Guy Myles

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Guy Myles

Guy Myles

@guybmyles

Likely to comment on Chelsea FC, England Cricket and financial markets

Sunningdale, England انضم Mayıs 2011
851 يتبع231 المتابعون
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Guy Myles
Guy Myles@guybmyles·
This is the truth 100%. The ‘what you want to hear’ thing is the reason we have so many products with capital protection or smoothing so people can pretend you get stock market growth without the risk. It’s disgraceful. Spoiler - you can get growth or low risk but never both.
Andy Hart@MavenAdviser

Frequently the reason why you've had a 'bad experience' with a Financial Adviser is because they told you what you wanted to hear, which time proved wrong. Those who tell you what you need to hear repel you, seek a 'no person' to co-navigate your families financial future.

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Guy Myles
Guy Myles@guybmyles·
@RH_CFC Red rising is a great fun read. I’d recommend it if you like that type of book
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Reinhard
Reinhard@RH_CFC·
Book people… Hi 👋 Comment underneath if you’ve read any of the following and whether u recommend it pls, if u have read multiple lmk which you preferred 🙏🏼 Shadow Of The Gods - John Gwynn Red Rising - Pierce Brown Normal People - Sally Rooney Dungeon Crawler Carl - Matt Dinniman Also been thinking of maybe delving into the HP book series for the 1st time as I really like the movies but idk how they compare
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Sam Bowman
Sam Bowman@s8mb·
Far from a backlash, which some people predict, I think we'd find that the vast majority of parents who don't get their children vaccinated would immediately get with the programme if it affected them materially. Most of these people are just ignorant, lazy free riders.
Phoebe Arslanagić-Little@PMArslanagic

Parents in the UK who choose not to vaccinate their children should not be eligible for benefits. That includes no Child Benefit and no free childcare. All children need to be vaccinated against killer diseases like Meningitis B and measles.

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Guy Myles
Guy Myles@guybmyles·
@s8mb Should we make the unvaccinated were a marking on their clothing. Maybe a cross or a star. For our protection obvs
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Sam Bowman
Sam Bowman@s8mb·
It should also be a basic condition of the right to live in Britain, if you are not a citizen, that you and your children are vaccinated against serious infectious diseases for which there are easily-available vaccines. No jab, no visa.
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Guy Myles
Guy Myles@guybmyles·
@TheEVuniverse @thomasforth @ramez I notice the adoptions comes with an unusual government incentive in Europe. The weight of electric trucks is higher and would require up to a 20% reduction in loads to stay within limits. Governments have increased the weight limits for electric trucks to remove this cost.
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Guy Myles
Guy Myles@guybmyles·
@MerrynSW I think the benefits of productivity have to be passed on in lower prices and not retained as profit. If it’s profit we are all screwed because the economy won’t grow
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Merryn Somerset Webb
Will AI make you happy? It's possible. But right now it looks like it means mass unemployment - which in turns means a hideous expansion of welfare and hence the size of the redistributing state. That will make no one happy. So what's the point? bloomberg.com/news/newslette…
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Guy Myles أُعيد تغريده
Cassandra Unchained
Cassandra Unchained@michaeljburry·
Must read - this is free and not me. @georgenoble/note/c-226667679?r=4repfn&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@georgenoble/n… This is the most SHAMELESS structural manipulation of a major index I've ever seen. SpaceX is preparing what could be the largest IPO in history. Target valuation: $1.75 trillion. That would make it the sixth-largest company in America on day one. And Nasdaq wants the listing so badly they're literally CHANGING how the Nasdaq-100 works. In February, Nasdaq published a "consultation" proposing sweeping changes to how companies enter the index. The timing is pure coincidence, of course. Just like it's pure coincidence that SpaceX has reportedly made fast index inclusion a CONDITION of listing on Nasdaq. Here's what they're proposing: A new "Fast Entry" rule would let any newly listed company whose market cap ranks in the top 40 of current Nasdaq-100 members get added to the index after just 15 trading days. No seasoning period. No liquidity requirements. Completely exempt from the standards every other company had to meet. Currently, new public companies typically wait up to a year before they're eligible for major index inclusion. That waiting period exists for a reason. It lets the market establish real price discovery. It protects passive investors from being forced into untested, illiquid stocks. And Nasdaq wants to throw all of that out. For ONE listing. But the Fast Entry rule isn't even the worst part... The real scandal is the 5x float multiplier. Right now, the S&P 500 uses a free-float adjusted methodology. If only 5% of a company's shares are available for public trading, the index weights you at 5% of total market cap. That's common sense. You weight a company based on what investors can actually buy. Nasdaq's current methodology already uses total market cap rather than free-float for weighting. But for very low-float stocks, they at least had a 10% minimum float threshold. Under the new proposal, that threshold DISAPPEARS entirely. Instead, any stock with less than 20% free float gets weighted at FIVE TIMES its actual float percentage, capped at 100%. Do the math on SpaceX: If SpaceX IPOs at $1.75 trillion and floats 5% of its shares, there would be roughly $87.5 billion worth of stock available for public trading. Under Nasdaq's proposed 5x multiplier, the index would weight SpaceX at 25% of its total market cap. That means passive funds would be forced to buy as if SpaceX were a $437.5 billion company. But only $87.5 billion of stock actually exists in the market. You are forcing hundreds of billions in passive buying into a $87.5 billion float. QQQ alone manages nearly $400 billion. The total Nasdaq-100 ecosystem represents over $1.4 trillion in exposure across ETFs, mutual funds, structured notes, and derivatives. Every single passive vehicle tracking this index would be REQUIRED to buy SpaceX at whatever price the market dictates. On Day 15. With zero price discovery. Zero track record as a public company. And a float so thin you could read through it. So what this actually does is it creates a structural wealth transfer mechanism. The passive bid from index funds pushes the stock price higher. That higher price benefits exactly one group of people: the insiders and early investors who own the other 95% of the shares. And when lock-up periods expire 90 to 180 days later? Those insiders sell into the artificially inflated passive bid. Your 401(k) is the exit liquidity. This is the fundamental corruption of indexing. Indexing used to be brilliant. Low cost. Efficient. You were free-riding on the price discovery done by active managers. The index reflected the market. Now the index IS the market. Trillions of dollars flow blindly into whatever the index tells them to buy. And the people who control the index methodology are changing the rules to serve the interests of a single IPO candidate. The S&P 500 requires companies to have at least…
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Guy Myles
Guy Myles@guybmyles·
@izakaminska Sounds cool but how does this square with national accounts showing corporate profitability as a % of gdp at all time highs. It’s hard to say that the US problem is that profits are too low
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Izabella Kaminska
Izabella Kaminska@izakaminska·
THREAD: Why the private credit crisis is just the West’s version of “involution” 1/ In my latest piece for TBS I argue that the West's growing private credit crisis represents its own version of China's economic "involution" — a liquidity-driven form of economic growth that produces enormous activity and capital deployment but progressively weaker underlying returns.
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Guy Myles
Guy Myles@guybmyles·
@endless_frank I wouldn’t want to be a war asset because you become a target. What would happen to the company if an adversary was shooting the satellites down
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS Whoever has the most capable satellites has a clear advantage at war, and WE HAVE THE MOST CAPABLE SATELLITES. 🅰️
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Guy Myles
Guy Myles@guybmyles·
@AlokSharma_RDG @SSE With hindsight this looks like the ancient general’s tactic of burning the boats to prevent retreat. Was this wise given our issue with energy security today? Could we have kept coal in the energy mix to make our country safer?
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Rt Hon Lord Alok Sharma
Rt Hon Lord Alok Sharma@AlokSharma_RDG·
This morning I triggered the demolition of the boiler house and two chimney stacks at ⁦@SSE⁩’s Ferrybridge C coal-fired power plant Consigning coal power to history in action! #COP26
Rt Hon Lord Alok Sharma tweet mediaRt Hon Lord Alok Sharma tweet media
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Guy Myles
Guy Myles@guybmyles·
@rcolvile Perhaps they should rebrand to ‘propaganda not truth’
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Robert Colvile
Robert Colvile@rcolvile·
I had a pop the other day at Hope Not Hate's latest 'State of Hate' report. In my column today, I highlight two more areas where the report brazenly misrepresents its own polling - on Putin and Christianity. (1/?)
Robert Colvile tweet media
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Guy Myles
Guy Myles@guybmyles·
@SebC__ Is this “I will always love you”??? Hahaha
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Guy Myles
Guy Myles@guybmyles·
This is the best opinion piece imo on what is really behind the Epstein scandal and how it links to wider culture unherd.com/2026/02/on-can…
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Bobbie
Bobbie@bo66ie29·
Summertime memories from the pretty seaside town of Padstow, Cornwall, in the 1950s/1960s.
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Michael Cox
Michael Cox@Zonal_Marking·
@IamAustinHealey Truly shocking that a group of blokes drawn primarily from expensive private schools display a sense of entitlement. I cannot believe this!
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Austin Healey
Austin Healey@IamAustinHealey·
This might be wrong but heyho !! I get the sense the desire isn’t there?? almost a sense of entitlement! The team looks like it’s going through the social media motions..I can’t see the fear anymore ..the hunger. If you’re a current player good … prove me wrong/right but WIN
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Guy Myles
Guy Myles@guybmyles·
@notabigdeal111 @Milajoy Decibel readers on their chests??? Come on - this is obvious rubbish. They are mocking you
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3 Aces
3 Aces@notabigdeal111·
@guybmyles @Milajoy seems legit to me. Why would anyone behave the way those people do? They must be getting paid.
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Mila Joy
Mila Joy@Milajoy·
This paid protestor/agitator discusses what he charges for different levels of RAGE when “protesting”. We always knew the protests weren't organic. This guy PROVES it.
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Guy Myles
Guy Myles@guybmyles·
Great post. Interesting and detailed
Chris Martz@ChrisMartzWX

Good question. Sure, I can break my stance on climate change down for you to the best of my ability. Grab some popcorn! 🍿 First, the Earth has warmed up by ~1.2°C since 1850, though nobody knows precisely how much because of data quality issues (e.g., uneven station distribution; fragmented records, especially outside of the United States; station siting changes; and urban heat island contamination) that have not been, based on some of the evidence I have seen. But, I have no doubt that the Earth is slightly warmer than it was 175 years ago or that 𝑠𝑜𝑚𝑒 warming is due to carbon dioxide (CO₂) emissions. Second, contrary to what the online army of alarmist foot soldiers have 𝑚𝑖𝑠𝑙𝑒𝑑 people to believe, there are not really any so-called “fingerprints” that distinguish human-caused global warming from warming caused by other factors. Numerous peer-reviewed papers claim to have found a human “fingerprint,” but the only evidence that they have presented is that the anomaly of interest is 𝑐𝑜𝑛𝑠𝑖𝑠𝑡𝑒𝑛𝑡 𝑤𝑖𝑡ℎ anthropogenic warming, but they fail to note that said anomaly would also be consistent with natural warming. A reduction in cloud cover, for example, would allow more sunlight into the climate system, which would warm the oceans. A warmer ocean—all else being equal—increases the rate of evaporation, which raises the vapor pressure (humidity) contributing to polar amplification and faster land warming than the ocean (e.g., Compo & Sardeshmukh, 2008). 🔗link.springer.com/article/10.100… / open-access: psl.noaa.gov/people/gilbert… All warming, natural or man-made, results in: 1⃣ The higher latitudes warming faster than the mid-latitudes and tropics. 2⃣ Land heating up faster than the oceans. An increase in solar forcing would have essentially the same material effect, although we can probably rule that out as the cause since sunspot activity has been declining in recent decades. But the sun does affect our climate system in ways that have not really been thoroughly researched. In any case, the 𝒃𝒆𝒔𝒕 empirical evidence that I have seen to suggest that there is probably at least some anthropogenic “fingerprint” on recent temperature increases is stratospheric cooling. First, understand that in atmospheric physics, heat flux is measured as the power—measured in Watts (that is, Joules per second)—standardized per square meter of surface area. Next, the average radiation flux into the atmosphere is on the order of 239 ± 3.3 W/m² of absorbed solar radiation (ASR) averaged over a year (Stephens et al., 2012). This means that in order to maintain a constant surface air temperature the Earth's surface must emit 239.7 ± 3.3 W/m² back to outer space. 🔗nature.com/articles/ngeo1… / open-access: researchgate.net/publication/26… Global warming theory maintains the direct radiative forcing of doubling atmospheric CO₂ concentrations (RF 2×CO₂) is 3.7 ± 0.4 W/m² (IPCC TAR, 2007). That means the net outgoing longwave radiation to space is reduced by 3.7 W/m², which creates an Earth energy imbalance (EEI) leading to a slight warming tendency in the troposphere (surface to ~13 km altitude). 🔗ipcc.ch/site/assets/up… (p. 357) In the stratosphere (~13-50 km altitude), this causes a cooling tendency because less infrared radiation (IR) flux is moving up from below. These relationships were first demonstrated in Manabe & Strickler (1964). 🔗journals.ametsoc.org/view/journals/… NASA satellite measurements indicate that cooling in the stratosphere has been observed since the late 1970s, although there has been very little cooling over the last 25 years, all the while the troposphere has continued to warm. 🔗nsstc.uah.edu/data/msu/v6.1/… That means that most of the warming observed since 2000 is likely natural OR perhaps caused by a reduction in stratospheric sulfate aerosol concentrations, in part an artifact of stricter pollution regulations in recent years. But, yes, I would agree with most scientists that the cooling observed in the stratosphere, at least that from the 1970s to 2000, is most likely a result of CO₂ forcing. So what? What happens in the troposphere in response to CO₂ forcing is a lot more nuanced. Why? Because in the lower atmosphere, we have feedbacks (largely cloud-related) and precipitation processes that affect the atmospheric radiation budget far more than CO₂. And, how exactly clouds will respond to tropospheric warming, if at all, is not well understood (and by extension, not well-modeled). What we do know, theoretically speaking, is that the direct warming effect of doubling atmospheric CO₂ (RF 2×CO₂) is actually very small; it is on the order of ~1°C (Wijngaarden & Happer, 2020). 🔗arxiv.org/abs/2006.03098 However, amplifying (or dampening) feedbacks that kick in as a response to forcing mean that the real-world value—the equilibrium climate sensitivity (ECS)—will be higher (lower) than the ~1°C figure that you derive from radiative transfer calculations. Three pieces of critical information remain unknown: 1⃣ Exactly how much warming has been man-made (since, let's say, 1950). We still don't know the answer to this because the coefficients that are used to ascribe anthropogenic versus natural forcings are all computed from computer modeling, not physical measurements. 2⃣ What the exact value of ECS is. 3⃣ Even if global warming is entirely man-made, is it really a net drawback to civilization? To break it down: • If ECS is <3°C, the climate system is largely insensitive to GHGs, and impacts are exaggerated. • If ECS is ≥3°C, the climate system is very sensitive to GHGs, and the warming could be a concern. The IPCC’s “best estimate” of Earth's ECS is 3.0°C with a range of 2-5°C. 🔗ipcc.ch/report/ar6/wg1… (pp. 44-45) In 1994, using NASA's real-world bulk atmospheric temperature data, Drs. John Christy and Richard McNider from the University of Alabama in Huntsville (UAH) calculated the climate sensitivity by removing the effects of El Niño / La Niña and volcanic aerosol injection (e.g., El Chichón, 1982; Mt. Pinatubo, 1991). They found that the human-induced warming rate is about 0.09°C / decade (lower than observations of actual temperature increase). This, by the way, came with the stipulation that unknown mechanisms of internal variability or external forcing are assumed to remain zero. 🔗nature.com/articles/36732… The authors validated their 1994 findings in McNider & Christy (2017). Specifically, they found a near-identical anthropogenic warming rate of only 0.096°C / decade and a transient climate response (TCR) of 1.10 ± 0.26°K. 🔗 link.springer.com/article/10.100… / open-access: sealevel.info/christymcnider… Many other recent studies (e.g., Lewis & Curry, 2018; Scafetta, 2021; Spencer & Christy, 2023; Lewis, 2025) have all estimated ECS to be far lower than the IPCC AR6's “best estimate.” 🔗journals.ametsoc.org/view/journals/… 🔗mdpi.com/2225-1154/9/11… 🔗link.springer.com/article/10.100… 🔗acp.copernicus.org/articles/25/88… The jury is still out. 🤷‍♂️ What's more, in order to reliably detect anthropogenic influence on the climate system, the EEI must be known to the nearest 0.1 W/m² (e.g., Von Schuckmann et al., 2016; Gebbie, 2021). 🔗nature.com/articles/nclim… / open-access: nora.nerc.ac.uk/id/eprint/5127… 🔗annualreviews.org/content/journa… However, the aforementioned Stephens et al. (2012) estimates the EEI to be 0.6 ± 0.4 W/m², which is eight times larger than the anthropogenic detection limits. And, the natural top-of-atmosphere (TOA) flux has a 6.6 W/m² margin of error, which is 66 times larger than the detection limits. This range of uncertainty remains in newer estimates, such as Loeb et al. (2021), which estimates EEI to be 1.12 ± 0.48 W/m². 🔗agupubs.onlinelibrary.wiley.com/doi/10.1029/20… This means that 𝑚𝑜𝑠𝑡 (not all!) of the observed global warming since 1950 could be natural and scientists would never know for certain. Alternatively, warming could be mostly man-made, but, even if that happens to be the case, SO WHAT? That doesn't mean it is an existential crisis. The big unknown here are CLOUDS. ☁️ This is because (a) cloud albedo has far more impact on the atmospheric radiation budget than CO₂, and (b) how clouds change in response, if at all, to the CO₂ forcing is unknown. What's more, cloud cover can (and does) change naturally without our assistance for any number of chaotic reasons (e.g., El Niño / La Niña activity; ocean circulation changes; cosmic ray flux; etc.). Case in point, even a small decrease in global cloud area fraction (CAF) can more than offset any temperature rise caused by CO₂. Song et al. (2016), for instance, found that, 🗨️ “[𝐴]𝑙𝑡ℎ𝑜𝑢𝑔ℎ 𝑡ℎ𝑒 𝑔𝑟𝑒𝑒𝑛ℎ𝑜𝑢𝑠𝑒 𝑒𝑓𝑓𝑒𝑐𝑡 𝑐𝑎𝑛 𝑏𝑒 𝑒𝑛ℎ𝑎𝑛𝑐𝑒𝑑 𝑏𝑦 𝑖𝑛𝑐𝑟𝑒𝑎𝑠𝑖𝑛𝑔 𝐺𝐻𝐺𝑠 𝑎𝑛𝑑 𝑤𝑎𝑡𝑒𝑟 𝑣𝑎𝑝𝑜𝑟 𝑖𝑛 𝑡ℎ𝑒 𝑎𝑡𝑚𝑜𝑠𝑝ℎ𝑒𝑟𝑒, 𝑖𝑡 𝑐𝑎𝑛 𝑏𝑒 𝑤𝑒𝑎𝑘𝑒𝑛𝑒𝑑 𝑏𝑦 𝑑𝑒𝑐𝑟𝑒𝑎𝑠𝑖𝑛𝑔 𝑐𝑙𝑜𝑢𝑑𝑠. 𝐼𝑓 𝑡ℎ𝑒𝑠𝑒 𝑡𝑤𝑜 𝑎𝑐𝑡𝑖𝑜𝑛𝑠 𝑜𝑓𝑓𝑠𝑒𝑡 𝑒𝑎𝑐ℎ 𝑜𝑡ℎ𝑒𝑟, 𝑎 ℎ𝑖𝑎𝑡𝑢𝑠 𝑜𝑓 𝑡ℎ𝑒 𝑔𝑙𝑜𝑏𝑎𝑙 𝑔𝑟𝑒𝑒𝑛ℎ𝑜𝑢𝑠𝑒 𝑒𝑓𝑓𝑒𝑐𝑡 𝑤𝑖𝑙𝑙 𝑟𝑒𝑠𝑢𝑙𝑡.” 🔗nature.com/articles/srep3… While it is politically popular for people to splinter into one of the two tribalistic camps that either (a) increasing CO₂ has zero effect on the climate, or (b) that it will lead to Al Gore's Armageddon, the truth is probably somewhere in the middle of those extremes.

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Guy Myles
Guy Myles@guybmyles·
@Blue_Footy Maresca saw santos in training every week. He didn’t play him for other reasons - he can’t see talent or he is so fixed to a formation he couldn’t adapt to play him
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Vince™
Vince™@Blue_Footy·
People had a go at the Sporting Directors for hiring Rosenior but this is a guy that has been working under them for more than a year. They had first hand info on his work at Strasbourg. That's 100x better than interviewing a stranger. The benefits of that work at Strasbourg is already benefiting players like Santos and Sarr, with Emegha to come next season. It's a lot easier now to make decisions on players at Strasbourg. If he says "this guy is good, bring him to Chelsea", please don't argue. And he actually trusts them because he knows them inside out. It's easier for him to trust Santos and Sarr than it was for Maresca who barely knew them and the same would've happened if we had signed a coach outside BlueCo to replace Maresca. I always say, let's not be quick to judge because you can't tell until it plays out. So far, Rosenior has been a top signing.
Vince™ tweet media
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Guy Myles
Guy Myles@guybmyles·
@Blue_Footy He already looks elite. Our progression of the ball is so much better now he is in that role. He is very good without the ball and strong in the air too.
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Vince™
Vince™@Blue_Footy·
Andrey Santos has a higher ceiling than Bruno Guimaraes, who is rated at £100m by Newcastle United in the market. Just a clue about what BlueCo is all about. If we are patient, we will achieve great results. There is a lot of world-class potential at the club.
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Guy Myles
Guy Myles@guybmyles·
@Freddygray31 @MrWinMarshall The bond market crisis if this happened would be much more serious than the Liz Truss episode because we would have economy destroying policies without any prospect of offsetting stimulus. Maybe the earlier we have a crisis like this the better long term.
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Freddy Gray
Freddy Gray@Freddygray31·
Some are born great, some achieve greatness, and some have greatness thrust upon 'em …
Freddy Gray tweet media
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