Robin Wigglesworth
@RobinWigg
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Editor of @FTAlphaville. Norwegian despite the Harry Potter-esque name. Author of TRILLIONS. Views mine bla bla.
Oslo, Norway
Joined July 2009
So, my next big project is a book on the history of the bond market. It will take time to do justice to its fascinating history and awesome power, but below is a taster. And get in touch if you know someone I should speak to, or something I should read!
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A very short, very wild history of the market that will shape the next financial crisis
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Giddy over this present from @sindap, a signed copy of the Volcker Rule from the first Alphaville quiz in New York.
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FTAV’s further reading (plus a little trailer)
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SPECIAL EXCLUSIVE OFFER; the media; the Like button; AI writing; shipbuilding; Apple; doom; and democracy
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Saylor vs Chanos: a short story
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Strategy’s down and Chanos is out, but the ‘amplified bitcoin’ trade looks as fragile as ever
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‘Best way to describe the market is bonkers’
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The AI hyperscaler capex plans keep on growing and growing
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Maybe some repo ructions could be a good thing?
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A defence of even more quantitative tightening
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How an unknown, then 27-year-old, German kept trading Russian oil when western rules meant others stopped. In 30 months he made more than $250m. Now, as we talked, he regularly asked whether telling his story could get him sanctioned…
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[FREE TO READ] Christopher Eppinger kept trading Russian oil when sanctions meant others stopped
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I wrote for The Washington Post today! The politics of land dominated the late nineteenth century, and disappeared a century ago. But land politics is bubbling back up in America, the form of dual revolts against high rents and climbing property taxes.
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A slightly controversial, low-conviction, Austrian-lite argument about money markets and central bank balance sheets on a Friday afternoon. In other words, classic alphaville clickbait. Feel free to drive by in the comments and tell me what im missing..
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A defence of even more quantitative tightening
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AI’s awfully exciting until companies want to use it: Rightmove edition
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Hello, I need the biggest business transformation project you have. No, that’s too big . . .
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The chart showing the $1.5 trillion AI capex explosion is pretty stark, but my favourite bit from Barclays' recent research on the "hyperscalers" are the random quotes they overheard at a recent data centre conference. https://t.co/LNGMSIzyq0 Such as: 😔 “There aren’t enough
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The AI hyperscaler capex plans keep on growing and growing
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Utah’s First Brands whale even leased the office furniture
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A non-bank lender with the motto ‘been there, leased that’ finds out
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If an ex-chancellor pumps crypto and no one notices, does it make a noise?
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Kwasi be stacking, no one be caring
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