Kevin Taylor

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

[Kevin Taylor @ActiveValue1]

First they called us “far right” now the Economist pulls no punches and says that if you want people to take responsibility for their own spending, own children and own finances then you are a “bastard”!

[The Economist @TheEconomist]

Fundamentally, the British right has bet that the British public are, for want of a better word, bastards https://t.co/hMTTDsa4dk

Illustration: Nate Kitch

[The Economist @TheEconomist]

Fundamentally, the British right has bet that the British public are, for want of a better word, bastards https://t.co/hMTTDsa4dk

Illustration: Nate Kitch

[Tom Tugendhat @TomTugendhat]

This is a man-made tragedy all down to energy policies that have pushed prices higher in search of a carbon ambition at home and simply pushing businesses to the wall.

[Kevin Taylor @ActiveValue1]

What if we just taxed ALL businesses in the same manner and didn’t show favouritism to particular ones just because you think that your voters would like that? And what if we then keep those tax rules the same every year and don’t mess about with them in a manner that makes it difficult for businesses to forecast from year to year? Simple fair rules that don’t arbitrarily change every year - that’s all that business/people want.

[Trader_007 @Trader__007]

Millions going out to work, small businesses struggling to survive, for this !
Despicable

[Insolite-Foot @InsoliteFoot]

🚨 BREAKING : Tous les vols temporairement suspendus à Londres après une énorme tempête de poussière provoquée par l’ouverture du cabinet à trophées d’Arsenal pour enfin y déposer le titre de champion 😭🏆

[MrContrarian 🇺🇦 @MrContrarian]

𝗜𝗹𝗶𝗸𝗮 (𝗜𝗞𝗔) tech cash furnace guides FY-Apr rev flat at c.£1.1m. EBITDA loss excluding share-based payments c.£6.2m (£5.2m). Cash at hand £5.3m. Everything’s great!
5x dilution since IPO.

[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.

[Bromley Council @LBofBromley]

Congratulations @bromleyfc, 'WE ARE GOING UP!'

#WeAreBromley #bromley #bromleytowncentre

[Kevin Taylor @ActiveValue1]

Your regular reminder that no Labour Government has ever left power with unemployment lower than when it was voted in …

[Kelvin MacKenzie @kelvmackenzie]

The owners of Premier Inn say they will cut 3,500 jobs due to the huge increase of business rates and national insurance.
Another win for Rachel Thieves.

[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.

[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?

[Andrew Neil @afneil]

UK 10-year gilts (government borrowing) went over the totemic 5% yield today.

[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😂.

[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

[Matt Cartoons @MattCartoonist]

My latest cartoon for tomorrow's Telegraph
Buy a print of my cartoons at https://t.co/ILFJjPmckx
Original artwork from https://t.co/bVPAkgE34y

[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...

[Mark Thompson @METhompson72]

21 Things everyone should know about UK energy policy:

https://t.co/cRquIDJH0Q

[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”.

https://t.co/5VnN8iR3Fc

[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?