James 🇬🇧 👑
@TypeForVictory
UK-based investment analyst (ex-macro, now global equities), interested in econ & markets, defence, infra, etc. https://bearishviews.substack.com/
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A final thought on this. If it wound you up and you don’t go to church: start going. A) because you clearly have a sense of the sacred. That is best off expressed in a specific place B) your voice has a lot more credibility when speaking against this sort of thing if you do
Some thoughts about the Canterbury graffiti. I think it’s facile, inappropriate and embarrassing. Why? Well not because it’s transgressive, but because it is smug, unchallenging and safe.
I actually don’t think it’s enough now for Powell to simply resign. Political interventional in the criminal justice system is surely grounds for a police investigation? Starmer has some serious questions to answer when Parliament returns tomorrow.
Sunday Times claims a Cabinet minister (probably Mahmood or Cooper?) called probably one of their junior ministers (perhaps irate security minister Dan Jarvis?) to tell them the China espionage case was being pulled at Powell’s request Either Powell is going to resign and appear…
Worth recalling how in German speaking Catholic countries it’s the annual Lent Veil that cathedrals use to get down with the kids. Here’s a recent one from Vienna:
When you adjust for population, Britain has actually seen negative consumption growth between Q4 2019 and Q2 2025, the only G7 country to do so.
This is the key issue for Labour Households are still scarred from COVID-19, we’ve seen a permanent increase in the household savings rate, this means less consumption today. Real interest rates are much higher today and people don’t have the same confidence to get into debt…
You know the Chagos islands right ?
CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now. announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to…
The desire to shock and challenge your most loyal, devoted audiences is incredibly common and incredibly destructive.
Just when you think the Church of England couldn’t descend any further… Canterbury Cathedral is literally graffitiing itself and celebrating it as art
Step up to front door: effectively illegal under building regs Approved Document M Openable sash windows: effectively illegal under building regs Approved Document O
Happy ✨️ World Mental Health Day ✨️
Yup:
Economists say the three worst taxes for growth are: 🏘️Stamp duty 🧑⚕️National Insurance Contributions 👨💼Corporation Tax Every single one of these taxes has risen within the last five years.
This is a brilliant and powerful thread by @_F_B_G_ about the asinine graffiti at Canterbury Cathedral.
Some thoughts about the Canterbury graffiti. I think it’s facile, inappropriate and embarrassing. Why? Well not because it’s transgressive, but because it is smug, unchallenging and safe.
Tony Blair thinks he’s been put on the earth to do something. This is often regarded as narcissism, messianism, overall weirdness — & not without reason — but it’s a quality conspicuously lacking in every one of his successors in Number Ten.
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