Matt Levine explores Wall Street and finance through the incentives, contracts and unusual situations behind the headlines, with room for curiosity and humor.
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SemiAnalysis
Detailed research on semiconductors and AI infrastructure, connecting chip design, manufacturing, datacenters, and model economics with the businesses and supply chains behind them.
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The Financial Times examines market arguments, valuations and macroeconomic forces, helping readers test the assumptions behind prevailing investment narratives and the day’s price moves.
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FT Alphaville
An inquisitive Financial Times publication exploring market plumbing, economic claims, corporate finance and unusual data, with a free website and an email edition.
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