@MrMBrown It’s actually quite refreshing when sell side / smart people come out and say “I don’t know”. Doesn’t happened enough!
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Jonathan Raymond
11.6K posts
Jonathan Raymond
@JonathanRaym
Welsh. Investment Manager at @QuilterCheviot. Farmer's son and sports lover. Tweets not investment advice
Berkshire 가입일 Şubat 2012
637 팔로잉1.1K 팔로워
Where would we be without prescient sell-side analysis like this...
*GOLDMAN: DIFFICULT TO PREDICT EFFECTS OF CONFLICT AGAINST IRAN
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@robertgiannotti The very best of days. The atmosphere was one of the best I can remember and a great win.
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@JonathanRaym Hope you and your boy had a fantastic time yesterday.
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I've been preaching performances> result more then Steve Hansen circa 2003.
This is encouraging.
Sure the boys will be blowing in the last 15 mins, but it's something to be hopeful for as we build.
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The best of days. Nothing quite like Cardiff on Six Nations Day.
The sun shone and we put in a great performance and got a win!
Not bad for George’s maiden visit to the @principalitysta 🏴
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@jamierkennedy We stayed in Belmullet when we played Carne and Enniscrone. . It was lovely, a typical west coast of Ireland town where everyone knew everyone and the welcome was warm.
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If anyone has a recommendation on where to stay (near Carne/Enniscrone), let me know.
Bars, towns, coffee, sights, all welcome.
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Just putting the finishing touches on an itinerary for an Ireland roadtrip this summer.
🇮🇪 Enniscrone
🇮🇪 Carne
🇮🇪 County Sligo
🇮🇪 Strandhill
🇮🇪 County Louth
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I’m going to London in September after Dornoch & Lofoten. Do I revisit favourites or add in something new? Perhaps one of the W’s I have not been to?
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@Top100golfquest It’s my favourite of them and I’m going back in August for the 3rd year in a row.
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@robertgiannotti Block M16 row 10. Taking my 7-year old for his first visit, I’m absolutely psyched. I hope and assume that half of Wales will be in Cardiff for it!
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@JonathanRaym Are you going? We've got front row tickets in the upper tier. Can't wait - it's so nice having a bit of hope.
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@Frencheconomics Strong twitter game this week Simon. You clearly woke up Monday morning and chose violence!
PS in strong agreement on pretty much everything you’ve said.
GIF
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Whilst UK’s energy policy makes no sense to anyone with half a brain the inflation yield premium from a global energy shock will be outsized for the UK. Someone at HMT needs to give someone in DESNZ a bollocking.
Julian Jessop@julianHjessop
The UK is still an outlier on the cost of government borrowing even though Rachel Reeves has *checks notes* "fixed the foundations"... 👍
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@Finumus1 Listening to a myriad of American podcasts, I’m totally with you cc @awealthofcs
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Only an American could confuse wealth and class.
Nick Maggiulli@dollarsanddata
Every day I'm more convinced that these are the new economic classes in the U.S. (based on net worth, not income)
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Also available on the @QuilterCheviot YouTube channel as well as Apple Podcasts and Spotify
youtu.be/6YrSfhMDUFU?si…
YouTube
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Taking Stock - After The Bell 🎙️
Episode 61: Bricks over Bytes
We discuss why investors are favouring 'bricks over bytes', the contrasting fortunes of software and semiconductor stocks, global market leadership so far this year and what softer inflation and interest‑rate expectations mean.
And James's skiing holiday.
quiltercheviot.com/news-and-event…
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When's all that German defence spending going to show up in the data? Erm, now.
Stunning chart from @asr_london
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@darioperkins SOMEONE ON THE INTERNET IS WRONG - possibly my favourite genre of Perkins Twitter.
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OH NO that bullshit narrative is going to start up again. "Without AI capex........." 😭
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