@mellowmark.bsky.social
Less popular than Starmer according to Yougov?
November 13, 2025 at 1:25 PM
Less popular than Starmer according to Yougov?
No Gratuitous Sax & Senseless Violins allowed...
November 13, 2025 at 1:44 AM
No Gratuitous Sax & Senseless Violins allowed...
There is still a significant difference in concentration, valuation and historical earnings growth:
S&P 500:
PE 22.86
Price to book: 4.60
Price to sales: 3.21
Assets in top 10 holdings: 38.88%
MSCI World ex US:
PE 15.42
Price to book: 2.03
Price to sales: 1.63
Assets in top 10 holdings: 11.32%
S&P 500:
PE 22.86
Price to book: 4.60
Price to sales: 3.21
Assets in top 10 holdings: 38.88%
MSCI World ex US:
PE 15.42
Price to book: 2.03
Price to sales: 1.63
Assets in top 10 holdings: 11.32%
November 12, 2025 at 1:41 PM
There is still a significant difference in concentration, valuation and historical earnings growth:
S&P 500:
PE 22.86
Price to book: 4.60
Price to sales: 3.21
Assets in top 10 holdings: 38.88%
MSCI World ex US:
PE 15.42
Price to book: 2.03
Price to sales: 1.63
Assets in top 10 holdings: 11.32%
S&P 500:
PE 22.86
Price to book: 4.60
Price to sales: 3.21
Assets in top 10 holdings: 38.88%
MSCI World ex US:
PE 15.42
Price to book: 2.03
Price to sales: 1.63
Assets in top 10 holdings: 11.32%
There is still a significant difference in concentration, valuation and historical earnings growth:
S&P 500:
PE 22.86
Price to book: 4.60
Assets in top 10 holdings: 38.88%
MSCI World ex US:
PE 15.42
Price to book: 2.03
Assets in top 10 holdings: 11.32%
S&P 500:
PE 22.86
Price to book: 4.60
Assets in top 10 holdings: 38.88%
MSCI World ex US:
PE 15.42
Price to book: 2.03
Assets in top 10 holdings: 11.32%
November 12, 2025 at 1:38 PM
There is still a significant difference in concentration, valuation and historical earnings growth:
S&P 500:
PE 22.86
Price to book: 4.60
Assets in top 10 holdings: 38.88%
MSCI World ex US:
PE 15.42
Price to book: 2.03
Assets in top 10 holdings: 11.32%
S&P 500:
PE 22.86
Price to book: 4.60
Assets in top 10 holdings: 38.88%
MSCI World ex US:
PE 15.42
Price to book: 2.03
Assets in top 10 holdings: 11.32%
Some people might be surprised that the iShares UK dividend etf (all UK shares) has outperformed the US S&P 500 over the past 5 years, 1 year and year to date. (In GBP and performance is very different over 10 years of course).
November 10, 2025 at 9:10 PM
Some people might be surprised that the iShares UK dividend etf (all UK shares) has outperformed the US S&P 500 over the past 5 years, 1 year and year to date. (In GBP and performance is very different over 10 years of course).
"If you exclude AI boom stocks from the S&P 500, since the launch of ChatGPT in 2022, the annualised rise in that index is just 5.4%, compared to 19.4% with the AI bubble stocks included."
"Since ChatGPT launched in November 2022, AI-related stocks have registered 75% of S&P 500 returns."
"Since ChatGPT launched in November 2022, AI-related stocks have registered 75% of S&P 500 returns."
November 10, 2025 at 8:44 PM
"If you exclude AI boom stocks from the S&P 500, since the launch of ChatGPT in 2022, the annualised rise in that index is just 5.4%, compared to 19.4% with the AI bubble stocks included."
"Since ChatGPT launched in November 2022, AI-related stocks have registered 75% of S&P 500 returns."
"Since ChatGPT launched in November 2022, AI-related stocks have registered 75% of S&P 500 returns."
November 9, 2025 at 11:31 PM
Martin Gilbert, Executive Chairman of River Global Asset management would say that though, wouldn't he?
www.assetco.com/investor-rel...
www.river.global/our-funds/fu...
www.assetco.com/investor-rel...
www.river.global/our-funds/fu...
November 8, 2025 at 12:03 PM
Martin Gilbert, Executive Chairman of River Global Asset management would say that though, wouldn't he?
www.assetco.com/investor-rel...
www.river.global/our-funds/fu...
www.assetco.com/investor-rel...
www.river.global/our-funds/fu...
November 8, 2025 at 12:11 AM
Google have added the label 'advertiser identity verified by Google' to hundreds of accounts where the identity they have 'verified' is actually an innocent UK Ltd company, overseas company or individual who have had their name hijacked/ stolen by fraudsters to run scam ads.
November 6, 2025 at 12:32 PM
Google have added the label 'advertiser identity verified by Google' to hundreds of accounts where the identity they have 'verified' is actually an innocent UK Ltd company, overseas company or individual who have had their name hijacked/ stolen by fraudsters to run scam ads.
I don't use Facebook, but I get dozens of scam ads in my Google news feed every day. (Examples from today in screenshots.)
Ad accounts where I have reported dozens of ads to Google are still running ads over a year after first reporting scam ads.
Ad accounts where I have reported dozens of ads to Google are still running ads over a year after first reporting scam ads.
November 6, 2025 at 12:29 PM
I don't use Facebook, but I get dozens of scam ads in my Google news feed every day. (Examples from today in screenshots.)
Ad accounts where I have reported dozens of ads to Google are still running ads over a year after first reporting scam ads.
Ad accounts where I have reported dozens of ads to Google are still running ads over a year after first reporting scam ads.
Good point. Had a look and it seems that these are recorded separately.
www.ons.gov.uk/peoplepopula...
www.ons.gov.uk/peoplepopula...
www.ons.gov.uk/peoplepopula...
www.ons.gov.uk/peoplepopula...
November 3, 2025 at 11:39 PM
Good point. Had a look and it seems that these are recorded separately.
www.ons.gov.uk/peoplepopula...
www.ons.gov.uk/peoplepopula...
www.ons.gov.uk/peoplepopula...
www.ons.gov.uk/peoplepopula...
Trump Media is also now going to profit from prediction markets (betting) powered by an arrangement with Crypto.com / CDNA - including bets on the outcome of political elections, interest rate changes, commodity prices and sports...
November 3, 2025 at 7:46 PM
Trump Media is also now going to profit from prediction markets (betting) powered by an arrangement with Crypto.com / CDNA - including bets on the outcome of political elections, interest rate changes, commodity prices and sports...
Yes, the UK is more or less in line with other European countries and the US is about 5 times higher than the UK per capita.
ourworldindata.org/grapher/homi...
ourworldindata.org/grapher/homi...
November 3, 2025 at 1:45 PM
Yes, the UK is more or less in line with other European countries and the US is about 5 times higher than the UK per capita.
ourworldindata.org/grapher/homi...
ourworldindata.org/grapher/homi...
Violent crime peaked in 1995 according to the Crime Survey for England and Wales..
November 3, 2025 at 12:01 PM
Violent crime peaked in 1995 according to the Crime Survey for England and Wales..
Not a word on the lack of 'advertising standards' that is doing actual harm (not only because of the fraud, but also a decline in public trust: of ads, of journalism, of politicians etc).
Fake versions of UK news websites, fake articles, AI generated images, fake endorsements by govt/ politicians
Fake versions of UK news websites, fake articles, AI generated images, fake endorsements by govt/ politicians
November 1, 2025 at 12:05 PM
Not a word on the lack of 'advertising standards' that is doing actual harm (not only because of the fraud, but also a decline in public trust: of ads, of journalism, of politicians etc).
Fake versions of UK news websites, fake articles, AI generated images, fake endorsements by govt/ politicians
Fake versions of UK news websites, fake articles, AI generated images, fake endorsements by govt/ politicians
Roses are red
Violets are blue
Violets are blue
October 30, 2025 at 4:31 PM
Roses are red
Violets are blue
Violets are blue
This puts individuals at risk of their name/ LTD company name being associated with fraud and the potential reputation and loss of business associated with that...
October 30, 2025 at 11:57 AM
This puts individuals at risk of their name/ LTD company name being associated with fraud and the potential reputation and loss of business associated with that...
Google ads are marking dozens of ad accounts as verified ("advertiser identity verified by Google") when the identities actually belong to innocent individuals and companies (including UK LTD companies) who have had their identity hijacked/ stolen by fraudsters to run scam investment ads.
October 30, 2025 at 11:50 AM
Google ads are marking dozens of ad accounts as verified ("advertiser identity verified by Google") when the identities actually belong to innocent individuals and companies (including UK LTD companies) who have had their identity hijacked/ stolen by fraudsters to run scam investment ads.
Even Google news is putting fake news into the Google news feed. I got this yesterday - a .co.za (South Africa) domain name, website totally plastered with ads on top of ads & content (Google ads, ironically). Obviously completely false claim about pension payments rising massively from tomorrow.
October 27, 2025 at 4:40 PM
Even Google news is putting fake news into the Google news feed. I got this yesterday - a .co.za (South Africa) domain name, website totally plastered with ads on top of ads & content (Google ads, ironically). Obviously completely false claim about pension payments rising massively from tomorrow.
Gold mining and other mining shares (and a gold & silver fund) appeared in the top 10 buys on ii platform the week before the gold price peaked.
Top buys week ending 10 October on the left, top buys week ending 17 October on the right:
www.ii.co.uk/analysis-com...
Top buys week ending 10 October on the left, top buys week ending 17 October on the right:
www.ii.co.uk/analysis-com...
October 27, 2025 at 2:35 PM
Gold mining and other mining shares (and a gold & silver fund) appeared in the top 10 buys on ii platform the week before the gold price peaked.
Top buys week ending 10 October on the left, top buys week ending 17 October on the right:
www.ii.co.uk/analysis-com...
Top buys week ending 10 October on the left, top buys week ending 17 October on the right:
www.ii.co.uk/analysis-com...
Absolutely nothing on Sky news either. But they have live rolling coverage of Hadush Kebatu being arrested (yes, him being found and arrested is obviously newsworthy and in the public interest, but does it really require constant live updates?).
news.sky.com
news.sky.com
October 26, 2025 at 11:58 AM
Absolutely nothing on Sky news either. But they have live rolling coverage of Hadush Kebatu being arrested (yes, him being found and arrested is obviously newsworthy and in the public interest, but does it really require constant live updates?).
news.sky.com
news.sky.com