How to understand the current puzzle in bonds and equities
Like every bubble, the important point is how the AI boom is being financed
We haven't written up this one. Financial Times has the full story — the link below goes straight to it.
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USA Rare Earth Sits on $1.5 Billion in Cash and Almost No Revenue. Here's How to Value That
Key PointsUSA Rare Earth has a sizable cash pile, but it has been generating relatively modest revenue.
London Stock Exchange partners with Kraken parent for tokenized UK stocks: FT
The London bourse operator is seeking to offer 24/5 exposure to UK-based tokenized equities, as more TradFi institutions explore tokenized equities offerings.
Santander offers customers £240 if they switch current account and open a savings pot at 8% interest
This is one of the highest switch bribes we've seen recently, leapfrogging HSBC's offer of £220. But as with that deal, there is a significant hoop to jump through.
Cadeler (CDLR) Q2 2026 Earnings Call Transcript
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Vipshop (VIPS) Q2 2026 Earnings Call Transcript
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