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brokenbanker.bsky.social
BrokenBanker
@brokenbanker.bsky.social
Equities, ETFs, Rates, FX trader. also 🎥, 📺, 🏏, 🎶. will never spam you with crypto, so ignore any imposters pretending to be me.
am ambivalent myself; he's a tech investor so you'd expect him to make money. what you can say looking at the longer term, is that he has brief periods of strong outperformance of the Nasdaq (see the dotcom bubble and the current AI bubble), but barely beats the Nasdaq over 30 years:
November 11, 2025 at 8:42 AM
it's amusing that people love to rag on Masayoshi Son for some of his more public investment fails, and are seeing this as a 'buy' signal for NVDA; but don't consider the longer term performance of Softbank, which has had it off this year in particular being +147%:
November 11, 2025 at 8:31 AM
UK employment and average weekly earnings data for September a little soft vs. expectations, so can be seen as slightly helpful for the inflation outlook perhaps. GBP a little softer on the back of this print:
November 11, 2025 at 7:43 AM
UK reporting sees good performance from #VOD.L Vodafone, #FOUR.L 4imprint Group and misses from #HFG.L Hilton Food Group and #TIG.L Team Internet Group:
November 11, 2025 at 7:31 AM
UK October British Retail Consortium sales monitor shows +1.5% growth y/y, a slowing from the summer months, largely driven by poorer weather and some holding back consumption ahead of November's upcoming Black Friday online shopping frenzy:
November 11, 2025 at 6:46 AM
we're snail posting, post your snails:

(aka, the 'please, my rabbit is very sick meme')
November 10, 2025 at 9:03 AM
UK reporting shows a new CEO at Diageo (ex Tesco & Unilever), beats from #APN.L Applied Nutrition and #MPE.L M.P. Evans and possible resolution of US government shutdown, so delayed US macro data may start appearing by end of week/next week:
November 10, 2025 at 7:20 AM
it me, Sci-Fi ship aficionado (but usually old school):
November 9, 2025 at 8:46 PM
it's a Ferengi ship:
November 9, 2025 at 8:40 PM
November 9, 2025 at 7:04 PM
new BBC Director General picks shortlist:
November 9, 2025 at 6:24 PM
flat roof murder pubs only do this when they're very distressed:
November 9, 2025 at 11:25 AM
If you see this, post an album cover with a motor vehicle on it:
November 8, 2025 at 4:27 PM
Leftfield for me at the Brixton Academy in 1996. the gig that infamously caused the ceiling plastering to come loose in places:
November 8, 2025 at 3:57 PM
it's just a really stupid framing, if not exactly a surprise:
November 7, 2025 at 11:33 AM
pouring one out for Nick Train again (but not really), who has 8.4% of his Finsbury Growth & Income Trust in Rightmove. note he's also still persisting with Diageo despite another warning yesterday cc: @xvrmdf.bsky.social
November 7, 2025 at 9:09 AM
mercifully light UK news day to finish the week, main story will be rumours re possible ITV break-up:
November 7, 2025 at 7:21 AM
the shift to the right in Bloomberg news continues:
November 7, 2025 at 5:49 AM
November 6, 2025 at 7:30 PM
#ITV.L ITV break-up finally on the cards ?
November 6, 2025 at 6:40 PM
is there a correlation between Evri being consistently the worst of the courier companies (everyone has a terrible Evri delivery story); and it using 4 different fonts in its logo for a 4 letter word ?
November 6, 2025 at 4:01 PM
my spirit animal. also me reading BlueSky posts 😀
November 6, 2025 at 1:14 PM
Bank of England holds with a very close 5-4 vote for a cut:
November 6, 2025 at 12:01 PM
lots of UK reporting: positives #SN.L Smith+Nephew, #NG.L National Grid, #DGE.L Diageo, #HSX.L Hiscox, #SBRY.L J Sainsbury, #HTWS.L Helios Towers
November 6, 2025 at 7:47 AM
hahahahaha - <breathes> - hahahahaha

is this think tank sponsored by Bridgewater by any chance ?
November 6, 2025 at 6:22 AM