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Pieran

@pieran.bsky.social
939 followers 2.8K following 214 posts

Fund Manager - Global Equities (L & L/S). Posts should not be considered investment advice.

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Pieran @pieran.bsky.social · 09/07/2025
Trump announces 50% tariff on Brazilian goods
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Pieran @pieran.bsky.social · 09/07/2025
Linda Yaccarino, CEO of Elon Musk's X, to step down www.reuters.com/sustainabili...
reuters.com
X CEO Yaccarino to step down in surprise move
Linda Yaccarino, CEO of Elon Musk-owned social platform X, said on Wednesday she would step down from the top role in a surprise move.
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Pieran @pieran.bsky.social · 09/07/2025
Dubai's Emirates signs preliminary deal to add crypto to payments www.reuters.com/world/middle...
reuters.com
Dubai's Emirates signs preliminary deal to add crypto to payments
Emirates has signed a preliminary deal with Crypto.com that will allow its customers to make payments through the crypto trading platform's payment service, the Gulf carrier's parent company said in a statement on Wednesday.
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Pieran @pieran.bsky.social · 05/07/2025
Elon Musk says he is launching new political party www.bbc.co.uk/news/article...
bbc.co.uk
Elon Musk says he is launching new political party
The world's richest man says he is setting up a new political organisation called the America Party.
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Pieran @pieran.bsky.social · 02/07/2025
Tesla faces second straight year of falling sales after another bad quarter techcrunch.com/2025/07/02/t...
techcrunch.com
Tesla faces second straight year of falling sales after another bad quarter | TechCrunch
Tesla sales fell more than 13% compared to last year as the company struggles to find demand for its aging lineup, and as CEO Elon Musk continues to damage the brand.
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Pieran @pieran.bsky.social · 02/07/2025
Microsoft is laying off as many as 9,000 employees www.theverge.com/news/693535/...
theverge.com
Microsoft is laying off as many as 9,000 employees
Xbox will end or decrease work ‘in certain areas’
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Pieran @pieran.bsky.social · 27/06/2025
Meta seeks $29bn from private credit giants to fund AI data centres www.ft.com/content/aff1...
ft.com
Meta seeks $29bn from private credit giants to fund AI data centres
Apollo, Brookfield and Pimco among the lenders in talks with Mark Zuckerberg’s social media group
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Pieran @pieran.bsky.social · 20/06/2025
British retail sales tumble 2.7 per cent in May www.ft.com/content/5134...
ft.com
British retail sales tumble 2.7 per cent in May
Steeper than expected drop comes amid signs that economic growth is slowing
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Pieran @pieran.bsky.social · 18/06/2025
United States : Initial Jobless Claims DOWN TO 245K FROM 248K
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Pieran @pieran.bsky.social · 18/06/2025
Sam Altman claims Meta tried and failed to poach OpenAI's talent with $100m offers. techcrunch.com/2025/06/17/s...
techcrunch.com
Sam Altman says Meta tried and failed to poach OpenAI's talent with $100M offers | TechCrunch
OpenAI CEO Sam Altman said that Meta tried to poach its employees with nine-figure offers, but failed to recruit OpenAI's best people.
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Pieran @pieran.bsky.social · 18/06/2025
UK inflation rose 3.4% in April, above economists' expectations.
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Pieran @pieran.bsky.social · 16/06/2025
Meta introduces advertising to WhatsApp in push for new revenues www.ft.com/content/25bc...
ft.com
Meta introduces advertising to WhatsApp in push for new revenues
US tech group reverses ‘no ads’ stance at world’s most popular messaging service
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Pieran @pieran.bsky.social · 10/06/2025
The number of payrolled employees in the UK dropped by 109,000 in May, the most since the early days of the pandemic Source: Bloomberg
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Pieran @pieran.bsky.social · 05/06/2025
UK fintech Wise to switch main listing to New York Source: on.ft.com/43J0d0q
on.ft.com
UK fintech Wise to switch main listing to New York
Fresh blow to London market struggling to compete with Wall Street
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Pieran @pieran.bsky.social · 05/06/2025
Data Error Pushed Up UK Inflation in April, Stats Office Says
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Pieran @pieran.bsky.social · 02/06/2025
UK house price growth in May exceeds forecasts Source: www.ft.com/content/a068...
ft.com
UK house price growth in May exceeds forecasts
Average cost of residential property rose 0.5% between April and May to £273,427
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Pieran @pieran.bsky.social · 29/05/2025
United and JetBlue agree to a partnership that will allow travelers to use loyalty points and book fights across the two carriers
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Pieran @pieran.bsky.social · 28/05/2025
Trump orders US chip designers to stop selling to China on.ft.com/43hH6LX
on.ft.com
Trump orders US chip designers to stop selling to China
Move is latest US effort to stymie geopolitical rival’s technological advance
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Pieran @pieran.bsky.social · 28/05/2025
Shein is considering switching its planned initial public offering to Hong Kong from London. Source: Bloomberg
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Pieran @pieran.bsky.social · 27/05/2025
Citadel Securities profits jump 70% on surge in trading revenues www.ft.com/content/d0f4...
ft.com
Citadel Securities profits jump 70% on surge in trading revenues
Ken Griffin’s market-making firm benefited from tumult in early 2025
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Pieran @pieran.bsky.social · 27/05/2025
IMF raises UK growth forecast as it warns on tax and spending. www.bbc.co.uk/news/article...
bbc.co.uk
IMF raises UK growth forecast as it warns on tax and spending
In its annual health-check for the UK economy, the IMF predicted growth of 1.2%, a marginal upgrade to its previous forecast.
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Pieran @pieran.bsky.social · 27/05/2025
WhatsApp now on iPad!
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Pieran @pieran.bsky.social · 23/05/2025
US April New Home Sales Rise to 743K, Highest Since Feb. 2022
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Pieran @pieran.bsky.social · 23/05/2025
Harvard sues the Trump administration after it revoked the university's ability to enrol international students
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Pieran @pieran.bsky.social · 23/05/2025
Trump Threatens 25% Tariff on Apple If iPhone Not Made in US
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Pieran @pieran.bsky.social · 23/05/2025
US is pushing the EU to make unilateral tariff reductions or face fresh reciprocal duties of 20%
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Pieran @pieran.bsky.social · 22/05/2025
BYD sells more electric vehicles in Europe than Tesla for first time www.ft.com/content/53ec...
ft.com
BYD sells more electric vehicles in Europe than Tesla for first time
Chinese car group has been pushing to expand into overseas markets for past few years
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Pieran @pieran.bsky.social · 21/05/2025
UK inflation jumps higher than expected to 3.5% amid bills increase
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Pieran @pieran.bsky.social · 20/05/2025
Musk says that Starlink could go public at some point. “I’m in no rush to go public,”
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Pieran @pieran.bsky.social · 20/05/2025
Musk proclaiming he’s committed to staying on at Tesla in five years time
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Pieran @pieran.bsky.social · 20/05/2025
Musk Says He Is Pushing Ahead With Lawsuit Against Open AI
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Pieran @pieran.bsky.social · 15/05/2025
*TRUMP SAYS INDIA HAS OFFERED TO DROP ALL TARIFFS ON US
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Pieran @pieran.bsky.social · 15/05/2025
UK Economy Expanded 0.7% in 1Q, Better Than Forecast of 0.6%.
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Pieran @pieran.bsky.social · 12/05/2025
Apple Inc. is weighing raising prices for the iPhone lineup coming out later this year, and will avoid blaming any increases on tariffs. Source: WSJ
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Pieran @pieran.bsky.social · 12/05/2025
The US and China will temporarily lower tariffs on each other's products, with the US reducing its levies on most Chinese imports from 145% to 30% and China dropping its duties on US goods from 125% to 10%.
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Pieran @pieran.bsky.social · 11/05/2025
Perplexity has crossed $100m in annualised revenue. Took 20 months since Perplexity Pro launched in 2023. 6.3x growth YoY and remains highly under monetised. Source: Aravind Srinivas (CEO of Perplexity)
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Pieran @pieran.bsky.social · 08/05/2025
The US-UK trade pact will leave the 10% US tariff in place, per CNN.
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Pieran @pieran.bsky.social · 08/05/2025
United States: Initial Jobless Claims DOWN TO 228k FROM 241k
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Pieran @pieran.bsky.social · 08/05/2025
Trump confirms ‘full and comprehensive’ trade deal with UK. "The agreement with the United Kingdom is a full and comprehensive one that will cement the relationship between the United States and the United Kingdom for many years to come."
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Pieran @pieran.bsky.social · 08/05/2025
Apple is considering revamping Safari to focus on AI-powered search engines, potentially impacting its partnership with Google. Eddy Cue, Apple's senior VP of services, believes AI search providers will eventually replace standard search engines and that Apple will bring those options to Safari.
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Pieran @pieran.bsky.social · 08/05/2025
UK house prices rise for the first time since January. Figures from lender Halifax show that house prices increased by 0.3% last month, reversing the 0.5% drop seen in March and marking the first gains since January.
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Pieran @pieran.bsky.social · 06/05/2025
The US Government now spends more money on interest payments on the National Debt ($1.11 Trillion) than it does on National Defense ($1.10 Trillion). Source: Charlie Bilello
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Pieran @pieran.bsky.social · 03/05/2025
Buffett to Step Down From Berkshire Hathaway at Year-End
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Pieran @pieran.bsky.social · 03/05/2025
*BERKSHIRE HATHAWAY CASH PILE HITS RECORD $347.7B IN 1Q
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Pieran @pieran.bsky.social · 02/05/2025
US lawmakers urge SEC to delist Alibaba and Chinese companies on.ft.com/4d3rWNN
on.ft.com
US lawmakers urge SEC to delist Alibaba and Chinese companies
Heads of congressional panels say Baidu, JD.com and others have military links that pose ‘unacceptable risk’ to investors
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Pieran @pieran.bsky.social · 02/05/2025
Eurozone inflation remained at 2.2 per cent in April, surpassing expectations
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Pieran @pieran.bsky.social · 01/05/2025
*US JOBLESS CLAIMS 241,000 IN APRIL 26, 2025 WEEK; EST. 223K
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Pieran @pieran.bsky.social · 01/05/2025
McDonald’s US sales drop by most since height of pandemic in 2020 www.ft.com/content/90c6...
ft.com
McDonald’s US sales drop by most since height of pandemic in 2020
Fall comes as Trump’s tariffs knock consumer sentiment
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Pieran @pieran.bsky.social · 01/05/2025
UK factories are hit by the biggest plunge in overseas orders in five years. www.bloomberg.com/news/article...
bloomberg.com
UK Manufacturing Shrinks as Exports Dry Up Amid Tariffs Shock
UK factories were hit by the biggest plunge in overseas orders in five years as a global trade war outbreak sapped demand from the US, Europe and China, according to a closely watched survey.
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Pieran @pieran.bsky.social · 01/05/2025
META lowered its expenses guide to $113-118bn, or an increase of 19-24% yoy, which compares to 16% topline growth in 1Q25 and its 9-16.5% topline growth guide for 2Q25E, pointing to margin contraction in ‘25E - Arete
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