James 🇬🇧 👑
@TypeForVictory
UK-based investment analyst (ex-macro, now global equities), interested in econ & markets, defence, infra, etc. https://bearishviews.substack.com/
قد يعجبك
If you had to choose between left and right which would you rather?
Magdalen College Oxford is replacing one of the city's uglier buildings. Without claiming the planned replacement is anything very special, the change is heartening. Two obvious improvements: the use of Cotswold limestone and a traditional plaster render, reintegrating the…
Remember when the BBC let the Argentine forces know that 2 Para were about to attack Goose Green during the Falklands Campaign in 1982. The rot goes that far back The "Goose Green BBC incident" refers to a controversial event during the Falklands War in 1982 when the BBC World…
You know is really playing politics? Mauritius. It trousered a large sum in 1965 for renouncing all claims to the Chagos Island, then decided to revive its claim, got a bunch of tinpot anti-colonialist autocracies to back it, and is now trousering another sum – all for a…
Reminder that the choice is between property developers and landlords. More properties = developers make money, landlord margins fall. *Someone* is going to make a profit, you just need to decide if you want the benefit to flow to people who have or people who need housing.
The Labour Party are absolutely dripping in property developers money. They're creating assets for foreign investors - not the council homes we need. Talk baby talk.
Greens trying to make Polanski "cool" like Mamdani is like when Labour tried to brand Reform "weird" - it would be so much more convincing coming from people who actually were cool or normal "Cool [to me]" ≠ "Cool [to everyone]"
Frankly, it shouldn’t be possible to survive for 5 years illegally in any country. The fact that someone can do so in the UK shows how large and unregulated the black economy has become. A symptom of weak enforcement and a demand for cheap, off-the-books labour.
🚨 NEW: The Home Office has released details of mistakenly released migrant sex offender Brahim Kaddour-Cherif - He entered the UK legally on a visit visa in 2019 - He overstayed, triggering an automatic probable overstayer case on 6 February 2020 - Deportation proceedings were…
Happy Thanksgiving for the Deliverance of King James I and the Three Estates of England from the Most Traitorous and Bloody-Minded Massacre by Gunpowder Day. A beautiful chance to celebrate our ancient national values of Tolerance and Diversity by burning effigies of Catholics.
Personally I’m favour of other people paying more tax, and spending cuts that impact other people.
Remember, as we pay our extra taxes, that £35 billion of that is being spent to rent back the most strategically important island in the Indian Ocean which Labour is just giving away to an ally of China. thetimes.com/article/445627…
Rachel Reeves paves the way for tax rises by highlighting impact of tariffs since the last budget and cost of government borrowing. She says Britain has been left particularly exposed. ‘Since that Budget, the world has thrown even more challenges our way. The continual threat of…
Do Americans really want to play this game?
One of the best pieces of research looked a which nations' UN diplomats in NYC used diplomatic immunity to violate parking laws with impunity. UK, Canada, Australia, Denmark, Netherlands did not. Other nations' elites, not so prosocial or trustworthy. The chief malefactors:
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