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gilesyb.bsky.social
Former politico, comment writer, spread betting dealer, editor, now think tanker, consultant, baker of overly dense loaves. I run five times a week so does that make me a Running Punk?
2,011 posts 16,739 followers 1,061 following
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I don't wish to be downbeat, but to solve the housing crisis I do fear that we may in fact have to look beyond Gwynedd in Wales

"Globalisation isn't all good/immigration has downsides/question the free market" - the problem as I see it is that these have been the go-to anti conventional wisdom ideas for so long that they've become the new conventional wisdom on.ft.com/3Db5Bjx

" They relish its walkability, architecture and the absence of active shooter drills at their kids’ schools"- on.ft.com/3XdQflh via @financialtimes.com

All I can say at this stage is… FINALLY! 💥

how on earth is it that this side actually won?

A good reminder that people will whine about absolutely anything at all

When asked who spreads the most disinformation, Grok is torn between Trump, RFK and Musk

Farage praises Elon Musk as a "hero". Musk is laying off hundreds of thousands of US workers based on the cursory analysis of a few 20-year old incel gamers let loose in the Federal bureaucracy. Musk agrees with Trump that Zelenskyy is a "dictator". 1/3

Front page of today's New York Post.

"they pursue domestic policies that offend the sensibilities of most Americans" is a quite incredible statement for a grown up politician to make in the context of foreign policy. It appears that *Russia* pursuing policies of state murder doesn't get them riled up so much

The art of the deal #wato

bsky.app/profile/rrup... Anyone interested in growth, politics, the EU and much more should follow Raoul

good Retail Sales numbers for January from the UK, comfortably ahead of consensus:

newsroom.tortoisemedia.com/cr/AQjcjBUQl... If you need some cheery news: according to @tortoisemedia.bsky.social , Spain's strong economic performance has been driven by green energy and immigration, and higher service exports

if I were an experienced columnist writing a piece on Germany ahead of elections, looking to explain outperformance of the DAX since the US election, I would simply highlight the sector and stock mix of the winners vs. the losers (rather than fail to mention it and just say 'tariffs'):

Raise your hand 🖐️ and Repost if you still support President Zelenskyy and the brave people of Ukraine! 🇺🇦 I want all of my 168K friends to follow YOU! 💙 Like ❤️ and repost 🔄 and you will get MORE followers! 🚀 Who is with me? 🖐️

Laid-off IRS employee said he had voted for Trump: "I thought that someone with his business acumen would have come in with a fine-tooth comb and actually found it instead of coming in with a wrecking ball and destroying people’s lives for no reason." www.nbcphiladelphia.com/news/local/p...

Lawyers at Twitter are reportedly threatening advertisers to spend more money on the platform “or else” Elon Musk will use his connections with Trump to hurt their companies.

Leopards/face latest:

"I, a professional political commentator, was so excited about Trump persecuting minorities and trashing the climate that I was completely oblivious to his obvious sympathy with Putin. Please pay me for my political analysis." I mean, rejoice over every sinner who repents and all that, but come on

www.thetimes.com/comment/colu... Articles like this would have more credibility if they spelled out at the beginning that they intend to charge industrial users less by charging other consumers and taxpayers more. And kept repeating it

Someone remind me: did Satoshi's original bitcoin white paper include the use case "scamming rural America"? www.nytimes.com/2025/02/19/m...

A charming tale found via Greg Mankiw www.acadian-asset.com/investment-i...

- on.ft.com/435pvqO Apparently Europe needs to create "a digital ecosystem independent of America" and it's such a tragedy that the author ran out of words before explaining exactly how

on.ft.com/4gSrCBw Tariffs are that worst of all things, a negative supply shock. Neat summary from this chap in @financialtimes.com

European Parliament member 👇🏽

Well said @alexmassie.bsky.social open.substack.com/pub/alexmass...

Are there any other gop politicians speaking out?

Pres Trump: ‘I think Europe has given $100bn [to Ukraine] and we’ve given, let’s say, $300bn plus.’ The most reliable figures show the EU has given $138bn to Ukraine, while the US has given $114bn. In 2024 Europe and Canada provided nearly 60% of NATO’s security aid to Ukraine.

Republican Senator just back from 🇺🇦 disagrees with Trump’s capitulation to Putin👇🏽

Trump has now completely humiliated his apologists in the U.K. but not one of them will be honest enough to admit it.

am on absolute tenterhooks for the full throated blast of condemnation that former prime minister Johnson is about to aim at Trump and these lies about Zelensky being a terrible leader who started the war in the first place. It is going to be *ferocious*.

Ok. Who was this

JD Vance is so nauseatingly unlikeable that he’s literally dragging down the AfD’s approval rating

While the article is worth a peruse, I think there's a subtle line between "Schumpeter was right about the value of creative destruction" and "vandalism and arson are ok because they *change* things", and I'm not sure the author acknowledges it... on.ft.com/4b80gX5

Math is hard

They screwed this all up.

if you were accidentally fired while transporting a nuclear warhead and currently need a place to stay with said warhead please know that i have a sizable backyard and an abiding desire to be a nuclear power

They tried to cancel John Crace from covering the right-wing jamboree at ExCel but no one can stop him filing copy this good www.theguardian.com/politics/202...

Since the relative performance low vs SPX on 11/13/24, some DAX quick facts: 33/40 current members positive 6/40 stocks = half the gain (SAP, Siemens^, Deutsche Telekom, Airbus, Allianz, Rheinmetall) Biggest contributors vs their size: Rheinmetall, Zalando, Siemens Energy, SAP

The inverse correlation between articles bemoaning the existential plight of the German economy, and its stock market, is a wonder to behold