Toby Nangle @tobyn.bsky.social · 18hFind someone to love you like Paul Marshall loves burning cash on GB News pressgazette.co.uk/media_busine... 45612
Toby Nangle @tobyn.bsky.social · 22h🚨 French bond spreads. Eek www.ft.com/content/e7c0...ft.comBond investors 💔 OATsSacré bleu 3207
Toby Nangle @tobyn.bsky.social · 30/09/2026🚨 A mind blowing database of bank runs www.ft.com/content/80c7...ft.comBank runs are almost always justifiedOr, at least, that’s what the data seems to suggest 12112
Toby Nangle @tobyn.bsky.social · 28/09/2026UN Sec-Gen António Guterres' speech to the General Assembly doesn't mince his words on Big Oil www.un.org/sg/en/conten... 22912
Toby Nangle @tobyn.bsky.social · 28/09/2026🚨 QT? The BoE’s balance sheet has *grown* over the past year. www.ft.com/content/1a44...ft.comThe Bank of England’s balance sheet has already stopped shrinkingSo is it QE on the QT? 2125
Reposted by Toby NangleGiles Wilkes @gilesyb.bsky.social · 26/09/2026“The central economic problem of resilience,” said Lang, “is that it asks capitalism to do what it doesn’t want to do at the moment.” giftarticle.ft.com/giftarticle/... @willoyd.bsky.social has started writing for the FT! this is good news. Nothing in this article is, though...giftarticle.ft.comHow resilient is Britain?As climate and geopolitical risks cast doubt on the UK’s ability to cope in a crisis, leaders are turning from ‘just in time’ to ‘just in case’ as a governing philosophy 23210
Reposted by Toby NangleTony Tassell @tonytassell.bsky.social · 26/09/2026JPMorgan and the broking fetish for conviction calls - and why William Butler Yeats would not have done well as head of research at an investment bank -great column by @dsquareddigest.bsky.social as.ft.com/r/6862e493-c...as.ft.comJPMorgan and the broking fetish for conviction callsAn admission by some analysts at the bank of an inability to form a baseline view should be thanked rather than mocked 4309
Toby Nangle @tobyn.bsky.social · 26/09/2026I actually like this list. Though it seems to have forgotten TV made not in English almost entirely. 5100
Toby Nangle @tobyn.bsky.social · 24/09/2026🚨 Oracle feels the force www.ft.com/content/82db...ft.comOracle feels the forceMajeure problem? 0102
Toby Nangle @tobyn.bsky.social · 24/09/2026🚨Is Big Tech bond issuance to blame for higher US Treasury yields? www.ft.com/content/6354...ft.comAre Big Tech bonds crowding out the US Treasury?Probably not 3327
Toby Nangle @tobyn.bsky.social · 23/09/2026🚨 Can Warsh tighten financial conditions without engineering a stock market fall? www.ft.com/content/281a...ft.comCan Warsh tighten financial conditions without engineering a stock market fall?Change the messenger 080
Toby Nangle @tobyn.bsky.social · 22/09/2026🚨 Stock-picking www.ft.com/content/193a...ft.comPick a stock, just not any stockFewer ziggers, more zaggers 1102
Toby Nangle @tobyn.bsky.social · 22/09/2026IS USS an awful investor? Should USS chuck 100% of its assets into stocks? Or maybe into bonds? So many questions. And @lexiter.ft.com bravely tackles! www.ft.com/content/a0d1...ft.comThe USS lesson planWhy doesn’t the UK’s largest pension fund go all-in on stocks? Or maybe bonds? 151
Toby Nangle @tobyn.bsky.social · 22/09/2026My VC pitch: distribute heat from data centre GPUs across Continental-style district heating systems, providing free winter heating to households. One way to win local residents' support for data centres? 11251
Toby Nangle @tobyn.bsky.social · 21/09/2026In which Bryce accuses Musk of reasonableness and of low-balling future numbers. 2252
Reposted by Toby NangleJim Waterson @jim.londoncentric.media · 19/09/2026Just fantastic party distribution, how did the Conservatives achieve that, a real big effort to do that. 49514
Reposted by Toby NangleJosiah Mortimer @josiahmortimer.bsky.social · 17/09/2026"Five hundred new officers to be recruited in a £500 million crackdown on money laundering, as part of the government's Anti-Money Laundering and Asset Recovery Strategy." Haven't seen much coverage of this. Long overdue.gov.ukHundreds of new officers to hunt down dirty money networksFive hundred new officers to be recruited in a £500 million crackdown on money laundering, as part of the government's Anti-Money Laundering and Asset Recovery Strategy. 20386127
Reposted by Toby NangleRobin Wigglesworth @robinwigglesworth.ft.com · 18/09/2026Damn. @tobyn.bsky.social has produced the most detailed map of Big AI’s incestuous relationships I’ve seen so far. And it’s interactive! www.ft.com/content/8475... 818688
Toby Nangle @tobyn.bsky.social · 17/09/2026🚨 Maybe correlation ≠ causation but we're taking the win www.ft.com/content/46e2...ft.comBank of England follows FTAV adviceAlthough maybe correlation ≠ causation 4265
Toby Nangle @tobyn.bsky.social · 17/09/2026Alphaville asks whether the BoE could just sell gilts to the DMO: www.ft.com/content/b086... BoE says 'yes': www.ft.com/content/44bc...ft.comBank of England says rates likely to rise as it overhauls balance-sheet reductionDecision to hold rates at 3.75% comes as rising energy prices drive inflation higher 1111
Reposted by Toby NangleAlison Killing @alisonkilling.bsky.social · 17/09/2026NEW: AI has made warfare faster and more lethal, but hasn't made it easier to win. Our deep dive on how AI is being integrated into the battlefield, with @johnthornhill.bsky.social @digitalcampbell.ft.com @fabricedeprez.bsky.social and Charles Clover as.ft.com/r/948d5342-a...as.ft.comThe era of AI warfare has arrivedAutonomous systems are being rapidly integrated on the battlefield, as models advance in ways even their creators cannot fully predict 14423
Toby Nangle @tobyn.bsky.social · 16/09/2026Top post from @darama1.bsky.social on the BoE’s 3 balance sheet problem www.ft.com/content/3401...ft.comThe BoE’s three balance sheet problemIssues with the Issue Department 150
Reposted by Toby NangleFive Minute Macro @fiveminutemacro.bsky.social · 15/09/2026You know things are really, really bad when the Saudis balk. 410029
Toby Nangle @tobyn.bsky.social · 14/09/2026🚨What do equity punters’ collective histrionics over AI stocks implies for their lenders? In the case of Meta, Oracle and SpaceX, nothing good. www.ft.com/content/ba38... 1167
Reposted by Toby NangleJulian Jessop @julianhjessop.bsky.social · 12/09/2026Apropos of nothing in particular... 🤔 Reform is proposing to cut capital gains tax on crypto assets to 10%, establish a Bank of England Bitcoin Reserve Fund, and allow UK taxes to be paid in cryptocurrency.static.klipy.comThe Simpsons Mr Burns Evil SmileALT: The Simpsons Mr Burns Evil Smile 45521
Toby Nangle @tobyn.bsky.social · 12/09/2026Superb piece by Paul Caruana Galizia examining one brutal strand of the Saudi regime www.ft.com/content/50f3...ft.comThe Ritz-Carlton purge, a $1.3bn demand and nine years trapped in Saudi ArabiaWhen Rami Naimi, son of a former Saudi oil minister, was caught up in a state crackdown, it was only the start of his ordeal. 1107
Toby Nangle @tobyn.bsky.social · 11/09/2026🚨 How big is the open-model threat to AI hyperscalers? (Spoiler: non-trivial) www.ft.com/content/4858...ft.comHow big is the open-model threat to AI hyperscalers?Games without frontiers 57930
Toby Nangle @tobyn.bsky.social · 10/09/2026Top post from @ryanavent.bsky.social asking whether now is really the time to worry about a new China shock? www.ft.com/content/796f...ft.comIs now really the time to worry about a new China shock?Be careful what you wish for 1183
Reposted by Toby NangleMetro North Capital @metronorthcapital.bsky.social · 10/09/2026I’ve seen this before. 312132
Toby Nangle @tobyn.bsky.social · 08/09/2026Have I understood this correctly: Meta charges a fraction for use of its latest AI model if you permission them to use all the data you input to train future models? developer.meta.com/ai/lp/start-... 3195
Reposted by Toby NangleJohn Burn-Murdoch @jburnmurdoch.ft.com · 08/09/2026Two extraordinary charts from today’s PISA test results: 1) School test scores continue to collapse internationally, underscoring how this is no longer a Covid effect but sustained decline. Those falls in reading and maths are equivalent to about two years of lost schooling. 41856343
Reposted by Toby NangleRobert Saunders @robertsaunders.bsky.social · 07/09/202690 years ago, Parliament responded to the rise of Oswald Mosley's Blackshirts by passing the Public Order Act, which banned political uniforms, private militias and the threat of force for political objects. The debates make very resonant reading today. Here's the Liberal Robert Bernays. (Short 🧵) 4123751265
Reposted by Toby NangleSam Freedman @samfr.bsky.social · 08/09/2026One reason England does so well is our second generation immigrants outperform their peers which is not true in most OECD countries. We are also very good at integration. And it's v sad that this is never acknowledge in debates on immigration. 592405851
Toby Nangle @tobyn.bsky.social · 07/09/2026Am already a @oliverbullough.bsky.social stan, but this is a great convo 2122
Toby Nangle @tobyn.bsky.social · 07/09/2026🚨 Could the DMO take the BoE’s long gilts off their hands? www.ft.com/content/b086...ft.comCould the DMO take the BoE’s long gilts off their hands?And should they? 2185
Toby Nangle @tobyn.bsky.social · 06/09/2026Missed this cool Bloomberg piece on foreigners dodging US dividend tax by frequently flipping ETFs www.bloomberg.com/graphics/202... 1233
Reposted by Toby NangleThe Empty City @davidallengreen.bsky.social · 05/09/2026Seems the difference between ‘protestors’ and ‘terrorists’ is that protestors wear balaclavas while terrorists hold placards. 3034391276
Toby Nangle @tobyn.bsky.social · 05/09/2026Absolute cracker of a column from @katie0martin.ft.com www.ft.com/content/d3f7...ft.comThe gloves are starting to come off in marketsWall Street analysts and investors are more willing to directly criticise Trump, particularly since a Treasury intervention on bonds 25811
Toby Nangle @tobyn.bsky.social · 04/09/2026🚨 S&P rate all the bit US hyperscalers as IG, but why? www.ft.com/content/623c...ft.comAre credit rating agencies getting fed up with hyperscalers?A change in tone 2216
Reposted by Toby NangleRobert Hutton @roberthutton.co.uk · 04/09/2026With all respect to the BBC, the reason this story "matters" is not about whether it distracts from Reform's conference. It "matters" because it is important our leaders are not conspiring to break the law. 12750391202
Toby Nangle @tobyn.bsky.social · 03/09/2026🚨 Why does it even matter if SoftBank’s an investment holding company? www.ft.com/content/2d69...ft.comWhy does it even matter if SoftBank’s an investment holding company?Bonds bonds bonds 091
Toby Nangle @tobyn.bsky.social · 02/09/2026🚨It looks like Bessent’s July yentervention was only a tiny $500mn www.ft.com/content/958a...ft.comSo how big *was* Bessent’s yentervention?Smaller than we had possibly imagined 35418
Reposted by Toby NangleHenry Mance @henrymance.ft.com · 01/09/2026A liberal is a conservative who just got mugged by the police 702868593
Reposted by Toby NangleRachel Rees @rachel-rees.bsky.social · 31/08/2026As honoured as I am to see that The Times has picked up my Chagos article practically *word for word*, including my hard-gotten quotes, I’d prefer some credit — or for everyone to read my original FT piece! free link to read the evidently enviable article below (cheaper than a Times sub!) 🌴 752698760
Toby Nangle @tobyn.bsky.social · 31/08/2026Pervert glasses get the Dan Toomey treatment. youtu.be/PuoGqbLbRhc?...youtu.beAre smart glasses just for dirty sickos?YouTube video by Good Work 2385
Toby Nangle @tobyn.bsky.social · 31/08/2026Surprised to see LIV Golf, into which the Saudi's SWF poured $bns, getting ready to file bankruptcy. Main attraction for potential acquirers maybe the $5bn of accumulated operating losses, which might be used to reduce taxable income of new owner. www.ft.com/content/5051...ft.comLIV Golf prepares for bankruptcy filing in SeptemberChallenger golf league is negotiating a funding package with BC Partners for a slimmed-down circuit 2174
Toby Nangle @tobyn.bsky.social · 30/08/2026After listening to R4 Profile on @anneliesemidgleymp.bsky.social am wondering whether we both worked at Shakespeare & Co at the same time. 150