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sabina-reeves.bsky.social
Macro-economics, geopolitics & real assets investment @ CBRE Investment Management. Associate Fellow @ University of Oxford’s Said Business School. Member of Council @ Marlborough College. Views my own.
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I enjoyed Duncan Mavin's “Meltdown: Scandal, Sleaze and the Collapse of Credit Suisse” - a concise, well-told account of decades of poor governance and a perpetually ill-fated search for leadership that could mash together the conservative Swiss culture with its US IB division. #creditsuisse

submitted 13 days ago • 0 comments

Sarah Wynn-Williams' #CarelessPeople has been in the news as the book #Meta tried to ban, no doubt fuelling sales. Sadly the book is a mix of the Obvious, the Out of Date, and the Unsupported. The salacious gossip weakens the actual serious case against Zuck. Deeply irritating. #bookreview

submitted 13 days ago • 0 comments

Excellent article from @fotoole.bsky.social in the latest NYRB about the European reaction to Trump’s America First policy. Not least the impetus for proper Eurobonds to fund >defence, as mooted by @gideonrachman.bsky.social in the FT. #liberationday

submitted 14 days ago • 0 comments

Fascinating panel on #datacentres at our client conf: • Streaming, public internet and genAI diversify demand • Long term cashflows, high ebitda, sticky tenants • Cost of servers are 3x cost of centre • Also need to run parallel facilities at handover • Large risk in ripping up neural network

submitted 15 days ago • 0 comments

So … new British industry of “processing” EU exports?

submitted 15 days ago • 1 comment

Get outta my pub!

submitted 49 days ago • 0 comments

This week's book rec is "Get In: The Inside Story Of Labour Under Starmer" by Patrick Maguire and Gabriel Pogrund. It’s an astonishing book - the kind of character assassination fuelled by highly identifiable informants one would expect at the bitter end of a regime rather than at its start.

submitted 57 days ago • 2 comments

Reading Bill Gates’ Source Code and it’s full of unintentional nuggets of social history like this. That Other box for the GIRLS is doing a lot of heavy lifting! #sourcecode

submitted 66 days ago • 0 comments

Quick #bookreview of “Bad Education” by Matt Goodwin. It’s a short polemic by a British ex-academic and political commentator. He argues that unis have become intolerant of diversity of thought and moved away from intellectual bravery. His solution is adopting UChicago’s Core Principles.

submitted 66 days ago • 0 comments

Superb analysis of Britain’s sclerotic growth from @rorysutherland.bsky.social in this week’s @thespectator1828.bsky.social. “…this country is running on infrastructure that has been ‘grandfathered in’. It isn’t land that’s scarce, it’s planning permission.”

submitted 83 days ago • 0 comments

Just read @parmy.bsky.social’s superb and FT prize winning twin corporate biography of Sam Altman/OpenAI and Demis Hassabis/DeepMind in one sitting. Lesson learned - this concentration of tech power is unprecedented and attempts at self-regulation don’t work. #bookrecommendation #genAI

submitted 96 days ago • 0 comments

Must everything be compared with Hitler? This strikes me as a rather lazy sub-headline from @economist.com

submitted 97 days ago • 0 comments

Supreme flex in this week’s @economist.com. The first Letter is from the President of Kenya!

submitted 97 days ago • 0 comments

To all those in real estate markets who kept trotting out the Candide-like mantra “survive to 25”…. We continue with our long held House View that rates, inflation and indeed labour markets will be more robust than people are underwriting for. #jobsreport

submitted 98 days ago • 0 comments

Fascinating by election results. There’s a presumption that Reform will (or has) cannibalised the Tory vote but it has decimated Labour in this seat. And note that Reform came second to Labour in many Red Wall seats at GE24. Starmer should be worried. #UKpolitics

submitted 119 days ago • 0 comments

The market is waking up to the fact that global inflation is going to be sticky and central banks cautious on cutting. Welcome to our House View folks! I wonder who is underwriting appropriately? #Fed #Macro #US10YT

submitted 120 days ago • 0 comments

Wir schaffen das? How will Europe react to the forthcoming wave of Syrian refugees? Because if you are anyone except a Salafist you are going to GTFO. Politics in Europe has shifted since the first wave arrived. This could tip the balance in the forthcoming German and French elections…. #syria

submitted 129 days ago • 0 comments