Kevin Taylor

1.8K posts

Kevin Taylor banner
Kevin Taylor

Kevin Taylor

@ActiveValue1

Full-time investor focused on UK small caps. Former CFO, investment banker & trainee actuary. Sometimes called JakNife, sometimes "Evil Banksta", often worse!

London Katılım Mayıs 2011
345 Takip Edilen1.2K Takipçiler
Kevin Taylor retweetledi
Jim Bianco
Jim Bianco@biancoresearch·
*UK 30-YEAR YIELD CLIMBS TO 5.76%, HIGHEST SINCE 1998 -- On September 27, 2022, the 30-year UK hit 4.99%. This was so intolerable that UK Prime Minister Liz Truss was forced to resign. Today, the UK's 30-year yield is 77 bps higher.
Jim Bianco tweet media
English
144
793
2.3K
260.3K
Kevin Taylor retweetledi
John Kennedy
John Kennedy@SenJohnKennedy·
My Democratic colleagues are big fans of Prime Minister Keir Starmer. His loony, woke ideas give Rep. Ocasio-Cortez a run for her money—which is why he’s polling right up there with gonorrhea.
English
573
3.8K
21.4K
238K
Kevin Taylor
Kevin Taylor@ActiveValue1·
@GaryNTrader I think that you’re missing the point Gary. Do people who are atheists get stabbed for being atheist? When was the last time that a Christian was stabbed in the UK just for daring to be Christian?
English
1
0
2
83
Gary Newman
Gary Newman@GaryNTrader·
Why don’t we see headlines such as ‘Christian gets stabbed’ or ‘Atheist gets knifed’. Setting a dangerous precedent making any crime all about religion - especially if it does turn out the perpetrator was mentally ill! All people and all beliefs are equal.
English
3
0
12
475
Kevin Taylor retweetledi
Andrew Neil
Andrew Neil@afneil·
UK 10-year gilts (government borrowing) went over the totemic 5% yield today.
English
204
732
3.3K
189.1K
Kevin Taylor retweetledi
Handre
Handre@Handre·
Sweden's socialist experiment collapsed so spectacularly in the 1990s that even the Social Democrats had to abandon their own system and embrace free markets. By 1990, Sweden faced a full-blown economic crisis. Government spending had ballooned to 67% of GDP. Marginal tax rates hit 102% (literally paying the state to work). Public debt exploded. The banking system collapsed under the weight of government-directed credit allocation. Unemployment skyrocketed to 12%. The Swedish model had delivered exactly what free market economists predicted: economic stagnation, capital flight, and fiscal collapse. The government had no choice but to deregulate. They privatized telecommunications, postal services, railways, and electricity. They abolished exchange controls and financial market regulations. They cut government spending from 67% to 49% of GDP. They reduced the top marginal tax rate from 87% to 57%. They opened domestic markets to foreign competition and eliminated price controls across entire sectors. The results were immediate and undeniable. GDP growth accelerated from near-zero to 4% annually through the late 1990s. Unemployment plummeted to 4% by 2000. Productivity surged as companies like Ericsson and Volvo competed globally without government interference. Swedish startups like Skype and Spotify emerged from the newly liberalized economy. Foreign investment flooded back as Sweden transformed from socialist basket case to competitive market economy. Capitalism worked once Sweden removed socialist barriers to growth and competition. Yet, today it is paraded as a socialist success story😂.
Handre tweet media
English
165
1K
3.4K
320K
Kevin Taylor retweetledi
Beth Rigby
Beth Rigby@BethRigby·
Quick take: Back to the no smoking gun. Badenoch sums it up: "I cannot accuse the Prime Minister of deliberately misleading the House, but everyone can see what has happened here. This was not due process. Everyone knows the price of misleading the House. Will the Prime Minister finally take responsibility and go?" The Q on Thursday night was has the PM knowingly misled the House, that he's cleared of... BUT the impression it leaves: pressure to get appointment done, lack of attention to vetting, trying to rush it through, ignoring red flags raised before the appointment announced, putting Mandelson in and giving him case-by-case access to docs despite his background, the sacking & then blaming of Robbins. It looks terrible for a PM that promised to lead a government of integrity, accountability and stability
English
228
127
777
350.7K
Kevin Taylor retweetledi
Fraser Nelson
Fraser Nelson@FraserNelson·
The 'Rhodesia Solution': How to use word tricks to 'disclose' a scandal to a Prime Minister while allowing him not to act. And to say, later on, that he wasn't really told...
English
116
1.5K
6.2K
503.8K
Kevin Taylor retweetledi
Steven Swinford
Steven Swinford@Steven_Swinford·
Exclusive from @patrickkmaguire and @oliver_wright * Labour's internal MRP polling is said to be apocalyptic, in the capital and beyond. Labour is on course to lose *every one* of the 50 seats it holds in Sunderland, home to Bridget Phillipson, the education secretary. Most are predicted to go to Reform * London, where all councils are up for election, is expected to be especially challenging. There are fears that the Greens could make significant gains in Camden, where Starmer’s seat is located, as well as Hackney, Lewisham and Lambeth * Labour officials are so concerned by the threat now posed by the Greens in the central London councils they have long won by landslides that they have diverted almost all the party’s campaigning resources to contests in the heart of the capital * One minister said that a bad night in London would be “existential” for ­Labour, given how many of its members were based there. The party leaders are well aware that Labour MPs are holding 59 out of the capital’s 75 parliamentary seats * The minister added that the elections looked set to show that there were “no safe seats” for Labour, adding that they feared it was going to be a “bloodbath”. thetimes.com/uk/politics/ar…
English
270
825
2.4K
441.4K
Kevin Taylor retweetledi
Guido Fawkes
Guido Fawkes@GuidoFawkes·
Hello @AngelaRayner Podcast sounds good. Anyway: • Where did you actually live between 2007 and 2015? If it was Vicarage Road, why do multiple neighbours say they never saw you there? If it was Lowndes Lane, why were you registered on the electoral roll at a different address for six years? • Why did you give Lowndes Lane as your address when re-registering your children’s birth certificates in October 2010, just weeks after your wedding, while you were simultaneously registered to vote at Vicarage Road? Which document was wrong? • Why was your brother Darren Bowen listed on the electoral roll at Lowndes Lane with your ex-husband Mark Rayner for several years? Was he living there as a tenant? And if you had moved out of Vicarage Road, was that property claiming a single person’s council tax discount it was not entitled to? • Why was Labour reported to have used party funds to hire Jonathan Peacock KC to review your stamp duty position on your Hove flat? And given that you also claimed in 2024 to have taken “expert tax and legal advice” confirming no capital gains tax was owed on the council house sale, who paid for that advice? Did Labour cover that as well?
Steven Swinford@Steven_Swinford

Exclusive: Angela Rayner is preparing to launch a podcast called Beyond the Bubble as she seeks to broaden her appeal before a potential Labour leadership contest The former deputy prime minister has interviewed Lord Gove, the former Tory cabinet minister, as the star guest on the pilot, which is focused on housing Rayner and Gove both served as housing secretaries and the two recently gave evidence together to a parliamentary committee about leasehold reform. Both championed legislation to give leaseholders and renters more rights while they were in office The two are understood to get on well despite their political differences. Gove, who is now editor of The Spectator, is said to have joked to Rayner after their appearance before MPs that she had been like Annie Lennox to his Dave Stewart from Eurythmics In the first episode Rayner conducts other interviews with people across the country about housing. The show was produced by Global, which owns the radio station LBC, but it is not yet clear if it has signed off a full series thetimes.com/article/468db5…

English
51
1K
3.5K
163.3K
Kevin Taylor retweetledi
Vesper
Vesper@vesperdigital·
No one has ever captured so precisely the sinister ideology of Liberals and Socialists better than Margaret Thatcher! EVER! "Socialists just don't like ordinary people choosing, for they might NOT choose Socialism." Level 100 Boss!!! 🫡
English
135
3.2K
10.7K
174.4K
Kevin Taylor retweetledi
Guido Fawkes
Guido Fawkes@GuidoFawkes·
'Never crossed my desk' Starmer has spent the week 1) admitting that he was told about Mandelson’s ongoing friendship with Epstein post-conviction and 2) claiming that Mandelson was dishonest about that very thing. Here is every scandal Starmer has pleaded ignorance over: -Peter Mandelson & Epstein: Didn’t know about the “depth” of Mandelson’s friendship with Epstein despite being told about it in an official vetting document. -Football Regulator Appointment: Accidentally approving the appointment of David Kogan despite being recused from football matters. -Israeli Football Fan Ban: The UK Football Policing Unit told the Home Office about the restrictions on visiting fans from Maccabi Tel Aviv the week before it was announced. Number 10 said no one told Starmer. -China Espionage Case: Not involved, never saw anything, it was only Matt Collins. -The first Mandelson & Epstein: “Had I known then what I know now, I’d have never appointed him.” -Louise Haigh’s Criminal Record: Claimed there was “further information” that was revealed to him that led to her sacking. -Rayner’s First Housing Scandal: Didn’t need to see the ‘legal advice’ claiming appropriate capital gains tax was paid. -Grooming Gangs Prosecutions: “Decisions were made by subordinates or that he was not briefed on relevant cases.” -Andrew Malkinson’s Wrongful Conviction: “Never crossed his desk.” -Post Office Scandal: “I didn’t see these particular cases. I don’t even know yet what they were about, whether they come within the cohort that is of concern.” -Al-Fayed Investigation: “These decisions did not cross my desk.” -Savile: Starmer has always said that he was never aware the CPS even looked into Savile between 2007 and 2009.
Guido Fawkes tweet media
English
196
1.4K
3.2K
83.1K
Kevin Taylor retweetledi
Sama Hoole
Sama Hoole@SamaHoole·
Activist: "Every cow adds carbon to the atmosphere." Farmer: "Only if the total number of cows is increasing." Activist: "What?" Farmer: "Stable populations are carbon neutral. Methane breaks down in twelve years back to CO2. Same CO2 the grass absorbed last year." Activist: "But it's still emissions..." Farmer: "It's a cycle. Carbon goes: grass to cow to methane to CO2 to grass. Round and round." Activist: "That's not how it works." Farmer: "That's exactly how the biogenic carbon cycle works." Activist: "I've never heard of that." Farmer: "Because admitting ruminants are climate neutral doesn't sell plant-based products." Activist: "You're making this up." Farmer: "Published research. Look up 'biogenic carbon cycle.' I'll wait."
Sama Hoole tweet media
English
861
14.3K
60.8K
2.5M
Kevin Taylor
Kevin Taylor@ActiveValue1·
^^ including a suggestion on honouring Mark Bentley's memory by supporting The FT Financial Literacy & Inclusion Campaign, which I’ll certainly be doing myself.
Peter Higgins (conkers)@conkers3

🔥#TWINPETESINVESTING #Podcast 172: How & where to find winning stocks despite a market sell-off. #EXPN #RELX $CAT #CNA #RKT #SpaceX #SMT #EWI #USA #MNTN #WG. #Anthropic #MKA @marben100 Charity Fundraise🙏 conkers3.com/twin-petes-inv… youtu.be/yt3305AQ8BU?si… open.spotify.com/episode/4Md4sj…

English
1
2
3
1.2K
Kevin Taylor retweetledi
Puppies 🐶
Puppies 🐶@Puppieslover·
This is Pink She's a Border Collie who absolutely owns the Westminster agility course blazing through with a flawless 31.23-second run and zero faults. Pure focus, incredible Border Collie speed and Agility. What a legendary good girl!
English
47
260
2.5K
85.6K
Kevin Taylor retweetledi
Mark Thompson
Mark Thompson@METhompson72·
My #tungsten view: 2025 110kt market in a 3% deficit Chinese mine supply -10% Military demand +10kt Market growth +2.5% EU, USA, China stockpiles: 5kt? Demand 30kt > supply. Inventory = 0 Not about price now, but availability at any price. $2,000 APT soon. $EQR $TUN
English
6
16
147
20.7K