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A new twist on an old bet with Buffett

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Where have all the risk premia gone?

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Steel-manning Jane Street’s Indian defence

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FTAV’s further reading

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And the FTAV chart quiz winner is . . .

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Another problem with IRRs

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FTAV’s further reading

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FTAV Q&A: Rob Gardner

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FTAV’s Friday charts quiz

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The details of Jane Street’s alleged ‘sinister scheme’ in India

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FTAV further reading

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Valve conquered PC gaming. What comes next?

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Stablecoins might revolutionise payments, but what if they don’t?

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What will come out of the Fed’s latest internal review?

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FTAV further reading

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Are bigger AI models better stock pickers? Maybe, but probably not

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Warner Bros Discovery’s ‘Red Divorce’

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The ‘we’re still dancing’ quote of our time

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FTAV further reading

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Come have drinks with FTAV in London on July 10

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