Pinned
It sounds bizarre to say Apple has only spent $13 billion in CapEx over the last year when Meta, Alphabet, and Microsoft have spent a combined $214 billion.
November 12, 2025 at 11:07 PM
It sounds bizarre to say Apple has only spent $13 billion in CapEx over the last year when Meta, Alphabet, and Microsoft have spent a combined $214 billion.
United Kingdom unemployment creeps up to 5.00%, up from 4.80%.
Highest level in the post-pandemic era.
Highest level in the post-pandemic era.
November 11, 2025 at 11:58 AM
United Kingdom unemployment creeps up to 5.00%, up from 4.80%.
Highest level in the post-pandemic era.
Highest level in the post-pandemic era.
With the BOE interest rate decision coming up in 20 minutes, the consensus is saying that:
• 0/9 votes for a Hike
• 6/9 votes for Unchanged
• 3/9 votes for a Cut
• 0/9 votes for a Hike
• 6/9 votes for Unchanged
• 3/9 votes for a Cut
November 6, 2025 at 11:40 AM
With the BOE interest rate decision coming up in 20 minutes, the consensus is saying that:
• 0/9 votes for a Hike
• 6/9 votes for Unchanged
• 3/9 votes for a Cut
• 0/9 votes for a Hike
• 6/9 votes for Unchanged
• 3/9 votes for a Cut
Wild stat from the FT on the LSE vs NYSE:
"In the year to September just $210mn was raised from London IPOs compared with $52.8bn in New York over the same period".
"In the year to September just $210mn was raised from London IPOs compared with $52.8bn in New York over the same period".
November 3, 2025 at 12:13 PM
Wild stat from the FT on the LSE vs NYSE:
"In the year to September just $210mn was raised from London IPOs compared with $52.8bn in New York over the same period".
"In the year to September just $210mn was raised from London IPOs compared with $52.8bn in New York over the same period".
I love how "slop bowl" has entered the dictionary of mainstream media.
$CMG
$CMG
October 31, 2025 at 3:07 PM
I love how "slop bowl" has entered the dictionary of mainstream media.
$CMG
$CMG
$SPX This is just price return (not total return) but look at the drawdown in the S&P 500 from 1929 through to the 1950s.
October 24, 2025 at 11:29 AM
$SPX This is just price return (not total return) but look at the drawdown in the S&P 500 from 1929 through to the 1950s.
$GOOGL All-Time High
October 20, 2025 at 2:26 PM
$GOOGL All-Time High
$MC The talking heads are suddenly positive on LVMH again, after the stock price went up.
October 10, 2025 at 12:27 PM
$MC The talking heads are suddenly positive on LVMH again, after the stock price went up.
$INTC Intel's EBIT history is wild.
October 2, 2025 at 4:32 PM
$INTC Intel's EBIT history is wild.
$GOOGL First time the average price target on Alphabet has been lower than the current share price in the last 10 years.
September 22, 2025 at 10:51 AM
$GOOGL First time the average price target on Alphabet has been lower than the current share price in the last 10 years.
$V Visa to pause efforts on US Open Banking for now.
Interesting context below, from the Goldman Sachs Communacopia + Technology Conference
Interesting context below, from the Goldman Sachs Communacopia + Technology Conference
September 18, 2025 at 8:38 AM
$V Visa to pause efforts on US Open Banking for now.
Interesting context below, from the Goldman Sachs Communacopia + Technology Conference
Interesting context below, from the Goldman Sachs Communacopia + Technology Conference
Historic lows at $LULU for P/E and EV/EBIT
September 5, 2025 at 2:32 PM
Historic lows at $LULU for P/E and EV/EBIT
$BRBY It's 1 year to the day since it was announced Burberry would exit the FTSE 100, being removed later that month on the 20th Sep.
Today, it was announced they'd be rejoining the FTSE 100, taking effect on Sep 22nd.
Since falling out last year, the stock is +111%.
Today, it was announced they'd be rejoining the FTSE 100, taking effect on Sep 22nd.
Since falling out last year, the stock is +111%.
September 4, 2025 at 9:34 AM
$BRBY It's 1 year to the day since it was announced Burberry would exit the FTSE 100, being removed later that month on the 20th Sep.
Today, it was announced they'd be rejoining the FTSE 100, taking effect on Sep 22nd.
Since falling out last year, the stock is +111%.
Today, it was announced they'd be rejoining the FTSE 100, taking effect on Sep 22nd.
Since falling out last year, the stock is +111%.
United Kingdom Job Vacancies (718k) vs. Unemployed Persons (1.7m)
September 4, 2025 at 8:00 AM
United Kingdom Job Vacancies (718k) vs. Unemployed Persons (1.7m)
The $GOOG is +6.5% pre-market.
September 3, 2025 at 10:53 AM
The $GOOG is +6.5% pre-market.
The UK vs. Poland in GDP per Capita (PPP) over the last few decades.
August 28, 2025 at 7:38 AM
The UK vs. Poland in GDP per Capita (PPP) over the last few decades.
$GRG Interesting that Greggs is being priced at <1x sales here.
It briefly dipped below that during the depths of the pandemic, but before that hadn't been below 1x sales since 2014.
It briefly dipped below that during the depths of the pandemic, but before that hadn't been below 1x sales since 2014.
August 6, 2025 at 9:18 AM
$GRG Interesting that Greggs is being priced at <1x sales here.
It briefly dipped below that during the depths of the pandemic, but before that hadn't been below 1x sales since 2014.
It briefly dipped below that during the depths of the pandemic, but before that hadn't been below 1x sales since 2014.
For the past few years, I've been writing down all of my favourite recipes.
This is primarily for my benefit. It allows me to accurately record good recipes and keep a running log of my favourites for future meal planning.
Here are 12 of my absolute favourite bangers:
This is primarily for my benefit. It allows me to accurately record good recipes and keep a running log of my favourites for future meal planning.
Here are 12 of my absolute favourite bangers:
August 5, 2025 at 11:52 AM
For the past few years, I've been writing down all of my favourite recipes.
This is primarily for my benefit. It allows me to accurately record good recipes and keep a running log of my favourites for future meal planning.
Here are 12 of my absolute favourite bangers:
This is primarily for my benefit. It allows me to accurately record good recipes and keep a running log of my favourites for future meal planning.
Here are 12 of my absolute favourite bangers:
The US Dollar is gaining a little bit of wind back in its sales.
July 30, 2025 at 4:35 PM
The US Dollar is gaining a little bit of wind back in its sales.
Not seeing this discussed a lot, but the $IBIT Bitcoin spot ETF is getting pretty close to the AUM of the world's largest Gold ETF $GLD
July 29, 2025 at 11:30 AM
Not seeing this discussed a lot, but the $IBIT Bitcoin spot ETF is getting pretty close to the AUM of the world's largest Gold ETF $GLD
One of my favourite rituals is the ~1.5 hours I get to spend every morning reading and sipping coffee, uninterupted.
July 23, 2025 at 12:26 PM
One of my favourite rituals is the ~1.5 hours I get to spend every morning reading and sipping coffee, uninterupted.
The US Dollar is worth 9.2% less than it was at the beginning of the year.
July 16, 2025 at 6:12 PM
The US Dollar is worth 9.2% less than it was at the beginning of the year.
EuroStoxx* is crushing the S&P 500 YTD.
(Converted the returns to USD)
(Converted the returns to USD)
July 16, 2025 at 10:45 AM
EuroStoxx* is crushing the S&P 500 YTD.
(Converted the returns to USD)
(Converted the returns to USD)
UK Inflation is on the rise, with latest reading of headline CPI at 3.6%
July 16, 2025 at 9:07 AM
UK Inflation is on the rise, with latest reading of headline CPI at 3.6%