Reposted by Tony TassellLibrarian Capital @librariancapital.bsky.social · 3h"Rank 24 out of 13135 portfolios" This is not going to last 121
Reposted by Tony TassellRob Davies @byrobdavies.bsky.social · 7hLatest in a three-year-long seam of reporting by the Guardian, The Bureau of Investigative Journalism, the BBC and international media partners. The project, known as Cyprus Confidential, was co-led by the ICIJ and Paper-Trail Media, based on documents first shared by Distributed Denial of Secrets.theguardian.comRoman Abramovich aides falsified paperwork to disguise assets and dodge tax, records suggestAccountancy firm Deloitte Cyprus among those that appear to have backdated records outlining the Russian billionaire’s assets 38249
Reposted by Tony TassellToby Nangle @tobyn.bsky.social · 8h🚨 Alphaville is live blogging the Economics Nobel Prize, because of course it is www.ft.com/content/f446...ft.comAlphaville’s Nobel Prize for Economics live blogLive coverage of exciting economicsy stuff 2258
Tony Tassell @tonytassell.bsky.social · 11hThe huge lurking leverage of AI hyperscalers in leases on all those datacentres - column by credit fund manager Ellen Carr as.ft.com/r/9e20a42d-4...as.ft.comThe huge lurking leverage of AI hyperscalersWhile equity investors look to sunny futures, creditors are scrutinising liabilities like leases on data centres 061
Tony Tassell @tonytassell.bsky.social · 11hAustralian public policy tends to get watched elsewhere so this column by the great @alankohler.bsky.social on his retirement from the ABC has a resonance beyond the country - particularly on John Howard's decisions on climate change, capital gains tax, medicare www.abc.net.au/news/2026-10...abc.net.auAlan Kohler on the stories he covered — and the ones he missedIn his final column before retiring from the ABC, Alan Kohler reflects on the stories that shaped him, plus those that shaped Australia in ways he could not predict. 011
Reposted by Tony TassellTony Tassell @tonytassell.bsky.social · 09/10/2026The wisdom of prediction markets - FT oped by the great Michael Mauboussin. as.ft.com/r/5ec0a63c-3... 2103
Tony Tassell @tonytassell.bsky.social · 10/10/2026and a good point here on the rather heroic assumptions of the AI trade as.ft.com/r/6222f4a8-3... 1323
Tony Tassell @tonytassell.bsky.social · 10/10/2026Markets have become basically one trade - AI - @katie0martin.ft.com column here. "For now, the whole world is all-in..we'd better be right" as.ft.com/r/56eade0d-a... 6407
Tony Tassell @tonytassell.bsky.social · 09/10/2026The wisdom of prediction markets - FT oped by the great Michael Mauboussin. as.ft.com/r/5ec0a63c-3... 2103
Reposted by Tony TassellAlison Killing @alisonkilling.bsky.social · 09/10/2026Really excited to have won a Loeb award for my story on Neom and the Line. Read the story here: ig.ft.com/saudi-neom-l...ig.ft.comEnd of The Line: how Saudi Arabia’s Neom dream unravelledMohammed bin Salman’s utopian city was undone by the laws of physics and finance 1213421
Tony Tassell @tonytassell.bsky.social · 09/10/2026from the “this is fine” department: “Many AI industry insiders told Axios they believe a major event will occur in the next six to 12 months.” Not surprising but…. www.axios.com/2026/10/09/a...axios.comScoop: AI companies plot "day after" scenarios for public revoltInside the AI industry's worst-case-scenario prep. 143
Tony Tassell @tonytassell.bsky.social · 09/10/2026‘Switzerland has spoken’: will UBS leave? rpt by Simon Foy and @mjruehl.bsky.social. Is a US merger, a potential exit route? www.ft.com/content/2adb...ft.com‘Switzerland has spoken’: will UBS leave?New regulations will leave lender with options ranging from retaining billions of dollars of additional capital to shrinking international operations 441
Tony Tassell @tonytassell.bsky.social · 09/10/2026An account of UAE lobbying the UK govt over Man City in this FT Big Read by @joshnoble.bsky.social @arashmassoudi.ft.com as.ft.com/r/c1b9de85-8... 24521
Tony Tassell @tonytassell.bsky.social · 09/10/2026Israel’s ‘scorched-earth’ ceasefire in Gaza as.ft.com/r/ca080694-b...as.ft.comIsrael’s ‘scorched-earth’ ceasefire in GazaOne year into the US-backed truce in the enclave, Israeli forces have kept up a relentless military campaign 031
Tony Tassell @tonytassell.bsky.social · 08/10/2026Fwiw, maybe if you don’t look at them for say a month or two, they could seem a lot better than you currently think they are give expectations 130
Tony Tassell @tonytassell.bsky.social · 08/10/2026Repeated US Treasury interventions risk an erosion of credibility - column here from @elerianm.bsky.social. If they become routine rather than an emergency safety valve, it "risks turning a market stabiliser into a source of moral hazard and deeper volatility." as.ft.com/r/e640edd4-f... 041
Reposted by Tony TassellIan Smith @iankmsmith.ft.com · 08/10/2026Bond king @robinwigglesworth.ft.com and I answered 30ish FT reader questions on the bond market, some good ones and then also one from @tobyn.bsky.social. Read below if you're interested www.ft.com/content/d51a...ft.comWhat is driving the global bond sell-off? You asked, we answeredAlphaville editor Robin Wigglesworth and senior markets correspondent Ian Smith replied to reader questions in a live Ask an Expert Q&A 194
Tony Tassell @tonytassell.bsky.social · 08/10/2026Norway lays down a line for EU on AI glasses - @richardmilne.ft.com here on how pressure is rising around Europe for restrictions on their use. as.ft.com/r/2b5c6436-4... 151
Tony Tassell @tonytassell.bsky.social · 08/10/2026and this chart shows how much is paid for oil depends on location. "Futures are increasingly unreliable as a proxy for genuine supply and demand, they are also no longer useful as a hedge either and further disconnected from the fuel prices that drive inflation." as.ft.com/r/b02e2c4b-5... 062
Tony Tassell @tonytassell.bsky.social · 08/10/2026What is the real price of oil anymore? Amrita Sen oped here on just how much the gap between the futures prices that is mostly quoted as "the oil price" has blown out from the price being paid for physical crude. Chart by @raydouglas.bsky.social as.ft.com/r/3f045ba9-3... 1113
Tony Tassell @tonytassell.bsky.social · 07/10/2026it is a live blog..the headline changes with the news 000
Tony Tassell @tonytassell.bsky.social · 07/10/2026Scrapping inheritance tax is unpopular on bluesky but IHT is a prime motivator for rich people to leave the UK (though not sure how scrapping for it family homes makes that much of a difference to that) 121
Reposted by Tony TassellStephen Bush @stephenkb.bsky.social · 07/10/2026The five habits of highly successful opposition leaders: 169313
Tony Tassell @tonytassell.bsky.social · 07/10/2026How much will AI assistants have an impact on banks in moving the money of savers around to get better deposit rates? Lex head @johnsfoley.bsky.social looks the risks here www.ft.com/content/a21e...ft.comAI agents could cost banks $500bn — by winning savers better ratesBanks will gain from AI as well as lose 042
Tony Tassell @tonytassell.bsky.social · 07/10/2026UK tax authorities probed Man City in 2018 over whether it used complex arrangements to underpay tax - FT scoop as.ft.com/r/283aa6d2-6...as.ft.comHMRC opened probe into Man City’s tax affairs in 2018Investigation into whether English football club was underpaying tax began after its internal emails were leaked 1245
Tony Tassell @tonytassell.bsky.social · 06/10/2026some strong books here - the FT/StanChart shortlist via @andrewtghill.ft.com www.ft.com/content/d0b2...ft.comFT and Standard Chartered Business Book of the Year Award 2026 — the shortlistContenders include titles on weight-loss drugs, AI weaponry and forecasting 061
Tony Tassell @tonytassell.bsky.social · 06/10/2026FT story here www.ft.com/content/4c56...ft.comFormer German spy chief arrested for treasonFormer intelligence head August Hanning suspected of selling state secrets to a foreign power 032
Tony Tassell @tonytassell.bsky.social · 06/10/2026There is going to be a lot written on this - Germany's ex-spy chief arrested for espionage h/t @marceldirsus.com www.dw.com/en/germanys-...dw.comGermany's ex-spy chief arrested for espionageAugust Hanning served as the head of Germany's BND foreign intelligence agency from 1998 to 2005. According to German media, he is being investigated for allegedly passing on state secrets and working... 2152
Tony Tassell @tonytassell.bsky.social · 06/10/2026another wrong-un died last night too www.washingtonpost.com/obituaries/2...washingtonpost.comJim Bakker, disgraced televangelist who went to prison, dies at 86With his wife, Tammy Faye, he presided over the multimillion-dollar PTL empire before his fall in the 1980s after sex and fraud scandals. 381
Tony Tassell @tonytassell.bsky.social · 06/10/2026Andy Burnham’s Man City problem - @stephenkb.bsky.social here. "What we are seeing here is “Manchesterism”, as a narrative about Burnham’s mayoralty designed to make the Labour Party feel good about itself, colliding with the reality of actually existing Manchesterism." www.ft.com/content/ffc5...ft.comAndy Burnham’s Manchester City problemThe prime minister’s economic vision looks dangerously like a game of two halves 010
Tony Tassell @tonytassell.bsky.social · 06/10/2026France is being hit by a pre-election debt sell-off. Many fear it could shake the Eurozone - FT read here www.ft.com/content/9b25...ft.comFrance: between the bond market and the barricadesThe country is being hit by a pre-election debt sell-off. Many fear it could shake the Eurozone 021
Tony Tassell @tonytassell.bsky.social · 06/10/2026Andy Burnham killed off the national ID scheme. Instead in its place is a new private sector growth industry, writes @johngapper.bsky.social here. (Side point: It might also solve the supermarket checkout wait problem when buying alcohol while your age is verified) as.ft.com/r/43769636-2...as.ft.comBritain has turned digital ID into a growth industryStart-ups such as Yoti and Luciditi are meeting demand for age and identity verification as the government retreats 021
Reposted by Tony TassellIan Smith @iankmsmith.ft.com · 05/10/2026just a couple of normal people who really care about bonds 2314
Tony Tassell @tonytassell.bsky.social · 05/10/2026just joined Lazard www.lazard.com/news-announc...lazard.comLorenzo Bini Smaghi Joins Lazard As Senior AdvisorLazard today announced that Lorenzo Bini Smaghi is joining the firm as Senior Advisor in Europe. 121
Tony Tassell @tonytassell.bsky.social · 05/10/2026The EU bond market turbluence means it is time for the ECB to put QT on hold - oped from former ECB director and chair of SocGen Lorenzo Bini Smaghi. He says prudence suggests a halt by the central bank until more stable conditions are restored as.ft.com/r/6d7d1b7b-0...as.ft.comBond turbulence means it’s time for the ECB to put QT on holdPrudence suggests a halt by the central bank until more stable conditions are restored 154
Tony Tassell @tonytassell.bsky.social · 04/10/2026Why the IPO market is booming and busting - @thekrazykobra.bsky.social column here as.ft.com/r/573ca837-6...as.ft.comWhy the IPO market is booming and bustingFlotations have stalled and returns from new listings have been weak 074
Tony Tassell @tonytassell.bsky.social · 04/10/2026Summertime in England - Van (15mins 40 sec). Street Hassle - Lou Reed (10mins 56sec). Do people still do long songs in the age of streaming? 200
Tony Tassell @tonytassell.bsky.social · 02/10/2026Treasuries are losing their moneyness - column here from @bhgreeley.bsky.social. "For four decades, US government bonds have been both securities and money. They may no longer be that special" as.ft.com/r/9879499c-4...as.ft.comTreasuries are losing their moneynessFor four decades, US government bonds have been both securities and money. They may no longer be that special 11310
Tony Tassell @tonytassell.bsky.social · 02/10/2026- @natachavalla.bsky.social column from October 2025 arguing Europe should design an insurance facility — a European sovereign liquidity insurance — that works like an option rather than a rescue. as.ft.com/r/ac0055cf-b...as.ft.comFrance will soon test the boundaries of the EU’s backstopEurope should design an insurance facility to act as a buffer at the heart of monetary union 020
Reposted by Tony TassellEliot Higgins @eliothiggins.bsky.social · 02/10/2026Bellingcat's won 3 awards at the Online Journalism Award, two for Agents of Chaos, our collaboration with @calmatters.org and @evidentmedia.org calmatters.org/investigatio...calmatters.orgAgents of Chaos: Border Patrol’s year of unchecked forceA visual investigation shows how five agents moved from city to city, with their tactics becoming more brazen at each stop. 520340
Reposted by Tony TassellToby Nangle @tobyn.bsky.social · 02/10/2026(My tl;dl precis of his risks: 1. Paperclipmaxxing; 2. Musk of someone king of the world; 3. Terrorists use AI super-agent for science 4. K-shaped economy, where all richer but AI systems much much richer) 021
Tony Tassell @tonytassell.bsky.social · 02/10/2026meanwhile from @banxtoons.bsky.social www.ft.com/content/7992... 0226
Reposted by Tony TassellChristopher Miller @christopherjm.ft.com · 02/10/2026NEW: Yesterday I interviewed President Zelenskyy. Speaking at a school that had just been hit by a Russian jet drone, he said Ukrainian spy agencies had obtained intel that Putin told his military to remove all constraints that governed earlier air campaigns. “He said there are no rules now.”ft.comPutin has told military leaders to abandon rules of war, Zelenskyy saysUkrainian leader tells FT his Russian counterpart has given the order that ‘there are no rules now’ 11245127
Tony Tassell @tonytassell.bsky.social · 02/10/2026Please listen and share this short podcast on the risks to humanity from AI with @tobyord.bsky.social and @gideonrachman.bsky.social. Ord makes a persuasive, very clear case in outlining the huge scale of the challenge to contain these risks. It is worth your time www.ft.com/content/e6f7...ft.comCould AI really end humanity?Researcher Toby Ord discusses rising anxiety about AI’s existential risks 3159
Reposted by Tony TassellRobert Armstrong @robarmstrong.bsky.social · 01/10/2026S&P 500 unchanged over three months -- with earnings expectations up and price/earnings multiples down. This is *exactly* what you would expect to happen when interestst rates are being driven higher by a mix of growth and inflation. Sometimes markets make sense. 1257