Keith Tomlinson

Founder & Chief Executive of Tilton Capital, specialising in small-cap equities; avid theatre goer, reader and football fan.

[Peter Tulip @peter_tulip]

It seems timely to repost one of my favourite tables:
https://t.co/QpyjQouIIS

[simon wren-lewis @sjwrenlewis]

ICYMI: How could they vote for him? https://t.co/R4tpFqOLVh
Most politicians, alongside oligarchs, know that ownership of the media brings the power to manipulate information and create propaganda, yet most politicians on the centre left seem incapable of confronting that power.

[Anne Applebaum @anneapplebaum]

Once again, more comprehensively: I wrote what I think about this election before it happened, will put it all together here.
My book Autocracy Inc, described the background, the network of autocrats who seek to undermine democracy, everywhere https://t.co/ZrkdQDK96m

[Diego Castañeda @DiegoCastaneda]

This small yet powerful essay by Angus Deaton, published early in the year, reflecting on economics as a field and economists as professionals, is, I think, a must-read for those wondering what is happening in the US and, in general, around the globe. https://t.co/MSR1IuJY7e

[Michael Pettis @michaelxpettis]

1/8
I agree. This is a very good little essay by Angus Deaton on his "second thoughts" on mainstream economics, including his reassessment of what he used to think about free trade.

[Jim Cornelius @Jim_Cornelius]

This is Rachel Reeves on the right, on the cover of Chess monthly (now just Chess) magazine, July 1995.

[Sarah Ludford 🇬🇧 🇮🇪🇪🇺 🇺🇦 @SarahLudford]

.⁦@edwardlucas⁩ reviews Lucy Ash’s book on the Russian Orthodox church: the Kremlin’s handmaiden..with a colossal, ruthlessly run property empire..a lavish lifestyle for those at the top…mandated celibacy honoured in public but not in private… https://t.co/RFg18vCCn8

[Ros Atkins @BBCRosAtkins]

Our latest video on the US election. https://t.co/jDLfk1wfhc

[Timothy Snyder @TimothyDSnyder]

Do not obey in advance. Lesson 1, first page, of my pamphlet "On Tyranny"

[David Frum @davidfrum]

"We're withholding our endorsement because our owner is frightened of government retaliation if Donald Trump wins" is a more forceful and eloquent statement than any newspaper editorial ever written.

[Simon French @Frencheconomics]

There are frustratingly polarised views on how much Gilt markets are signalling unease with the recent evolution of UK fiscal policy. Lets have a go at establishing the nuance coming out of the market data. A 🧵....

[Mike Bird @Birdyword]

Ford's CEO, Jim Farley: "I drive the Xiaomi (SU7)... we flew one from Shanghai to Chicago and I've been driving it for six months now and I don't want to give it up"

Interviewer: "That's an extraordinary thing to say, isn't it"

Jim Farley: "Yes"
https://t.co/hbQDZE2Nsc

[Chris Giles @ChrisGiles_]

Liz Truss's mini-Budget: lessons from a moronic episode
- for the coming UK fiscal loosening
- internationally

My latest with lots of charts
https://t.co/rQrNYypIuy

[Jason Zweig @jasonzweigwsj]

The newly revised edition of Benjamin Graham's "The Intelligent Investor" comes out a week from today.

He was not only one of the greatest investors who ever lived, but may well have been the wisest.

He was also a brilliant writer.

A thread 🧵

[Gunjan Banerji @GunjanJS]

GDP grew 7.6% over Trump’s four years in office. It has grown 11.8% so far during Biden’s tenure

At this point, it looks as if GDP under Biden will post the strongest growth of a presidential term since former President Bill Clinton’s final four years in office

@WSJmarkets @justin

[Anne Applebaum @anneapplebaum]

If you are on X, you should read this, by @noUpside: this site is now dedicated to creating an alternate, far-right reality

https://t.co/yiHMv7FXzl

[Ed Conway @EdConwaySky]

Great news that UK stats will FINALLY be reincorporated into Eurostat databases.
But also a reminder we've now had a wasted four years of being unable to directly compare our stats on housing, economics, society etc to EU.
Shocking it's taken this long to rectify...

[Sam W @SamMarkWill]

So, this afternoon I got home to find a lovely letter from @northernassist telling me about how they wanted to prosecute me for using the below ticket to travel on the specified route at a peak time.
I paid £1.90 less than the fare they say I should have paid.
A thread 🧵

[Ed Conway @EdConwaySky]

"The fiscal rules are not fit for purpose," says @jagjit_chadha, one of the UK's most influential economists. "They have clearly introduced an unintended incentive to trade off government investment for government consumption." Interesting intervention: https://t.co/tj9TFTfD41

[Peter Foster @pmdfoster]

NEW: Classic Brexit. I first wrote about 'Safey & Security Declarations', and the burden they would be on business in *March 2020*...and still unresolved in *October 2024* as govt delays them again - via @ft @SpeedMaddie & me ...and the crazy part is...1/
https://t.co/WWIgTyIHxp