No 2

Who do I work for? well that would be telling... Veteran professional investor/CIO. Closet Scot and scientist. Not necessarily in that order.

[No 2 @boomerkent]

@Rokewood

How unforeseen….

Now watch the existential crisis in the Labour Party as they - slowly - come to terms with fact that the only way out of this is a very Thatcherite set of economic policies…

All very late era Dennis Healey 2.0

https://t.co/cIk3qOcioi

[No 2 @boomerkent]

@PolemicTMM I just want cars with a lot less electronics on them, which are more prone to go wrong.

I liked being able to fix a lot of my own car’s issues after a trip to Halfords or Unipart (Yes I owned Land Rovers).

[No 2 @boomerkent]

@Daractenus Outstanding work. Having spent time in Russia, I feel you’ve captured the spirits (sic) of the true Russia that tourists often miss…..Thankfully.

[Treasury Secretary Scott Bessent @SecScottBessent]

One of the highlights of the Warsh Fed has been watching stenographers posing as journalists, like the WSJ’s Nick Timiraos, reduced to reporting Fed backroom gossip because they’re incapable of performing real economic or monetary policy analysis without being spoon-fed.

[Donald Trump Stock Tracker @DJTRadar]

Trump said Chevron and ExxonMobil are “making too much money” and should give some of their profits back to the public.

Meanwhile he has reportedly made more money in one year as president than in the rest of his life combined.

At what point is that “too much money”?

[No 2 @boomerkent]

@TaylorMod Now that would require some very special magic.

[No 2 @boomerkent]

@PauloMacro @hkuppy The best thing about calendy is the moment you do get sent one you know the meeting - and the sender - are time wasters.

[No 2 @boomerkent]

@ShippersUnbound He also predicted the likely outcome of May’s botched GE when everybody else predicted a landslide.

Something like ‘more than a whiff of Ted Heath about her’ or words to that effect.

[No 2 @boomerkent]

@CGMoreh @SpencerKle55479 @LeoKearse I fear our astrophysicist might not have done his research before commenting.

Admittedly there seems to be a lot of it about these days, especially in academia I hear…😕

[No 2 @boomerkent]

@SpencerKle55479 @LeoKearse I don’t care about your so called “facts”.

Leo & I just remember his speech before the Battle of Agincourt when the Plantagenet Remainers beat the Sith Army of Leave.

Besides as a Cantab, I cannot admit he has humiliated my Alma mater and devalued my education.

So there

[No 2 @boomerkent]

What a scammer…

[Michael Saylor @saylor]

When I say “Never Sell Your Bitcoin,” I speak as one saver to another. I have never sold mine. Not one satoshi. Strategy is a public company, not my wallet. Since 2020, it has disclosed it may buy or sell $BTC to manage capital. Our shared conviction in Bitcoin remains unchanged.

[Samuel Watling @watling_samuel]

Jason Arday could easily save his academic career and create the greatest anthropological work of the 21st century by just saying he was in fact doing an experiment on how stupid and guillible the British academic establishment could be.

[TheLazyKoda @nftfafax]

@waleswoosh iykyk

[Mitchell Palmer @M_W_Palmer]

The mystical North Sea oil: Not large enough to affect global oil prices, but large enough to measurably affect global temperatures.

[Alfie | HITC Sevens @HITCSevens]

In light of Gianni Infantino’s poor judgement this week, I am beginning to question whether Donald Trump was a worthy recipient of the FIFA Peace Prize after all.

[Anton Hofmiller @bnzchr]

Gianni Infantino’s vulgar, grasping, Italian-Swiss corruption really does make one long for the halcyon days of Sepp Blatter and his elegant, refined, German-Swiss corruption.

[JA @AitkenAdvisors]

@NickTimiraos @greg_ip

Boys,

After today’s performance, we’re probably another point away on the long bond from “no guidance” pivoting to “intra-meeting panic leaks”.

Standby 🫣.

Capitalism is a bully.

The chief bully’s - Mr Market’s - innate nature is to create fear in those that don’t show enough fear.

Hazing the new kid is tried and tested: delivering a word salad gains no respect.

[Rory Johnston @Rory_Johnston]

“Axios-linked insider trader on Hyperliquid” is a phrase that would have made roughly zero oil market sense 5 months ago

[No 2 @boomerkent]

@ccheshire @Fenchurchy @afneil https://t.co/rHZ7NRMSKv

[No 2 @boomerkent]

Lord grant me the self confidence of ‘financial journalists’ talking about issues they don’t remotely understand…

[Paul Lewis @paullewismoney]

It. Won’t. Reduce. The. Cost. Of. Living. The gas will be sold in the market and bought back by energy companies at that price. Not saying it’s a bad idea. But ↖️