Ancieo Research

Independent research and investment company.

[Ancieo Research @AncieoA]

Check out the latest article in my newsletter: Something or someone has to give https://t.co/rqW1FHP9Cx via @LinkedIn

[Anthony Boutall @anthonyboutall]

The exact opposite of what Labour heavyweight, Denis Healey, said in 1969:

“Once we cut defence expenditure to the extent where our security is imperilled, we have no houses, we have no hospitals, we have no schools. We have a heap of cinders.”

[Ancieo Research @AncieoA]

@John_Stepek @MerrynSW Exactly.

[Ancieo Research @AncieoA]

National security can't come at the expense of social security - Burnham

This line. Remember this moment.

[Ancieo Research @AncieoA]

Fair enough on the typo @MerrynSW 330 mill is a big hole to fill.

[Merryn Somerset Webb @MerrynSW]

Oh look. The Laffer Curve is real. £330k ish of annual tax revenue leaves the UK in one go. https://t.co/udaP91hO1H

[GBTT — Great British Think Tank @GreatBritishTT]

Is Britain badly governed — or is the system itself broken?

This week, our director @DamianPudner sits down with Dr David Starkey CBE — historian, broadcaster and one of the country’s most provocative constitutional thinkers.

Parliament. The courts. The quango state. Blair’s constitutional revolution. And whether Britain’s governing institutions are now part of the problem rather than the solution.

🎙️ Recording this week. Coming soon from GBTT.

[Tiff Needell 🏁 @tiff_tv]

Amazing film of one man's sacrifice and bravery to save a fellow driver's life. A film showing not a single marshal appearing on the scene before Loek grabbed a fire extinguisher and pulled Ollie out.
Best wishes for the recovery Ollie.

[Giovanni Staunovo🛢 @staunovo]

Premiums for Russia's Far East ESPO Blend crude for November delivery to China have climbed to record highs as Chinese refiners intensify purchases amid shrinking supplies from the Middle East and Iran, four traders said.

ESPO cargoes for delivery at the end of October and in November are trading at premiums of more than $7 a barrel to ICE Brent, with offers heard as high as a record plus $10 a barrel on a delivered basis into China, according to the traders.

The buying spree has been led by Chinese state-owned refiner Sinopec, signalling strong demand for alternative crude supplies as concerns persist over disruptions to shipments through the Strait of Hormuz, traders said.
#oott https://t.co/yzo3liVA0j

[Massimo @Rainmaker1973]

In the Ashikaga Flower Park in Tochigi, Japan, a wisteria tree is often referred to as “the most beautiful in the world.”

At around 150 years old, the massive tree is stunning when in full bloom.

[📹 godive2000]

[Charlie Morris @AtlasPulse]

Are you not shocked?

[Ancieo Research @AncieoA]

@GreatBritishTT @darrenpjones Excellent

[Tropical Nick Underwood @TheTropicNick]

Pardon my Appalachian hoots and hollers but this is right up there with the Ian flight from two years ago. Floor panels came up. Dropsondes broke. A mess in the cabin.

All that turbulence and we still get the dropsonde out to collect data. This is the job. Important work.

[Latest in space @latestinspace]

Hurricane Milton seen from space

🎥 @dominickmatthew

[Iran Observer @IranObserver0]

⚡️BREAKING

One of the helicopters carrying President Raisi is believed to have crashed

It is not yet known whether the President was on board the helicopter

[John Cleese @JohnCleese]

Bruce Springsteen, Taylor Swift, Tom Hanks...

Not bad for a start

[日テレNEWS NNN @news24ntv]

【緊急生ライブ】羽田空港で火災　日本航空機と海上保安庁の機体が衝突か
▶https://t.co/WcerhTBLit

[Marko Papic @Geo_papic]

I hope that everyone is having a great ending to the year 2023! As you are taking it easy and mulling over the past 12 months, I thought it was a good time for a 🧵about geopolitics and finance.

[Michael Pettis @michaelxpettis]

1/5
According to Yicai, China's per capita disposable income jumped 5.9% in the first nine months of this year, higher than the GDP growth of 5.2%.

This, ultimately, is the only meaningful definition of rebalancing: household income growth outpacing GDP.

https://t.co/kgsU2c8m6o

[Sawyer Merritt @SawyerMerritt]

What's crazy is that Tesla says nothing in this new Optimus video is sped up or CGI.

[Bloomberg UK @BloombergUK]

NEW: Traders are now pricing in 100 basis-point of interest-rate cuts by the Bank of England for 2024

Markets Today has more: https://t.co/CRtJgCnEk0

[Ancieo Research @AncieoA]

@FerroTV @tomkeene A great double act. As someone else has said, the only “must watch” on financial TV.