L

M&A, @PiQMarkets, Fiscalrecklessness on Substack 🇬🇧

[L @FinanceLiam]

https://t.co/7xFoO4FnV0

[L @FinanceLiam]

@PiQMarkets UP THE PENYBONT

[Paul Embery @PaulEmbery]

It is hardly consistent to repeatedly accuse a person of stoking “hate and division” throughout the country, yet then refuse to challenge him in a by-election, thereby giving him a free run at a parliamentary seat. If Farage really was the monster he is depicted as being, wouldn’t the anti-Reform forces jump at the chance to defeat him?

[Harry Cole @MrHarryCole]

BREAK: Farage resigns and forces by-election

"this will be the people Vs the establishment... tell them where to go."

[Dominic McGregor @DominicMcGregor]

This guy is seriously dangerous.

No one steals wealth.

It isn’t a zero sum game.

The change in government GDP over time has been caused by overspending.

Not undertaxing.

This year government will take record tax revenue.

Don’t be fooled

[L @FinanceLiam]

Such a strange deal and doesn’t make sense to me

[thom @thomwiseman]

Looks like Easyjet is flying away from the UK

The UK asset stripping continues, it’s all part of the ‘global economy’ so one for politicians to continue celebrating the exodus

EasyJet reaches outline agreement on £5bn takeover by Castlelake
https://t.co/x69UBxHHBV

[PiQ @PiQMarkets]

Don't Swim Against the T(a)ide - Goldman Sachs

Despite accounting for only c.7% of global AI market cap, Europe's concentration in AI-related names has increased significantly over time👀

Since 2022, AI exposure within the STOXX 600 has doubled to nearly 20% of the index

And AI-related stocks now account for 60% of STOXX 600 equal-weight returns YTD🗒️

Goldman Sachs expects this trend to continue, as European AI beneficiaries' forward earnings expectations continue to outpace the market

Europe's growing focus on tech sovereignty and national security is likely to reinforce support for domestic AI champions across the entire AI value chain🇪🇺

But the question is. Can they do it?

Time will tell

LP

[Chris Rose @ArchRose90]

Agree with @RobertJenrick.

A "very old story dredged up" by the Sunday Times. Nigel Farage was a private citizen when Cottrell paid for his social media staff and security, a personal favour. I simply don’t care.

Andy Burnham is about to raise our taxes, that’s more concerning.

[Spencer Pratt @spencerpratt]

In a world of takers, be a maker. 🇺🇸🇺🇸🇺🇸

[L @FinanceLiam]

Could see this coming from a mile away

[Financial Times @FT]

OpenAI proposes handing Trump administration 5% stake https://t.co/rcnsMqaS0H

[L @FinanceLiam]

Younger Ackman would have a field day now

[PiQ @PiQMarkets]

London becomes activist capital of Europe as investors pressure firms over AI plans

London is emerging as Europe's hub for activist investors, who are increasingly engaging with companies on their artificial intelligence strategies. This trend reflects a broader shift towards more disciplined and data-driven shareholder engagement across the UK. https://t.co/KwMMYXhyXn

[AP Research @AlphaPicks]

No. 10 has its seventh occupant in ten years, but Burnham faces many of the same challenges.

If Truss left us with anything, it’s that you have to have credibility with the bond market to survive.

Co-written alongside @MrMBrown

https://t.co/2CVrCqo4I2

[L @FinanceLiam]

@PiQMarkets Agreed

[L @FinanceLiam]

@techtoby__ Agreed

[L @FinanceLiam]

Not a shock at all

[PiQ @PiQMarkets]

Barclays Buys Canary Wharf HQ for £750M

Barclays has acquired its global headquarters at One Churchill Place in Canary Wharf for £750 million. The long-term leasehold interest agreement is seen as a significant endorsement of London as a financial center and is expected to facilitate ongoing investment in the bank's workplace. https://t.co/6plegzihmt

[L @FinanceLiam]

Only just got round to reading this

Great piece lads

[AP Research @AlphaPicks]

We’re seeing a new trade emerge around private credit risks, outside of the SaaS-pocalypse and Loan-mageddon.

If private credit becomes the problem, who ultimately owns the loans?

https://t.co/0LToD6wfgd

[L @FinanceLiam]

😂😂😂😂😂

[camilo @AscendedYield]

this mf gonna let every local authority borrow infinity money at the 10y gilt yield

[PiQ @PiQMarkets]

The Open Position - Short essays on human behaviour that surround markets.

Welcome to issue 001 of The Open Position.

These will be short essays on the human behaviour surrounding markets. Not a roundup, not a trade idea service.

Markets are among the clearest places to watch how we handle risk, pressure, and our own biases.

These are patterns we carry into everything: the discomfort we dress up as analysis, the gap between what we decided and why we say we decided it.

Each issue is an attempt to sit with those patterns honestly. Something worth carrying beyond the screen. As relevant to how we live our lives as it is to how we interact with markets.

My hope is that these give you something to think about.

This is issue 001. I hope you’re still here at 100.

[PiQ @PiQMarkets]

Sensational take down of Keir Starmer by the wonderful Trevor Phillips.

10 out of 10.

No further comments.

[PiQ @PiQMarkets]

LSE warns 20 FTSE 100 firms could delist for US listings

The London Stock Exchange (LSE) is preparing for a scenario where up to 20 FTSE 100 companies might move their primary listings to New York. This potential exodus, spurred by AstraZeneca's "upgrade" of its US listing, could cost the UK Treasury an estimated £2 billion in stamp duty revenue.

https://t.co/3vQYVMf8Jw