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English analysis

Page 8 of 21. English editions of sourced l0g investigations, newest first.Back to the latest →

16 min readtokenisationTokenised stocks: the credit behind the extra yieldKraken’s xStocks Vaults borrow against tokenised securities. Tracing the extra yield, investor rights, collateral and liquidation risk.14 min readprivate creditPrivate credit: when borrowers find a cheaper exitMercer’s lower loan spread exposes private credit’s reinvestment challenge. An analysis of recurring income, prepayment and the remaining loan book.17 min readBank of EnglandThe Bank of England redraws its exit from QEThe Bank of England targets 2034 for its QE exit. Treasury gilt buybacks, £120bn for banknotes and repo lending reshape funding and public-sector risks.13 min readpersonal dataPersonal data trade: the cost of enforcementMobilewalla, Avast, Mobius and DROP: an investigation into fines, restricted uses and the continuing cost of oversight in the personal data trade.14 min readpersonal dataPersonal data: the life of copies after the contract endsDeezer and Mobius, cloud backups, LiveRamp audiences: an investigation into personal-data copies and the work of deleting them after a contract ends.16 min readpersonal dataPersonal data: what buyers actually pay forGM, Omnicom, Venntel and SafeGraph: contracts and public records reveal who buys personal data, what access costs and which uses are documented.15 min readpersonal dataPersonal data: how our traces become profiles for saleJumpshot, InMarket and public product manuals reveal how digital traces become commercial profiles, and why permissions, prices and error rates matter.16 min readpersonal dataPersonal data: the intermediaries behind our tracesThe trade in our digital traces, part 2 of 6: Experian, LiveRamp, Gravy and Mobius reveal the roles and limits of data intermediaries.14 min readpersonal dataPersonal data: who pays for collection?The trade in our digital traces, part 1 of 6: Life360 contracts, FTC records and the Mobius decision reveal how personal-data collection is funded.15 min readconsumptionAutomated pricing: when rivals react too quicklyFast price matching can weaken the incentive to cut. Evidence from German and Swedish petrol stations, with the mechanisms and limits explained.17 min readAICrux AI: the bank risk behind Google’s chipsThe reported $22 billion Crux AI loan connects Google, Blackstone and BNP. An investigation into chip collateral, power and the transmission of bank risk.12 min readhealthDrug shortages: the price of keeping a factory readyWhy buying medicines does not automatically fund reliable supply: stocks, backup production and contracts, from quetiapine to Sanofi’s insulin plant.15 min readretirementRetirement: the average-return trapWhy the order of gains and losses changes how long retirement savings last. Worked examples, primary sources and an interactive withdrawal model.20 min readprivate creditPrivate credit: software debt faces the AI testAI could weaken the subscription income behind private-credit loans. BIS research, OTF accounts and an interactive model separate exposure from confirmed losses.16 min readAIAI debt: the battle for credit spills beyond Silicon ValleyBig tech borrowing meets vast government funding needs. What company filings and ECB research tell us about credit costs and the risks for Europe.11 min readCryptoCLARITY: the routes forward after the Senate setbackWhat follows CLARITY’s 49–50 procedural defeat? Tillis’s maneuver, the SEC–CFTC proposals and the dispute over Trump’s crypto interests, explained.9 min readFinanceRadiant World: the disputed invoices behind trade financeThe Radiant World disputes explained: Mizuho’s exposure, Incomlend’s role, Glencore’s response and the limits of the reported trade finance amounts.12 min readIranIranian oil: Tether keeps control of its digital dollarsA US complaint targets 61 million USDT allegedly linked to Iranian oil. The case explains Tether’s power to freeze and replace tokens.21 min readFederal ReserveCan a Fed rate hike bring long-term yields down?Ahead of the September 16 FOMC, how rate hikes, the term premium and Treasury buybacks affect long yields. Fed, CME, BLS and Treasury data.22 min readAIAI's race to slow down: safety, capital and politicsAI leaders back coordinated safety rules as investment commitments grow. What company filings and the 2026 midterm calendar reveal about their incentives.