Germany’s €100bn bid to make the trains run on time and what it says about the country and its shift on public spending - great stuff from @olafstorbeck.ft.com www.ft.com/content/db75...
Quite the quote from Stephen Yaxley-Lennon on why he went to Russia where he met with Elon Musk's father www.theguardian.com/uk-news/2026...
www.ft.com
The country’s railway renewal is the first test of whether Europe’s largest economy can reverse years of decline
Great chart in that column via @raydouglas.bsky.social - and importantly Sinder points the earnings have been strong outside the AI giants www.ft.com/content/81dc...
The Fed might yet again take the punch bowl away - really excellent column by the always eloquent Richard Bernstein (who went went against the consensus for 2026 predictions in December, forecasting the Fed might not be able to cut rates as quickly as investors expected) www.ft.com/content/7cac...
what a chart
www.ft.com/content/368d...
Earnings are driving the US stock market - column here from Goldman’s chief US strategist Ben Snider. Gains are spurred by the strength of profits rather than rising valuations or speculative fervour www.ft.com/content/81dc...
Real Madrid, SpaceX and the dangers of mixing fans and finance - great column here by @andrewtghill.ft.com www.ft.com/content/424f...
"Of all the extraordinary things about the SpaceX IPO, the most extraordinary might be this: it is impossible to tell what this company will be 10, five or even two years from now. " - Richard Waters column here www.ft.com/content/625a...
The Musk exception on IPO banking fees for SpaceX - column here by @thekrazykobra.bsky.social on the deal Elon has wrung and why most companies are willing to pay up more for a prestige good www.ft.com/content/9e80...
Accountancy firms make even banks look second best in lobbying - column here from Michael O'Dwyer on how the Big Four have emerged stronger than ever as a UK audit clampdown eases - market dominance still intact, audit fees up, businesses enhanced www.ft.com/content/e7d2...
Tony Tassell
Tony Tassell
How exactly the company plans to support its gargantuan valuation is not obvious
