7900: Doesn’t reflect UK economy
8000: Symptom of UK weakness; war profiteering
8100: Divi yield indicates stagnation
8200: Ex banks, miners & industrials, flat + dangerously concentrated
8300: Exacerbates wealth divide, key words: crossroads / tinderbox
8400: If denominated in

I think we really are underselling how cooked Facebook is. This is a 17,000 member group called 'Facebook complaints center' made up of people that post like they recently got a concussion

Just the worst possible policy advice, real vintage IMF stuff.

every time you get bullish on chinese gdp growth, just think of this door

*STOXX 600 OVERTAKES THE S&P 500 FOR THE FIRST TIME IN 2024

The UK’s emissions are now 53% below 1990 levels, while GDP has grown by 82% - don't anyone try to tell me decoupling emissions from the economy is impossible. And no, it's not because of imports: the collapse of primary industry was largely over by 2000.
carbonbrief.org/analysis-uk-em…

2018 vintages not where they need to be for PE

Auto insurance was up 22% over the past 12 months

Why?

1. Bigger, more expensive vehicles
2. Parts (sensors, cameras) are more complex
3. Drivers are getting worse
4. Natural disasters

Greedflation? Not so much

Some thoughts on each:

awealthofcommonsense.com/2024/04/is-aut…

what do you think this stock has returned over the past 5 years?

Love it when they trot out IG weekend Dow not realising that there are probably a total of 5 British punters wagering about £10k notional on this contract.

so robotaxis, battery storage and autos?

saving this one. u know, just in case

time has tempered my relationship with Brian Eno’s art from the state of extreme fanboy to like, appreciative fan. no specific reason, just like the nature of life. & yet without a doubt this MF was COOKING here 100%

the composition of eu defence returns since ukraine