Duncan Lamont
@duncanlamont2.bsky.social
I post cool charts about markets and investing. Scottish and into running. Head of Strategic Research @Schroders. Not investment advice
Pretty much. It’s capex by the hyperscalers (Amazon, alphabet, meta, Microsoft)
November 7, 2025 at 9:42 PM
Pretty much. It’s capex by the hyperscalers (Amazon, alphabet, meta, Microsoft)
Always a finreg angle
Could also have been “money lost by investors in leveraged ETFs”
Could also have been “money lost by investors in leveraged ETFs”
November 7, 2025 at 9:04 AM
Always a finreg angle
Could also have been “money lost by investors in leveraged ETFs”
Could also have been “money lost by investors in leveraged ETFs”
Quality as a style is also have a shocker of a year in general. Charts here are to end august but also looks terrible to end October
www.schroders.com/en-gb/uk/int...
www.schroders.com/en-gb/uk/int...
www.schroders.com
November 7, 2025 at 9:03 AM
Quality as a style is also have a shocker of a year in general. Charts here are to end august but also looks terrible to end October
www.schroders.com/en-gb/uk/int...
www.schroders.com/en-gb/uk/int...
I knew this sounded familiar!
November 5, 2025 at 2:16 PM
I knew this sounded familiar!
For clarity: Screenshot, including title wording, is from a Schroders slide not the official BoE one
November 3, 2025 at 3:45 PM
For clarity: Screenshot, including title wording, is from a Schroders slide not the official BoE one
Changes perhaps recognise the one thing we all know about forecasts:
they're always wrong, it's just a question of by how much and in what direction
they're always wrong, it's just a question of by how much and in what direction
November 3, 2025 at 3:29 PM
Changes perhaps recognise the one thing we all know about forecasts:
they're always wrong, it's just a question of by how much and in what direction
they're always wrong, it's just a question of by how much and in what direction
Would have been useful enough not to have lost to my son this evening
Struggling for any other use cases though
Struggling for any other use cases though
November 2, 2025 at 9:13 PM
Would have been useful enough not to have lost to my son this evening
Struggling for any other use cases though
Struggling for any other use cases though
Ok turns out I need to up my trivia game
November 2, 2025 at 9:12 PM
Ok turns out I need to up my trivia game
ANSWER: it’s Coca Cola (blue) and Pepsi (green)
This is the right way the world (not investment advice). Pepsi tastes minging, IMO. An ice cold can of full fat coke on the other hand is a glorious thing
This is the right way the world (not investment advice). Pepsi tastes minging, IMO. An ice cold can of full fat coke on the other hand is a glorious thing
October 31, 2025 at 2:22 PM
ANSWER: it’s Coca Cola (blue) and Pepsi (green)
This is the right way the world (not investment advice). Pepsi tastes minging, IMO. An ice cold can of full fat coke on the other hand is a glorious thing
This is the right way the world (not investment advice). Pepsi tastes minging, IMO. An ice cold can of full fat coke on the other hand is a glorious thing