Reposted by James MackintoshMr Market Miscalculates 🇪🇺🇺🇦🏴☠️ @mrmarketmis.bsky.social · 5hLet's celebrate the 25th anniversary of the GOAT sell-side research report! 15422
James Mackintosh @jmackin2.bsky.social · 2hKemi's plan risks making it even less likely that pensioners downsize, so make housing even less flexible - if there's a tax break on the house but not on cash freed up by sale, IHT planners will tell granny to stay in the 6-bed. Partially offset by (needed) stamp duty reduction 010
James Mackintosh @jmackin2.bsky.social · 2h2026 Holborn and St Pancras parliamentary by-election audio ballot paper - Camden Council share.google/s3Fd3PB13WKb...share.google2026 Holborn and St Pancras parliamentary by-election audio ballot paper - Camden Council 030
Reposted by James MackintoshRick Burin @rickburin.bsky.social · 06/10/2026I want to hear more about the second of these writing sessions 491510277
James Mackintosh @jmackin2.bsky.social · 06/10/2026WRAP-Methods-Used-for-Household-Food-and-Drink-Waste-in-the-UK-2022.pdf share.google/KuHd71r12Qo8...share.google 000
James Mackintosh @jmackin2.bsky.social · 02/10/2026NY Times just upped UK news-only subscription by 60% (!) so it's now cheaper to subscribe to "all access" than just news. Put another way, NYT is paying (existing subscriber) Brits to have access to recipes and reviews 130
James Mackintosh @jmackin2.bsky.social · 01/10/2026Great minds/fools: I just ran exactly this. First three-day period of consecutive falls in bund yields and rises in both Italian and French yields since 2022 083
James Mackintosh @jmackin2.bsky.social · 01/10/2026I wondered that but no: "Among Smartphones in markets where Pixel 10a is sold. Based on third-party evaluation." 010
James Mackintosh @jmackin2.bsky.social · 01/10/2026Does 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 · 01/10/2026Also fascinating: One of the reporter's favourite pastimes is buying a particular brand of ceramic plates and bowls. I had no idea this was a thing, and no desire to try this out either. 000
James Mackintosh @jmackin2.bsky.social · 01/10/2026Up, but that's obviously entirely random and we expect it to be random 020
James Mackintosh @jmackin2.bsky.social · 01/10/2026Sure, 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 · 30/09/2026Nothing that happens anywhere matters? -oil soars. Economy grows faster -gilt yields soar. Whatevs -tariffs tariffs tariffs 🤷♀️ 000
James Mackintosh @jmackin2.bsky.social · 29/09/2026Not sure he has the right 2 for the double lock tho 120
James Mackintosh @jmackin2.bsky.social · 29/09/2026"We know nothing" - all future UK economy articles? 111
James Mackintosh @jmackin2.bsky.social · 29/09/2026New Lord Mayor of London might be first South African to hold the post. "Britain is a land of opportunity," he says. 000
James Mackintosh @jmackin2.bsky.social · 29/09/2026Oh and posies - a posy each, against the (now gone) Great Stink 110
James Mackintosh @jmackin2.bsky.social · 29/09/2026Pomp in inverse proportion to importance of the job: swordbearer, tricorne hats, fur trimmed gowns, wigs, an Assistant Remembrencer (!) 120
James Mackintosh @jmackin2.bsky.social · 29/09/2026Also: just take out the 2.5% and take avg of the other two and point out that means it is now sustainable 020
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. 2189
James Mackintosh @jmackin2.bsky.social · 29/09/2026For this and much much more, only £3 a month for a year! Subscribe here: share.google/3HXfCfUtEtTj...share.googleSubscribe to WSJ | Stay connected to the stories that matter.Gain trusted insights on today’s top stories. From finance and politics to technology and world news, get WSJ’s expert analysis and coverage on the news that impacts you. 120
James Mackintosh @jmackin2.bsky.social · 29/09/2026www.wsj.com/finance/inve...wsj.comBond Traders Are Paying Too Much Attention to the Oil PriceBond yields and oil are dancing to the same tune, but in some ways that doesn’t make sense. 122
James Mackintosh @jmackin2.bsky.social · 29/09/2026UK taxpayer yes, for the low-coupon in effect tax-free gilt yield (via price) 000
James Mackintosh @jmackin2.bsky.social · 29/09/2026Here's me saying it: www.wsj.com/finance/inve... And Burton Malkiel: www.wsj.com/opinion/its-...wsj.comBond Traders Are Paying Too Much Attention to the Oil PriceBond yields and oil are dancing to the same tune, but in some ways that doesn’t make sense. 052
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
James Mackintosh @jmackin2.bsky.social · 26/09/2026Looking forward to the ONS including it in GDP 010
James Mackintosh @jmackin2.bsky.social · 26/09/2026On your restaurant point, surely correct response is to take credit card details with reservation and charge a no-show fee? Loads already do this, pre-agent 120
James Mackintosh @jmackin2.bsky.social · 26/09/2026There are loads of weeklies for under 14s - The Week Junior, Aquila, Phoenix. And of course for 14+ there's The Economist 110
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 · 24/09/2026How about EMBI and single axis for comparability? 100
James Mackintosh @jmackin2.bsky.social · 23/09/2026Context from Politico report at weekend: "A Government Accountability Office report from 2023 found that more than 1 million F-35 spare parts have gone missing in the past five years." 1330840
James Mackintosh @jmackin2.bsky.social · 23/09/2026Agreed. Just pointing out that the two models diverge so don't back up either story 020
James Mackintosh @jmackin2.bsky.social · 23/09/2026"I'm as British as Queen Victoria!" "So your father's German, you're half-German, and you married a German?" 190
James Mackintosh @jmackin2.bsky.social · 23/09/2026Term Premium on a 10 Year Zero Coupon Bond (THREEFYTP10) | FRED | St. Louis Fed share.google/eFAoJ1GNI3GH...share.googleTerm Premium on a 10 Year Zero Coupon BondTerm Premium on a 10 Year Zero Coupon Bond 110
James Mackintosh @jmackin2.bsky.social · 23/09/2026KW term premium estimate daily is on Fred, went up more in Sept 100
James Mackintosh @jmackin2.bsky.social · 23/09/2026Depends. Is that thick-spread marg between the bread and the fish or a really ripe camembert? Camembert FTW 000
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... 6744301397
James Mackintosh @jmackin2.bsky.social · 21/09/2026From discussions with actual boomers: You had to eat in the hotel when travelling because that could be pre-paid and so exempt from the capital controls that prevented you taking money with you. Could be avoided by being paid into a Swiss bank account, easier then as endless tax loopholes 050
James Mackintosh @jmackin2.bsky.social · 21/09/2026I used to keep a big box of rejection letters for jobs I applied for on spec in the early 1990s recession, since nothing I could plausibly do was advertised, and when I finally got a job all the people I sat near bought a house in the Lawson boom and had negative equity 230
James Mackintosh @jmackin2.bsky.social · 21/09/2026There was a big change when you were born too - economy did dramatically better after that. (Lines are GDP in £m and 1955-1990 trend) 000