra.bsky.social on the dangers of fast-tracking the likes of SpaceX and Anthropic into the Nasdaq 100.

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Catastrophising credit? [FREE TO READ] Or time to panic

😬

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Sell-side research in the Substack era [FREE TO READ] Market-moving distribution with zero disclosure

Marc Rubinstein on 𝒕𝒉𝒂𝒕 blog post.

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Green shoots in the private equity winter? [FREE TO READ] Baby, it’s cold outside

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Which piece of speculative fiction had the greatest single-day stock market impact? [FREE TO READ] Oh, give my props to the writer. Price’s at an all-time low in the future

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Global regulation, the best is yet to come Rules < rulers

at Alphaville, I point out that the G20 has no agenda (as in, I am not just saying it's a bit rudderless, there is literally a placeholder website where its program usually lives) and this may be a problem www.ft.com/content/84ad...

Parsing Terraform Labs (in liquidation) vs Jane Streeeeeeeet [FREE TO READ] Play stupid games, win partial compensation?

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The ‘extreme and improbable’ economics of Citrini’s AI report [FREE TO READ] Doomer dunking

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A heatmap showing the composition and performance of US leveraged loan universe YTD Feb 21 2026

🚨 How are leveraged loan investors pricing SaaSmageddon? www.ft.com/content/49bc...