Justin Haque

@MerrynSW @John_Stepek Come on Merryn & @john_stepek UK Gilts, the whole 45-54 maturities, all well below par and all yielding +5%!

Anyone buying? If so what? All ideas welcome.. @John_Stepek and I will be doing a bonus pod. Not an emergency pod. A bonus pod.

@spotgamma Spectacular call. Took 5% out of the short , did’nt have the stomach for the 9% but really appreciate your insight. Thanks so much.

I think $NVDA may move >9% implied move, given so much of the flow is reflexive. NVDA is +6.3% of $SPY and +8.3% of $QQQ so as NVDA moves, it moves the SPY/QQQ, which feeds back to NVDA. + dynamics listed above, NVDA moved +14% in Feb ER and +9% in May.

A big moment in Britain's industrial story happened today. The coke ovens at the Port Talbot steelworks were closed. This was where they baked the coal used to make millions of tonnes of steel. What you're looking at here is the last coke ever made in the UK. Pix: @TataSteelUK

@John_Stepek Great article you wrote today John. Yes, it’s wonderful, loads of legacy DB schemes in surplus in FTSE100 names too. Let’s hope Higher for Longer lasts!

This news from Coats re its DB pension was v. interesting yesterday. Frees up £s for more productive uses. With DB now collectively in surplus, wider impact could be significant? (Assuming they stay in surplus long enough to be offloaded to insurers) investegate.co.uk/announcement/r…

National Grid has plans to totally rewire UK for #NetZero. A huge increase in the number of electric pylons Why are we doing this? The rest of the world doesn't give a flying fig about emissions or climate change Its just us 'Leading the World' telegraph.co.uk/business/2023/…

Once valued at $47bln… leaves liabilities of $50bln. Nice work fellas. The fact it’s taken this long for this ridiculous charade to collapse speaks volumes about our world. telegraph.co.uk/business/2023/…

@GeorgeMonbiot George, you hate farming, hate livestock, maybe even the countryside, yet you live in Dartington in glorious Devon, home of grazing. Why is that?

A year's worth of weather today.

In the rainforest, South Devon🧵

Mr Sunak @RishiSunak Please suggest a solution like this to Mr Netanyahu @netanyahu #IsraelPalestineWar

@WallStreetSilv Why are our illustrious leaders not proposing this?

🤨 ... 🚨🚨🚨

“I am rather sick of the modern assumption that, for all events, we, the people, are never responsible: it is always our rulers, or ancestors, or education, or anybody but precious ‘us’.” C.S. Lewis

But you should still swop your boiler for a heat pump to save the planet.

Oh the irony here. The solar industry is complaining about high manufacturing costs in Europe in part due to, yes, you guess it right, high energy costs...

The most magical place in Plymouth! @tinsidelido

Goldman Sachs: "We estimate that global oil demand has risen to an all-time high in July of 102.8m b/d" #OOTT

what? 👀

@John_Stepek @MerrynSW You & Merryn are so gloomy but just look at GBP/USD, the currency that keeps giving with a 5% yield. It’s been better than NDX, be happy!

Note also from the minutes, that the two BoE members who voted to hold at 4.5% did it because they are looking at the future, whereas the rationale for the 7 who voted for a half-point hike is frankly rather more fuzzy

@MerrynSW Brilliant interview, brilliant book, thank you

Podcast: The Inconvenient Truth of Six Commodities and Net Zero - Bloomberg bloomberg.com/news/articles/…

@RuxandraTeslo Avignon, then Uzes, then swim in the river at Collias!

I need recommendations for best cities to visit in south of France

🔴A large sandstorm blew over the #SuezCanal!\n\n No disruption to the waterway was reported. \n\n 01.06 2023 📽Via World Sailor