James Mackintosh @jmackin2.bsky.social · 15hDoes Google have a counting problem? Or perhaps the camera is £499, you pay an extra £100 for the rest of the phone? Either way v odd (from Google's own web site) 153
James Mackintosh @jmackin2.bsky.social · 18hSure, every day is unusual now in markets. But still: Up today (as of a minute ago): S&P futures, oil, bond yields, gold, AND the dollar. Nothing makes sense any more. 140
James Mackintosh @jmackin2.bsky.social · 29/09/2026Guildhall might be world's best polling place. Sadly Lord Mayor of London election uncontested as one of the two candidates dropped out 151
Reposted by James MackintoshPeter Thal Larsen @petertl.bsky.social · 29/09/2026"While public companies routinely outline product risks to investors, few, if any, have issued warnings suggesting their technology could cause potential human extinction." www.reuters.com/business/fin...reuters.comEXCLUSIVE: Anthropic warns AI may pose 'existential risks to humanity' in IPO filingIt's an extraordinary warning by a company seeking to profit from the same technology. 2179
James Mackintosh @jmackin2.bsky.social · 26/09/2026WTAF September: bare nails are "a class issue" www.bbc.co.uk/news/article... August: bare nails are "racial erasure" www.theguardian.com/fashion/2026...theguardian.comRecession nails or racial erasure? Why a ‘naked’ manicure is not as neutral as it seemsBold colours are out and short, (seemingly) bare nails in, but some see trend as part of criticised ‘clean girl aesthetic’ 111
Reposted by James MackintoshGiles Wilkes @gilesyb.bsky.social · 26/09/2026'no officer I'm not "wasting your time", it's September for goodness' sake' 4316
James Mackintosh @jmackin2.bsky.social · 24/09/2026AI's desperate for power, so easy-to-make-but-inefficient turbines might be the answer. www.wsj.com/business/ene...wsj.comExclusive | Is 3-D Printing the Answer to AI’s Gas Turbine Crunch?The long wait for gas turbines has everyone from tiny California startup Parallax to Elon Musk piling into the power business. 010
Reposted by James MackintoshAdam @adamshap.bsky.social · 24/09/2026www.wsj.com/economy/the-...wsj.comThe AI Build-Out Is Becoming the Biggest Economic Bet in U.S. HistoryData-center spending is greater than that for canals, railroads and grid combined—creating jobs and stock-market wealth, while boosting inflation and crowding out housing. 141
James Mackintosh @jmackin2.bsky.social · 21/09/2026Will it be exported via Lithuania (where it used to go), Latvia, Poland, Ukraine - or Russia? EU would need to lift sanctions before it could go via first three I believe, Ukraine obvious no, US just imposed new sanctions on Russia (market unclear if they apply to fertilizer, Platts said last week) 030
Reposted by James MackintoshAstronomer Royal for Scotland | Catherine Heymans @astroroyalscot.bsky.social · 20/09/2026NASA picture of the day today is a real 🏴beauty! This is a composite image of the ~5000yo Callanish Stones on the Isle of Lewis. The amazing Giuseppe Petricca has only gone and photographed the Sun at noon there, every few days, for a whole year. #Dedication 🔭🧪👌 ℹ️: science.nasa.gov/image-articl... 6644181394
James Mackintosh @jmackin2.bsky.social · 20/09/2026Latest Streetwise: We don't know where we're going, and it's not even clear how we got here www.wsj.com/finance/inve...wsj.comWhy It’s So Hard to Work Out What the Bond Market Is Telling UsDid bond yields rise because the economy is strong or because America’s credibility is on the line? 021
James Mackintosh @jmackin2.bsky.social · 16/09/2026So, it's true you lost a lot of money if you bought 30-year U.S. Treasurys at close to 0% in 2020. It could be worse: You could have bought the Austrian 100-year, British 50-year or Japanese 40 year. 144
Reposted by James MackintoshJonathan Portes @jdportes.bsky.social · 16/09/2026Good straightforward reporting from the Wall Street Journal on Musk's promotion of Restore/Rupert Low/civil war in the UK. Lots of detail, no polemics. The BBC could and should do this. Why doesn't it? archive.ph/eTOS5 14288116
Reposted by James MackintoshJason Zweig @jasonzweigwsj.bsky.social · 25/08/2026My latest "The Intelligent Investor" newsletter for the WSJ: www.wsj.com/finance/inve...wsj.comAre Inflation-Fighting Bonds on Sale?I just bought more Treasury Inflation-Protected Securities. Plus, more questions for your adviser about private funds (and happy 96th birthday, Warren Buffett) 043
James Mackintosh @jmackin2.bsky.social · 19/08/2026Andy Haldane desperately trying to get politicians to understand finance and the economy by sinking to a dodgy football analogy & dire pun on Messi/messy Ignore that and it's a good piece tho giftarticle.ft.com/giftarticle/... via @FTgiftarticle.ft.com 021
James Mackintosh @jmackin2.bsky.social · 15/08/2026@katie0martin.ft.com I don't get your point on the 30y yield. Are you saying that's driving the yen? Japanese 30y yields are up ~50bp this year, the 30y UST yield is up ~35bp. So if anyone did 30y carry trades (pretty sure that isn't a thing) it should have led to a stronger yen 020
Reposted by James MackintoshThe Wall Street Journal @wsj.com · 14/08/2026Cami Clark—who started what she called a "revolutionary porn company" where she sought investment from Jeffrey Epstein—keeps a low profile but is a key adviser to Anthropic CEO Dario Amodei. Its coming IPO could top trillions. 🔗: on.wsj.com/4qmgl30 42312
Reposted by James MackintoshHenry Mance @henrymance.ft.com · 14/08/2026update to Reform UK's WFH policy 1639469
James Mackintosh @jmackin2.bsky.social · 13/08/2026UK vs G7 GDP growth: lack of any sign of weaker UK growth is another reason to raise rates, says Bank of England's Huw Pill www.wsj.com/livecoverage... 011
Reposted by James MackintoshNational Trust @nationaltrust.org.uk · 12/08/2026ANNOUNCEMENT: All our sundials will be out of order this evening between about 6pm and 8pm, we apologise for any inconvenience this may cause. Normal service will resume tomorrow. In unrelated news, enjoy the eclipse later... Photos: Mike Selby, Annapurna Mellor, Chris Davies, John Millar 201711458
Reposted by James MackintoshDuncan Robinson @duncanrobinson.bsky.social · 07/08/2026Wrote about the politics of eternal adolescence and Polanski as the leader of the Peter Pan Class www.economist.com/britain/2026... 21528
James Mackintosh @jmackin2.bsky.social · 05/08/2026So now Polanski is resorting to attacking the BBC when they ask questions, same strategy as Farage 121
James Mackintosh @jmackin2.bsky.social · 05/08/2026Who backed Situational Awareness www.wsj.com/finance/inve...wsj.comExclusive | The Investing Heavyweights That Backed Situational Awareness Before It Blew UpThe hedge fund behind aggressive AI bets tapped into a roster of big-name investors. Some warned the founder that he was taking big risks. 151
James Mackintosh @jmackin2.bsky.social · 05/08/2026Can't decide if having a hawk flying about my garden is making me more or less likely to mention "hawkish" in central bank stories 020
James Mackintosh @jmackin2.bsky.social · 03/08/2026Rare use of the "Ichimoku baseline" (part of the Ichimoku Cloud analysis) today thanks to technical analysis of the yen break. Love lines on charts, and this is (among?) the most complex of them all. 010
James Mackintosh @jmackin2.bsky.social · 02/08/2026www.wsj.com/finance/stoc...wsj.comAmerica Is Great at Creating Stock Market Bubbles—and Shrugging Them OffOne day the bust will be the big one. But for now the pullback in AI-related stocks has been almost completely offset by gains elsewhere. 120
James Mackintosh @jmackin2.bsky.social · 01/08/2026All the other index providers are frantically adding SpaceX and other sexy AI stocks. S&P 500 just added Ferguson Enterprises, which supplies plumbers. (Also HVAC which is booming for data centres, but hey, the index is designed to represent the real America) 171
Reposted by James MackintoshAlex Selby-Boothroyd @alexselbyb.bsky.social · 31/07/2026The Odyssey merch is getting out of hand 181104205
James Mackintosh @jmackin2.bsky.social · 28/07/2026Weird they keep saying 14 year olds could study AI as part of the planned vocational training. Which part of the PhD-level AI maths do they think they will teach? 131
James Mackintosh @jmackin2.bsky.social · 28/07/2026The right sort of distractions from the chip-stock meltdown: 1. Sparrowhawk in tree just outside window 2. Wind at just the right angle to make the palm tree next to it make triffid rattling noise 010
Reposted by James MackintoshCiaran Martin @ciaranm.bsky.social · 25/07/2026Really cool that the FT is re-running commenorative articles from the archives from this time 50 years ago on its front page 1132750
James Mackintosh @jmackin2.bsky.social · 24/07/2026So was calculating finances of adding solar+battery and the VAT cut of course makes it even less financially worthwhile. Need some big assumptions to get sensible pay off in less than perfect roof installation (eg that self-cleaning panels never need cleaning, as scaffold wipes out ~1yr of returns) 030
James Mackintosh @jmackin2.bsky.social · 24/07/2026Trump adding tariffs on other countries for not doing enough to stop imports made with forced labour in the year Alabama prisoners went on strike, demands inc: "Abolish Forced Prison Labor" 082
James Mackintosh @jmackin2.bsky.social · 21/07/2026Nice City you've got there...shame if something were to happen to it JPMorgan boss Jamie Dimon warns of ‘consequences’ if Andy Burnham taxes banks - www.ft.com/content/b41a... via @FTft.comJPMorgan boss Jamie Dimon warns of ‘consequences’ if Andy Burnham taxes banksChief executive says any tax raid by new UK prime minister would threaten bank’s planned £3bn London office 1114
Reposted by James MackintoshCarl Quintanilla @carlquintanilla.bsky.social · 20/07/2026Crude Oil has 43 days of supply left in the U.S. — the lowest inventory in 45 years @barchart.com ⛽️ 22732801506
James Mackintosh @jmackin2.bsky.social · 18/07/2026@jburnmurdoch.ft.com labels for the colours please! 351
James Mackintosh @jmackin2.bsky.social · 17/07/2026So Burnham has a secret plan to fight inflation? 140
James Mackintosh @jmackin2.bsky.social · 13/07/2026So Waller wanting immediate rate rise. Simplest hawkish argument: (PCE) inflation's been running above 2% for 70 months in a row, while there's no serious problem in the jobs market and stocks are soaring. The punchbowl needs draining. 031
James Mackintosh @jmackin2.bsky.social · 13/07/2026Nice waterway you have there, shame if something were to happen to it "Trump asserted that the strait remains open under American protection and said the U.S. would charge 20% of every cargo as compensation for its costs." www.wsj.com/world/middle...wsj.comTrump Says He Is Reimposing the U.S. Blockade of IranThe move would sharpen a standoff over control of Hormuz that has led to days of fighting. 021
James Mackintosh @jmackin2.bsky.social · 13/07/2026XKCD used by FT to help explain open source core web code Who cleans up after the vibe-coding party? - giftarticle.ft.com/giftarticle/... via @FTgiftarticle.ft.comWho cleans up after the vibe-coding party?Our obsession with AI code-writing tools is overwhelming the web’s unsung human caretakers 0112
Reposted by James MackintoshKatie Martin @katie0martin.ft.com · 10/07/2026Oh my GOD this is amazing 310824
Reposted by James MackintoshDan Neidle @danneidle.bsky.social · 08/07/2026tbh, am a bit disappointed that Count Binface's tax policies are the same as every other party. 1135250
James Mackintosh @jmackin2.bsky.social · 08/07/2026Must read: Under Carney, Canadian senior officials began reading clinical studies on impulsivity to understand Trump’s psychology www.wsj.com/world/europe...wsj.comThe Canadian Who Steered Europe Away From the U.S.Facing threats from Trump, Carney emerged as a central figure in a project to reshape the Western alliance. 184
James Mackintosh @jmackin2.bsky.social · 08/07/2026BBC: "What's going to be your offer to the people of Clacton." Lord Binface: "Well, I'm not Nigel Farage." BBC: "." 1166
James Mackintosh @jmackin2.bsky.social · 07/07/2026If you're wondering why SpaceX went down 5% instead of soaring when QQQ finally gets to buy today, I wrote about it ahead of the open: www.wsj.com/livecoverage...wsj.comWill a Spot in the Nasdaq-100 Send SpaceX Stock Flying? Don’t Bet on ItSpaceX offers a great test for whether passive index-tracking funds are distorting the stock market, with the rockets-to-tweets company’s entry to the Nasdaq-100 index today forcing the massive QQQ ET... 050
Reposted by James Mackintosh⤵️ @bryce.lol · 07/07/2026Oddly enough, I remember Farage having to flee a pub in 2015 because it caused one of the most disturbing headlines ever written. www.dailymail.com/news/article... 89437