Lucas Skywalker

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Lucas Skywalker

Lucas Skywalker

@LucasBulsara

Former Journalist (Reuters) | Economist | DJ | Empirical Research & Strategy | Sports Science | Band Singer | Astronomer | Investor | Badminton/Tennis Smasher

Islington London, UK Katılım Haziran 2014
1.1K Takip Edilen215 Takipçiler
Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@GBPolitcs Unsuprising - when any authoritarian government is unable to win a political argument and debate, it resorts to censorship and disinformation undermining the democratic legitimacy of the govt itself
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GB Politics
GB Politics@GBPolitcs·
🚨NEW: The Labour government has been accused of silencing political opponents after a Reform UK policy posted on TikTok by Zia Yusuf was taken down under the Online Safety Act
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@Dexerto From a nation that produced some of the greatest music ever recorded including the Beatles - and this is what we submit? If it wasn’t meant as a pisstake for the big joke Eurovision has become, then no wonder the country is so fucked and utterly without pride
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Dexerto
Dexerto@Dexerto·
YouTuber Look Mum No Computer finished last at Eurovision 2026 with just one point for the UK He received zero public vote points, with Ukraine’s jury saving him from a total nul points finish
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@trussliz Haha. He's not an economist in training or in profession so how is he going to do modelling driven research and policy formulation?
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@PolitlcsUK Thankfully I'm not an official Labour MP because the party rejected me for having too much common sense but I would still like to add my name to the list: Lucas Bulsara. That's 66 now. Everyone - add your name...
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Politics UK
Politics UK@PolitlcsUK·
🚨 BREAKING: Cabinet Office PPS Naushabah Khan has just resigned from Keir Starmer's Government She joins 3 other frontbench resignations and 65 Labour MPs now calling on Starmer to quit
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@politixintheuk Immigration is largely a function of job availability, so other than crashing the labour market through tax increases, this outcome has nothing to do with Labour policies
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Politics In The U.K.
Politics In The U.K.@politixintheuk·
Times columnist Fraser Nelson pointed out over the weekend that new Home Office statistics paint a striking picture: net migration has fallen dramatically since Labour entered government, now sitting around 80 per cent below the record highs reached under the Conservatives. And it is not just the headline figure shifting. Remove international students from the equation and long-term immigration levels are now “probably at a multi-year low”, Nelson wrote on his Substack — a remarkable turnaround after years of Tory chaos, broken promises and soaring numbers. The asylum backlog is also being rapidly reduced under Labour. After ballooning in the aftermath of Covid while successive Conservative ministers appeared paralysed and unwilling to grip the crisis, Home Secretary Shabana Mahmood has begun making serious progress in clearing the system. Away from the Westminster psychodrama and endless Reform stunts, an uncomfortable reality is emerging for Labour’s opponents: the Government may quietly be delivering results where the Tories failed for years. Source: The London Economic
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@EndWokeness If they hold British passports, then they are surely British. But that isn’t really the issue. The point is that this doesn’t reflect the government’s stated diversity narrative. Where are the chinese, white, and black faces that I went to school with? Something has gone wrong
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End Wokeness
End Wokeness@EndWokeness·
This is a borough council in London. Not one British person in sight.
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@jaceb01 @kelvmackenzie They are incompetent. They’ve been chasing me for a tax payment from 7 years ago that I already made at the time confirmed by bank statement debit to HMRC. Even my accountant has spoken to them, yet they continue send legal letters. Complete joke - a 7 year old could sort it out
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Kelvin MacKenzie
Kelvin MacKenzie@kelvmackenzie·
A terrific investigation by The Telegraph reveals thousands of civil servants haven’t gone to the office in more than two years, some even logging in at the government car park giving the false impression they were at their desk - and then heading straight back home. God help us
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@musicncode I'm over-experienced for most roles, dumbing down my skills and the work I’ve actually done tends to get me more attention. My hypothesis is that hiring managers don’t want someone with more experience & skills than them, even if the company loses out as a result
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baldteta
baldteta@musicncode·
removed masters degree from my cv and got three calls i don't know what to say anymore
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@julianHjessop Anyone who believes these pseudo‑statistics / economics studies is gullible. There isn’t a single country or a group average whose growth matches UK’s actual pre‑Brexit performance. A synthetic model of the UK economy serving as a meaningful counterfactual simply doesn’t exist
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Julian Jessop
Julian Jessop@julianHjessop·
Some more charts🤓 The NBER paper's claim that Brexit has already shrunk the economy by 8% is based on comparing the UK's performance with that of various "control groups". This country has indeed fallen about 8% behind the EU average since 2016. This country is Germany... 🧵
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@BBCNews Because of massive Labour NI tax increase on employers, UK unemployment has risen to 4% since the election, and expected to get worse. As the number of job vacancies has fallen every single month - true unemployment is much higher because many have now given up looking for work
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@TrisOsborneMP Driven by massive Labour tax rises - some up by 80% - on workers, employers, the self‑employed and savers. The highest tax burden ever since records began - set to reach 38.5% of GDP by 2030 (OBR). Hence 10‑year UK borrowing costs are 5.2% today versus 4.1% before the election
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@Reuters It's about far more than appointing a close associate of Epstein failing security vetting. Broader serious questions remain about his integrity and his suitability to hold the office of Prime Minister
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Reuters
Reuters@Reuters·
British premier Keir Starmer will address parliament ​on April 20, facing calls for his resignation over his handling of the appointment of Peter ‌Mandelson, a senior figure in his ruling Labour party, as US ambassador, though it emerged he had failed a vetting process reut.rs/3OBEiVj
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@IainDale Apparently he spun that line in an interview with the great journalist Beth Rigby at Sky, and she believed him
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@GriftReport The great pretender has more personality, charisma and intellect in his little finger than the entire Labour front bench ministers put together
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G R I F T Y
G R I F T Y@GriftReport·
This never fails to make me laugh 😂😂
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RKM
RKM@rkmtimes·
JUST IN🇮🇶🇮🇳❌🇮🇷🔥 Two Indian-flagged Ships carrying 2 million barrels of Iraqi oil were struck by Iranian navy in the Strait of Hormuz.
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@brandonjcarl In 2022 – the year of the last major oil price spike – energy accounted for 42% of operating EPS. Over the last 15 years, whenever Brent crude spot prices exceed $100, energy has contributed on average 45%. So, to gauge the negative impact on non-energy earnings, I created this:
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Brandon Carl
Brandon Carl@brandonjcarl·
Does anyone have good color on what portion of the earnings increase is due to energy prices and also token usage estimates?
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@glennhodl He could earn £5k a year with a 30-year govt bond, with the potential for capital gains, at minimum he would get back his £100k principal at maturity. A fixed‑term savings account would pay similar. But he’s effectively paying a premium to protect against falling interest rates
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Glenn Hodl
Glenn Hodl@glennhodl·
My father-in-law was telling me how he was considering buying an annuity with some of his pension money. For £100k you get £5k a year for life. When you die, in 20 or 30yrs, or perhaps 1 or 2 years, the principal is gone. Is there a bigger scam in finance?
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@cremieuxrecueil Need to start doing all non HR competency based interviews with direct hiring manager - even for remote roles - in person so cheaters can't use LLM to cheat answers. Not sure what the solution is at application stage to ensure most qualifed candidates get a shot
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Crémieux
Crémieux@cremieuxrecueil·
I still think this is one of the most important recent papers on AI in the job market🧵 The website Freelancer added an option to generate cover letters with AI, and suddenly the quality associated with cover letters stopped predicting the odds of people getting hired!
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@Daily_MailUS Read it again: 'This is the first time we’re going to send humans to the moon and, at the SAME TIME, have humans in low Earth orbit.'
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Daily Mail US
Daily Mail US@Daily_MailUS·
Artemis II video fuels theories that Apollo moon landings were fake
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Lucas Skywalker
Lucas Skywalker@LucasBulsara·
@neilksethi Yes, but I was interested in general non‑oil company earnings. I’ve approximated EPS growth excluding the energy sector and used lagged oil prices. As expected, it shows a negative correlation. The 2026 EPS is based on consensus estimates, not model forecasts
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Neil Sethi
Neil Sethi@neilksethi·
MS strategists led by Mike Wilson say evidence is growing that the pullback in equities “is getting closer to its ending stages,” citing the example of previous “growth scares” that were not accompanied by a recession or rate hike. “We think the equity market is less complacent on growth risks than consensus believes,” the team wrote Monday, noting that since its 2025 high, the S&P 500’s forward price-earnings ratio has compressed 17%, while half of the Russell 3000 have fallen by at least a fifth from their 52-week highs. They also drew some distinctions between this and prior oil shocks: Earnings growth for the market is accelerating (as opposed to decelerating or turning negative), and the increase in oil prices, compared to the prior year, is roughly half that of previous periods when an oil shock ended the business cycle. “The market is saying the cumulative probability of the paths to resuming tanker flow in the Strait are much higher than the recession probability, and we agree,” the team wrote. They acknowledged though a greater risk to international markets. More concerning to Wilson are the rise in bond yields, with the 4.5% level on the 10-year a key one to watch: “Whether the move in yields today is being driven by inflation considerations, a more hawkish Fed or by deficit considerations from the war or both, we think it’s an important risk variable to consider,” the strategists said. They found the inverse correlation between rates and stocks is fairly deeply negative at -0.5, and the market’s rate sensitivity is as high as it’s been in several years.
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MarketWatch@MarketWatch

The S&P 500’s correction is ‘getting closer to its ending,’ says Morgan Stanley’s Mike Wilson trib.al/GMe3E9c

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