Macronin
@macronin1.bsky.social
Risk taker not influencer. Not advice. HF guy and a *gulp* fintech founder. Some clown got to macronin first. Elbows up.
With Rayner gone, the budget will become a higher vol event.
September 6, 2025 at 7:29 AM
With Rayner gone, the budget will become a higher vol event.
Why does the UK have twice the number of disabled people as Germany? Incentives my dear boy, incentives. The system must be changed. Not for fiscal reasons, but out of fairness.
August 31, 2025 at 9:24 AM
Why does the UK have twice the number of disabled people as Germany? Incentives my dear boy, incentives. The system must be changed. Not for fiscal reasons, but out of fairness.
So, I attempted to write a tongue in cheek response, which I gather was labelled "rude". Perhaps in keeping with my apparently normie-by-punkish quadrant...
July 8, 2025 at 12:34 PM
So, I attempted to write a tongue in cheek response, which I gather was labelled "rude". Perhaps in keeping with my apparently normie-by-punkish quadrant...
Bad forecasting, redux. I don’t have an issue on applying VAT to schools, though in principle taxing high multiplier activities like education reduces total tax take and doesn’t increase it. The benefits from having a higher number of motivated kids in state schools may be an offset.
May 18, 2025 at 9:37 AM
Bad forecasting, redux. I don’t have an issue on applying VAT to schools, though in principle taxing high multiplier activities like education reduces total tax take and doesn’t increase it. The benefits from having a higher number of motivated kids in state schools may be an offset.
GTA game developers ($TTWO) need to figure out how to incorporate these weird Dulles buses into a game pack.
April 26, 2025 at 8:29 PM
GTA game developers ($TTWO) need to figure out how to incorporate these weird Dulles buses into a game pack.
Commence face ripping rally.
April 9, 2025 at 5:33 PM
Commence face ripping rally.
Fed on monetary policy, LTFO.
April 9, 2025 at 5:24 AM
Fed on monetary policy, LTFO.
Saw this on the other site, which frankly is just way better at memes / humour. Their tag is Gandalv for credit.
March 29, 2025 at 12:26 AM
Saw this on the other site, which frankly is just way better at memes / humour. Their tag is Gandalv for credit.
Times Comment agreed.
March 16, 2025 at 9:33 AM
Times Comment agreed.
Cummings, the destroyer of worlds. This guy is a shit.
March 16, 2025 at 9:04 AM
Cummings, the destroyer of worlds. This guy is a shit.
Sort of interesting that at the moment rates, equities, and commods are all starting to price a material reduction in growth. i) Reals tighter ii) NDX < SPX iii) Many commods getting hit. One of the best stagflation stocks I can think of (KO) has had a very good run.
March 4, 2025 at 10:52 AM
Sort of interesting that at the moment rates, equities, and commods are all starting to price a material reduction in growth. i) Reals tighter ii) NDX < SPX iii) Many commods getting hit. One of the best stagflation stocks I can think of (KO) has had a very good run.
Mrs Watanabe doesn't like what she is seeing
February 5, 2025 at 10:49 AM
Mrs Watanabe doesn't like what she is seeing
To the extent this is helpful:
February 3, 2025 at 3:43 PM
To the extent this is helpful:
Wondering if pubmed needs to include some tweets as examples. The other place is starting to look like a scene from Scarface.
January 6, 2025 at 9:49 AM
Wondering if pubmed needs to include some tweets as examples. The other place is starting to look like a scene from Scarface.
Cocoa, going Cuckoo for coca puffs..
December 18, 2024 at 3:16 PM
Cocoa, going Cuckoo for coca puffs..
USD performance of being long UKX vs SPX. So, UKX has sucked. But more importantly, the total return for holding it over the last year has been just over 5%. First chart is vs SPX. Second is vs rolling t-bills. Not great for taking equity risk. Source: Bloomberg.
December 17, 2024 at 10:53 AM
USD performance of being long UKX vs SPX. So, UKX has sucked. But more importantly, the total return for holding it over the last year has been just over 5%. First chart is vs SPX. Second is vs rolling t-bills. Not great for taking equity risk. Source: Bloomberg.
Liquidity does correlate with a lower risk premia, all else equal. The primary driver of the UK's under-performance is primarily driven by the index, because passive has become the marginal provider of capital in the last 10 years.
December 17, 2024 at 10:36 AM
Liquidity does correlate with a lower risk premia, all else equal. The primary driver of the UK's under-performance is primarily driven by the index, because passive has become the marginal provider of capital in the last 10 years.
Terrific article from Andy Haldane. Social capital has been massively underinvested in the past 50 years and we are feeling the fallout. IMHO some Silicone Valley ideals may have accelerated that deterioration.
December 15, 2024 at 11:56 AM
Terrific article from Andy Haldane. Social capital has been massively underinvested in the past 50 years and we are feeling the fallout. IMHO some Silicone Valley ideals may have accelerated that deterioration.
The Franklin Trail. Speaking about the SBS. “They have no known graves. Their average age was 23. Think on that, as you stand here in freedom.”
December 7, 2024 at 3:28 PM
The Franklin Trail. Speaking about the SBS. “They have no known graves. Their average age was 23. Think on that, as you stand here in freedom.”
@financialtimes.com
With all of your journalists spending beaucoup time on this platform, why is there no "link article" in the social media section?
With all of your journalists spending beaucoup time on this platform, why is there no "link article" in the social media section?
December 5, 2024 at 1:18 PM
@financialtimes.com
With all of your journalists spending beaucoup time on this platform, why is there no "link article" in the social media section?
With all of your journalists spending beaucoup time on this platform, why is there no "link article" in the social media section?
The hazards of running a honeytrap according to the @financialtimes.com
December 3, 2024 at 2:49 PM
The hazards of running a honeytrap according to the @financialtimes.com
Nothing will beat the nerdish excellence of a log-scale chart of a levered VIX ETF.
December 2, 2024 at 10:38 AM
Nothing will beat the nerdish excellence of a log-scale chart of a levered VIX ETF.
