Matthew Earl

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Matthew Earl

Matthew Earl

@Lordshipstrade

Managing Partner of ShadowFall, a short-focused hedge fund. Assume @ShadowFallCR holds a short position in Issuers discussed. Formerly, https://t.co/hCdW06tJCd

London, England Katılım Temmuz 2014
482 Takip Edilen8.1K Takipçiler
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S@_Financeguy·
@Lordshipstrade @Frencheconomics This might be of interest - it looks at the historic correlation of wind and solar generation in the UK. As you can see they are highly inversely correlated so a system with both had higher reliability than one which has only one or the other
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S@_Financeguy·
@Lordshipstrade @Frencheconomics The electricity market has almost no inventory so all demand must be met on real time by generation. That means that in the absence or regs the market clears at a level at which some customers are not supplied. But in a network where the product is fungible that means blackouts
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Matthew Earl
Matthew Earl@Lordshipstrade·
I’d be very interested to see this. Have you undertaken this energy portfolio optimisation analysis and if so are you willing to share? Or if not can you kindly point to where it is available? Also, whose viewpoint is it from? A producer, government or a consumer? Is tax taken into account? Thanks
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S@_Financeguy·
@Frencheconomics That involves exactly the same kind of analysis as you might do for a stock portfolio - you should look at correlations of output v cost and try to find the portfolio of energy and generating assets with the lowest cost for each level of risk. Then you decide on the risk level ..
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David Davis MP
David Davis MP@DavidDavisMP·
For those of you interested in jury trials, this is Parliament at its best. 👇
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John Cleese
John Cleese@JohnCleese·
Please, PLEASE... Read what Trevor Phillips has to say
J Stewart@triffic_stuff_

🚨BOMBSHELL EXPOSÉ: TREVOR PHILLIPS RIPS LID OFF LABOUR'S GROOMING GANGS COVER-UP 💣 Keir Starmer and the Labour Party Sabotaging National Inquiry to Hide Racial Targeting of White Girls and Decades of Failure in Their Own Councils In a devastating intervention, Sir Trevor Phillips has blown the whistle on what he calls a deliberate political cover-up at the heart of Britain's grooming gangs scandal. The former Equality and Human Rights Commission chair accuses Labour of sabotaging the national inquiry because of its explosive racial implications — and because so much of the abuse took place under Labour-controlled councils that did nothing to stop it. “The government clearly never wanted these two things to be put together,” Phillips declared. He points to Labour's efforts to downplay “the intersection of race and sexual predation,” insisting the perpetrators deliberately targeted victims because they were white and outside the groomers' community. “These children are chosen because of their race. They are chosen because they are white and because they’re outside the community of the groomers.” Phillips highlights the chilling uniqueness of these crimes: unlike typical child abuse kept hidden, grooming gangs operate in plain sight — with perpetrators knowing they are shielded. “The other thing is these people know that they are protected. They’re protected politically, they’re protected by social workers, they’re protected by local police. That is the scandal here.” He pulls no punches on why a full reckoning has been avoided: “Much of this took place in local Labour councils and the authorities who were supposed to be watching over this, stopping it, monitoring it and all the rest of it were controlled by those councils and they did nothing.” This is not just institutional failure — it's a politically motivated shield thrown over horrific, racially aggravated sexual exploitation that went on for years under Labour's watch. Right now, they deserve justice — and Britain deserves the full, fearless national inquiry that has been denied for far too long.

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Matthew Earl
Matthew Earl@Lordshipstrade·
The Minister responsible for @UKLabour's ghastly Digital ID scheme, is not only unethical for his alleged targeting and smearing of reporters, but apparently also inept. What more could one ask for in terms of overseeing Digital ID's ... poor moral code and complete incompetence.
Dan Bloom@danbloom1

EXCL: Josh Simons has accidentally messaged details of his case to a mass WhatsApp group of 2024-intake Labour MPs today The message (swiftly deleted) said: "Jonny rang, PM will ask Laurie to look in to it. Aim is to move fast. But PET did find I had not broken the code."

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Matthew Earl
Matthew Earl@Lordshipstrade·
“There are strict rules and permits about who can visit.” “And the island base is full of serious people doing serious things.” 😂 What a contrast to the UK. 🇬🇧 An island where anyone can pitch up to see unserious people doing unserious things. 🥴
Rt. Hon Ben Wallace@BenWallace70

@RobertJenrick Robert you and i know both know this is a cheap stunt, There are strict rules and permits about who can visit. Pub bores like Farage need to fill in a form! And the island base is full of serious people doing serious things. So perhaps he should get back to Clacton.

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Matthew Earl
Matthew Earl@Lordshipstrade·
Quite why it matters or is at all interesting that people went to private school I don’t know. Judging by Labour’s total lack of economic understanding and general ineptitude it’s astonishing that Labour’s front bench attended any school whatsoever. These days @FT is basically the Guardian, with a bit of financial reporting on the side.
Financial Times@FT

When Reform UK leader Nigel Farage was asked whether the political party might be interested in introducing a UK-style ICE immigration unit to deal with illegal migrants, the interaction became ‘quite unpleasant’. ⁠Listen to the full podcast here: ft.trib.al/txVR2ni

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Matthew Earl@Lordshipstrade·
This is a shocking and alarming story. The @thetimes journalists that were targeted should consider bringing a claim against @LabourTogether and @apcoworldwide for: 1. Unlawful means conspiracy, 2. Harassment, 3. Misuse of private information. I would also encourage all journalists that have ever been critical of @UKLabour to submit a Data Subject Access Request (DSAR) to both Labour Together and the Labour Party.
Nick Timothy MP@NJ_Timothy

Labour Together took Starmer to the leadership of his party. It raised funds secretly and dishonestly. And it paid foreign lobbyists to smear the journalists who investigated. Starmer has serious questions to answer. thetimes.com/uk/politics/ar…

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Cockney Rebel
Cockney Rebel@RebelHQ·
@I_amMukhtar Radcliffe paid £110m in one year here. More the Linekar will pay in his lifetime despite the huge money he earns.
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Mukhtar@I_amMukhtar·
Gary Lineker is speaking facts about Jim Ratcliffe. "The guy's a migrant himself, an economic migrant, he lives in Monaco. You can have a gripe all you like, but at least be here, pay taxes, and contribute to our society."
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Matthew Earl
Matthew Earl@Lordshipstrade·
"According to the findings to date, the new investigations initiated by Gerresheimer indicate that individual employees have violated internal guidelines and IFRS regulations." 🤔 At this stage in the game, shouldn't the police be called to kick some doors in? 👮 Of course, it goes without saying that this time last year, there were no less than 17 geniuses pumping EUR 90+ target prices despite it being evidently clear that the company had been juicing its numbers for years. #Dummkopf's @Gerresheimer $GXI.GY
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Bloomberg@business

Gerresheimer delayed publishing results after hiring a second audit firm to examine its accounting practices for the 2024 and 2025 financial years bloomberg.com/news/articles/…

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