For @alphaville.ft.com, I had a look at this controversial investor's portfolio, and the fact that his stocks all seem to go ... down
That'll be the death spiral financing, I guess
Scenic route via Trump Media and John Fife's premium quality shrimp investment
www.ft.com/content/2215...
Great piece from @rachel-rees.bsky.social that sums up this very normal market
www.ft.com/content/bb8d...
Come for the controversial investor whom the SEC described as a "recidivist violator of the federal securities laws" (charge now dropped), stay for the CEO karaoke pics and the short seller named after a scene from The Wolf of Wall Street
as.ft.com/r/b97be4c7-e...
Not so whizzy: Wizz Air has become the UK's most shorted stock after warning that the Iran war would wipe out its profits this year
as.ft.com/r/bb255a27-8...
data viz by @raydouglas.bsky.social
More lovely charts by @jonathanvincent.bsky.social, showing the huge rotation in US stocks as the anything-but-tech trade gathers momentum.
Tech was the main driver in US stocks until Oct — now it's last among the S&P 500's 11 sectors
as.ft.com/r/a3d9e607-f...
Retail investors just keep buying silver, even after it plunged 27% in one day and deepened its falls last week
Great chart by @jonathanvincent.bsky.social, showing how retail poured $430mn into the metal's ETF as & after the price collapsed, drawn by its "sex appeal"
as.ft.com/r/415c75be-1...
Nice hit from @rachel-rees.bsky.social on retail investors pouring into silver despite those massive price falls
www.ft.com/content/3183...
but they’re stopping knife crime by employing young people to stand outside stations and ask for donations to stop knife crime by employing young people to stand outside stations and…
(Ironically such a successful model that it now has tons of copycats -
www.londoncentric.media/p/inside-suc...)
Memory chipmakers are the new hot stocks in the AI trade as the Mag 7 rally fizzles
Supply shortages have unleashed "eyewatering" gains for the once unsexy sector — and billions in profits for some hedge funds
Read here: as.ft.com/r/fabb2746-3...
with @tim.fo, charts by @raydouglas.bsky.social
The Stoxx Europe Aerospace and Defence index has surged nearly 15% this month as investors bet that domestic military spending will have to keep rising. ft.trib.al/OcrKrVp
Amid all the Venezuela fallout, spare a thought for the poor Barclays analyst who downgraded Venezuelan debt a mere 14 hours before Maduro was ousted, citing the low likelihood of a political transition.
full alphaville here: www.ft.com/content/bbc4...
with help from @robinwigglesworth.ft.com
Re-tweet?
Rees-tweet?
Reeves-tweeves?
Rees writing on Reeves? Reeves writing on Rees!
read my @financialtimes.com story on FTSE 100 hitting 10k here - or via the chancellor's X account if that's your preferred medium
(analysts disagree with the whole 'vote of confidence in uk economy' thing, but anyway...)
as.ft.com/r/aa19ad04-c...
Plus, the turmoil in global stocks in the days after Trump's 'liberation day' tariff announcements - the biggest daily % moves outside of the 2008 crash and the start of Covid
More fun charts on $, gold, bitcoin, and gilts at the link above!
This amazing animation by @raydouglas.bsky.social shows just how many $tns in value US big tech companies gained this year - and how Nvidia doubled its market cap April-Oct to leapfrog to the top
More @financialtimes.com 2025 markets charts to go with your mince pies here as.ft.com/r/d8b0748f-6...
2025's big winners and losers in the stock market -- and not a US tech company among them
chips! metals! guns! banks! robinhood! ads! yoga pants!
from me and a collection of the @financialtimes.com's finest, with lovely data viz by @jonathanvincent.bsky.social
as.ft.com/r/441bc00c-0...
Asian chipmakers and European defence companies are among the biggest winners on stock markets in 2025 while US consumer stocks have suffered, as the artificial intelligence boom and Donald Trump’s trade war became major dividing lines for global equities. ft.trib.al/nTKDvuD
Pulling out all the stops... asset managers' cash holdings fall to a record low, report @rachel-rees.bsky.social + @emilydherbert.bsky.social
www.ft.com/content/3502...
V proud of this one -- it was my final big project before I left @jim.londoncentric.media to join the FT in September, and Jenny's wonderful pics really bring the scandal to life in all its disgusting glory.
Please do give it a read!
www.londoncentric.media/p/misconnect...
This is a story about one property's pollution of London's waterways.
But it's one of many. Experts say there could be 10,000s more cases across the capital, collectively dispatching “Middle Ages levels of sewage” into the Thames.
How is untreated sewage from this upmarket Crouch End street polluting a Tottenham park -- and threading its way via the Walthamstow Wetlands & Hackney Marshes to the Thames?
In today's London Centric, my deep dive into a small cog in one of the capital’s worst sewage scandals: misconnections.
big banks say big US stocks will get bigger! despite recent AI jitters
Binky Chadha, chief US equity strategist at Deutsche Bank, told me yday: “Everyone characterises my forecast as bullish — I’m concerned it’s not bullish enough”
With great data vis by @jonathanvincent.bsky.social
Traders gobble up sterling puts as they position for a Budget that will add to downward pressure on the pound. By @rachel-rees.bsky.social + me
www.ft.com/content/fefd...
The tax-efficient wheels of British government on.ft.com/49kjud8
