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History will regard this moment as one where the UK made a major mistake, opting to make itself less relevant and less well off.
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james barty
32.9K posts
james barty
@jamesbarty
All views personal. Investment strategist at CC/Baml/DB/Arrowgrass, ex Policy Exchange and BBA
Sevenoaks, Kent Katılım Nisan 2012
943 Takip Edilen939 Takipçiler
I just wish I had bought an underwater GoPro. Absolutely amazing scenes down below 🐟🐠🐡🦈🐬🐙
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At some point the markets will realise that you have to watch what he does not what he says. Marines still heading to SOH. Also not in his gift like tariffs. Let’s see where we get to by US open on Monday.
The Kobeissi Letter@KobeissiLetter
What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the S&P 500 rallied +1.8% from its low, adding +$900 BILLION in market cap. Markets are now closed until Monday.
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@elonmusk I’ve ordered a Tesla Y and need to change my delivery date. This seems to be impossible in the app and contacting anyone at Tesla via the chat function or even worse phone seems almost impossible. Surely you should make it easy for people trying to buy your product!
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@simon_schama @adamboultonTABB It’s also nonsense. The US’ Middle Eastern allies would be really badly hurt if they can’t export through the Strait and the US is also vulnerable to higher international oil prices. Complete bluff.
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there's strait talking for you
Shanaka Anslem Perera ⚡@shanaka86
JUST IN: President Trump just posted that the United States should consider pulling its forces from the Strait of Hormuz. Let the countries that use it be responsible, he said. No free rides. The man who authorised a $16.5 billion military campaign to secure the strait is publicly floating the idea of leaving it nineteen days later. That is not a contradiction. It is a negotiating position published to 90 million followers on Truth Social, and it is the most dangerous sentence written about global energy security since the war began. Because the market has to decide whether he means it. If he does not mean it, the post is leverage. Another pressure tool aimed at the allies who refused to send warships. Germany. France. Japan. Australia. India. Every country that declined just learned that the American president is publicly questioning whether their energy security is worth American ships and American lives. The threat of withdrawal achieves what the request for coalition never could: genuine fear that the protection is conditional. If he does mean it, the permissioned chokepoint becomes permanent. The Mosaic Doctrine’s 31 provincial commands do not need an American carrier in the Gulf to keep the strait closed. They need the carrier gone. American naval presence is the only force that theoretically could assemble the minesweeping, escort, and insurance-normalisation architecture needed to reopen commercial transit. Remove it and the sealed packets run indefinitely. While President Trump posts, the rest of the world is moving. Argentina pledged naval units to assist in Hormuz. Argentina. Not Britain, which refused. Not France, which denied airspace. Not Japan or Australia or Germany. Argentina. The coalition that the world’s most powerful military alliances declined to join is being assembled from the southern hemisphere by a country whose navy last fought a major engagement in 1982. The IRGC published satellite images of five specific Gulf facilities with identical Arabic evacuation warnings: military strikes within hours. Ras Laffan and Mesaieed in Qatar. Jubail and Samref in Saudi Arabia. Al-Hosn in the UAE. These are not vague threats. They are targeting packages published on open channels with coordinates the entire world can verify. The UAE responded by officially labelling the Iranian strikes terrorist attacks, the strongest diplomatic language Abu Dhabi has used since the war began. And China opened military talks with EU and NATO scheduled for next week. Not trade talks. Not diplomatic consultations. Military talks. Beijing is positioning itself as the security interlocutor for a Europe that refused to fight alongside America and now needs someone to talk to about what comes next. Every seat at the table that Washington left empty, China is filling. South Pars and Asaluyeh are confirmed hit. The gas field that feeds Iranian fertiliser production and the petrochemical hub that processes it are both damaged. The IRGC responds by threatening five more facilities across three Gulf states. The escalation ladder has no empty rungs left. Urea at $610 on CBOT. Corn acres falling. Soybean acres rising. The cattle herd at a 75-year low. The packaging supply chain under satellite-guided threat. The insurance market frozen. The planting window closing. And the president who started the war is publicly considering whether to stay. Deep dive analysis: open.substack.com/pub/shanakaans…
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@KatrinaSheikh Very nice, I trust you packed some running shoes too 😉
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Claude is a money-making machine if you know how to use it. Here's the ultimate guide in English.
Prompts, skills, Claude Code, monetization… it has everything.
FREE for 24 hours only! To get it:
1. Like & Bookmark
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@PJTheEconomist @anandMenon1 Actually the idea that renewables are uncompetitive is becoming less and less true.
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This is utter garbage. I believe in net zero. We need to get there. But renewables are not competitive. That’s why they are subsidised. Fossil fuel markets are highly competitive. It shouldn’t be hard to hold these two thoughts at the same time.
Good Law Project@GoodLawProject
Absolutely bang on from George Monbiot here 🎯 theguardian.com/commentisfree/…
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Imagine you had to choose your life at age 40:
Option A:
Single. No kids.
$10M net worth.
Travel anywhere. Total freedom.
Quiet house. Quiet holidays.
Option B:
Married. 3 kids.
$1M net worth.
Drive a Toyota. Chaos every morning.
Loud house. Full dinner table.
Be honest, which life are you choosing?
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@KatrinaSheikh Sounds like you have found your pace! For a marathon it’s about finding what works for you (not anyone else just you). Heavy legs I’m afraid come with the longer distances. Stretching and rolling your IT bands will probably help. Anyway huge congrats keep it up!
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Berlin to Prague. Why can't Britain do trains like this?
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@KatrinaSheikh Really well done. 1/2 marathon 3 months out! You’re flying.
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@SophieMcDLaw Have you discovered the magic money tree to pay for all of that?
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The $BTC carnage is accelerating. Now down 12+% today.
Now the 4th worst day this decade.
The other 3 were days around something "breaking." So, what is "breaking" now?
Nov 9, 2022, FTX failure
Jun 13, 2022, Terra Luna Collapse
Mar 12, 2020, worst of COVID Shutdown
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@jamesbarty @LondonMarathon @runna Hahah well it was my reflective band for outside but then I bottled it and had to use the treadmill 🤣
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I was up at 6.30am to do my first run of the week at the gym!
2 runs at the weekend to go 🏃🏽♀️
Week 4/16 of @LondonMarathon training
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