no idea of whether this is in anyway accurate but big move toward bets on Vini staying at Real, implying 80 per cent chance he will. h/t @raydouglas.bsky.social
Tony Tassell
@tonytassell.bsky.social
Financial Opinion Editor at the FT. I have views. A spotter of things in markets, companies, world affairs. Also interested in food and climbing.
Stat of the day from the news that Elon Musk’s SpaceX wants toincrease its computing capacity from 2 gigawatts at the end of this year to “closer to 10GW [than 5GW]” by the end of 2027. as.ft.com/r/689423f9-c...
Thought this was an interesting piece. There is so much pressure on companies do something on AI, it is going to end with a lot of slop, bad decisions. One report cited also claimed a 1/3 of workers in a poll admitted to actively sabotaging their firm's AI rollout. www.nytimes.com/2026/08/03/o...
Opinion | I Helped Run Lululemon. The A.I. Revolution Is a Hot Mess.
The A.I. revolution is stalling because companies don’t want to admit that integrating the technology is expensive and slow and requires human effort.
nytimes.com
much to enjoy in this lovely, personal piece on the style of Italian grandmothers by @paolatamma.bsky.social www.ft.com/content/31c3...
Why there is a lot to learn from the Italian grandmother lifestyle
Lately, the internet has become obsessed with ‘nonnamaxxing’. My Italian grandmother just called it life
ft.com
The real message in the yen intervention @b-eichengreen.bsky.social oped here on why US-Japan action is a troubling signal for the dollar www.ft.com/content/86db...
The real message in the yen intervention
The dollar’s status as a reserve currency is not what it used to be
ft.com
"How to end the cycle of mistrust between the Treasury and everybody else" - good piece from @dianecoyle1859.bsky.social as.ft.com/r/e6f0317e-f...
How to end the cycle of mistrust between the Treasury and everybody else
The lesson from Manchester is that it takes time for public investment policies to show up in GDP
as.ft.com
How ‘The Millionaires’ Factory’ might shift under new CEO - @nicfildes.ft.com column here of Macquarie (including explanation of the holey dollar symbol of the bank known in the UK for its foray into water networks and infrastructure) www.ft.com/content/2c59...
How ‘The Millionaires’ Factory’ might shift under new CEO
Macquarie leans a little more into traditional banking but growth could come from elsewhere
ft.com
Struggling to make sense of AstraZeneca-BMS - @bryce.lol casts a sceptical eye over what the deal could bring www.ft.com/content/eddb...
Struggling to make sense of AstraZeneca-BMS
All about oncology? A cardio workout? Patent-cliff avoidance? American dreaming?
ft.com
Huge story for the UK - FT scoop here on AstraZeneca in talks to combine with US rival Bristol Myers Squibb. AZN is the second biggest listed UK company and would be the bigger party in a deal. But could it redomicile to the US as part of a deal? www.ft.com/content/e902...
AstraZeneca holds talks with Bristol Myers Squibb over $400bn tie-up
Deal would create world’s fourth-largest drugmaker by market value
ft.com
Leopold Aschenbrenner of Situational Awareness is still pretty confident and promising to fight another day. "One person close to the firm said its remaining portfolio on Friday, including private investments, was worth roughly $10bn." www.ft.com/content/a0a5...
I helped bring in US bank stress tests. Now it is time to drop them - very strong oped here from @sheilabair.bsky.social as.ft.com/r/522a23b8-0...
I helped bring in US bank stress tests. Now it is time to drop them
The time-consuming ritual risks misleading the public about the true health of the financial system
as.ft.com
The Odyssey wins the casting debate - my oped here on why lessons from the visionary British director Peter Brook remain relevant for today’s cinema. as.ft.com/r/b87781b1-b...
The Odyssey wins the casting debate
Lessons from the visionary British director Peter Brook remain relevant for today’s cinema
as.ft.com
How JPMorgan walked into another football firestorm - The bank has been instrumental in the formation of Fifa’s plans to raise $4.2bn from global investors - rpt by @arashmassoudi.ft.com James Fontanella-Khan and Sam Agini www.ft.com/content/c81d...
How JPMorgan walked into another football firestorm
After getting caught up in the Super League controversy, the US bank has been instrumental in Fifa’s plans to raise billions
ft.com
Quote in this story: “The real question is how did anyone invest so much money, and then lend so much money, to a . . . kid with no personal experience and no infrastructure?” as.ft.com/r/5f7537a7-0...
How Leopold Aschenbrenner, the ‘golden child’ of the AI trade, was laid low
The $20bn hedge fund manager’s wild ride ended with a call to Ken Griffin
as.ft.com
What Warsh might be up to - he wants volatility: really interesting note from @robarmstrong.bsky.social this morning as.ft.com/r/62202ff0-d...
Not only is the right decision in principle it's smart politics to go straight in for the kill - its the best chance of stopping the whole plan before it gathers any traction in other parts of the world.
FT scoop: Citadel buys Situational Awareness equity holdings after steep AI losses www.ft.com/content/5fb4...
Citadel buys Situational Awareness equity holdings after steep AI losses
Deal comes after Leopold Aschenbrenner’s investment firm held overnight crunch talks with investors
ft.com
The Odyssey wins the casting debate - my oped here on why lessons from the visionary British director Peter Brook remain relevant for today’s cinema. as.ft.com/r/b87781b1-b...
The Odyssey wins the casting debate
Lessons from the visionary British director Peter Brook remain relevant for today’s cinema
as.ft.com
the gloom in the Mittlestand is really striking - from a column by @richardmilne.ft.com as.ft.com/r/b1a993c3-7...
AI concentration risk is not just about equities, argues Laura Cooper of Nuveen here. "The same AI investment thesis runs through credit, infrastructure, real estate and equities. What appears to be diversification is often the same bet expressed in multiple ways." as.ft.com/r/7c1dff29-3...
- @robarmstrong.bsky.social's verdict on Warsh's big presser last night - he is confusing markets as.ft.com/r/d770459c-9...
Kevin Warsh is confusing markets
The Fed is a player, not a referee
as.ft.com
Quite a story here: Situational Awareness, the $20bn hedge fund founded by former OpenAI employee Leopold Aschenbrenner, has sought to raise fresh capital from investors after suffering heavy losses during the recent rout in AI stocks www.ft.com/content/2803...
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
Hedge fund has held talks with existing investors and lenders in recent days
ft.com
This is great - a guide to New York’s smoked fish dynasties and “appetizing stores" including, of course, Zabars - from @adamsamson.bsky.social and Victoria Craig www.ft.com/content/5276...
‘Don’t call us a deli’: inside New York’s smoked fish dynasties
The Jewish speciality shop is now part of city life. Here, a longtime fan and a diehard convert suggest where to go, how to order and what else to buy
ft.com
Really sad news. He was really well thought of by colleagues at the FT and was incredibly helpful to many of us over the years. My thoughts are with his family. bondvigilantes.com/blog/2026/07...
Jim Leaviss
We are very sorry to share the news that Jim Leaviss passed away on 23 July 2026, aged 55.
bondvigilantes.com
The thrill of South Korea’s ‘dopamine apps’ ft.trib.al/X27WQ36 | opinion
The thrill of South Korea’s ‘dopamine apps’
One faux delivery site allows users to select and order food without paying money or receiving anything
ft.trib.al
Really interesting column by James Fontanella-Khan. Zohran Mamdani is a socialist but making a push to boost small businesses by cutting red tape and other burdens - and shifting support from big companies to small. Could this be an approach for other places like the UK? as.ft.com/r/40ded86f-f...
Mamdani’s pro-business push
The Democratic socialist mayor of New York is targeting support at small companies — the likes of the food truck or corner bodega
as.ft.com
PwC published reports on AI marred by AI hallucinations - rpt by @stephenfoleyft.bsky.social www.ft.com/content/7e14...
