Profile avatar
petertl.bsky.social
Global Editor, Reuters Breakingviews. Usual disclaimers apply. Signal: petertl.17 www.breakingviews.com
972 posts 5,263 followers 515 following
Regular Contributor
Active Commenter

Many, many questions about how this would work. But this sentence stood out for some reason: “The US’s involvement would leave no room for corruption and insider deals.” www.ft.com/content/91a7...

The American right’s admiration for Putin’s Russia is based on an idea of a country that does not exist. www.wsj.com/world/russia...

SpaceX’s valuation is mostly Starlink. Starlink’s valuation is high because A) who would overbuild? B) operating leverage. Should be worth seriously less because countries will now fund rivals EVEN IF losses are high and governments will forbid use of Starlink (so leverage goes other way)

Just posted: the difficulties of analysing mergers and acquisitions in a world scrambled by geopolitical interventions. Plus five things I learned from @breakingviews.reuters.com this week. www.linkedin.com/pulse/week-b...

Interesting read on the flaws of Trump’s apparent “reverse Nixon” gambit. By @yarotrof.bsky.social www.wsj.com/world/trump-...

A modest proposal from @georgehay.bsky.social: that the UK relax visa requirements for medical, scientific and technology researchers whose work has been disrupted by the Trump administration. Call it the “non-Don” regime. www.breakingviews.com/considered-v...

Countries should be straight up banning Starlink -- massive national security risk

Trump fires top US general in unprecedented Pentagon shakeup - www.reuters.com/world/us/tru...

Total revenue in 2024: $3.6m

When I was growing up in the south of the Netherlands people who had experienced occupation and liberation would cross the street to shake hands with American tourists

When the polycrisis hits the omnishambles, what comes next? www.programmablemutter.com/p/when-the-p...

Suspect Trump will be to the European right what Stalin became for the European left in the 1930s.

JOB ALERT 🚨: We're looking for a world-class economics columnist to lead our coverage of macroeconomics, central banks, and their impact on financial markets. A unique chance to join the crack squad at @breakingviews.reuters.com. More details ⬇️ thomsonreuters.wd5.myworkdayjobs.com/External_Car...

Same here

Gangster capitalism. www.wsj.com/business/med...

Sonia Sotomayor frantically texting the Supreme Court group chat tonight: “Remember? I told you this would happen”

Setting a timer for six months to come back and see how well this take from Andy Haldane has aged. My hunch: not very. www.ft.com/content/0979...

Interesting trends in how Americans perceive the economy and inflation, just a month into Trump's second term. Hardly an endorsement of a full-fledged trade war. www.reuters.com/world/us/tru...

The answer as many of you spotted is Rheinmetall, the German tank maker. Which admittedly is a lot smaller than Nvidia in market cap terms. About 1/90th of the size.

Two stock market darlings over the past four years. The black line is chip designer Nvidia. Which European company is the blue line?

Business leaders "want an ecosystem and a legal framework that provides certainty, stability and predictability and I wonder why we do not hear this question being raised the other way round towards Trump's administration." www.reuters.com/technology/e...

The invisible hand at work in Argentina www.reuters.com/world/americ...

"It is clear now that the U.S. wants to break the post-World War Two order that they created. And that includes destroying the EU. We will have to be prepared for that and change our attitude completely.”

1/ Europe at Munich Security Conference looked like deer in Trump administration's headlights. How have we got this far without a concrete European plan for Ukraine to put on table? How is there *still* no proper consensus among major EU governments (+UK) on how far Europe is willing to step up?

This is long but absolutely gripping. The most forensic examination of the machinations inside the Murdoch clan imaginable. www.nytimes.com/2025/02/13/m...

Just posted: five things I learned from @breakingviews.reuters.com in the past week, as well as some broader thoughts on the rapid American retreat from its post-war role in the world. www.linkedin.com/pulse/week-b...

Clear and compelling from Mario Draghi on what Europe needs to do. www.ft.com/content/13a8...

The Department of Government Efficiency isn't interested in efficiency. Or transparency, or cutting costs. It's real goal is to destroy the federal civil service. In other words, regime change. www.theatlantic.com/ideas/archiv...