TypeForVictory's profile picture. UK-based investment analyst (ex-macro, now global equities), interested in econ & markets, defence, infra, etc.
https://bearishviews.substack.com/

James 🇬🇧 👑

@TypeForVictory

UK-based investment analyst (ex-macro, now global equities), interested in econ & markets, defence, infra, etc. https://bearishviews.substack.com/

James 🇬🇧 👑 已轉發

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…

DanielJHannan's tweet image. 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.

ZackPolanski's tweet image. 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.


James 🇬🇧 👑 已轉發

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]"


James 🇬🇧 👑 已轉發

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.


James 🇬🇧 👑 已轉發

Literally “if you stole a million dollars a year for thousands of years, under capitalism you wouldn’t make as much money as someone who revolutionized space flight” and Jacobin thinks this proves communism is good

Imagine a vampire came to the New World with Columbus in 1492. If he somehow managed to earn or steal the equivalent of $1 million 2025 US dollars every day, he wouldn't become a trillionaire until about 4232 — 2,740 years later. Not even Dracula himself would be as effective a…



James 🇬🇧 👑 已轉發

Personally I’m favour of other people paying more tax, and spending cuts that impact other people.

If you had to choose, which do you think is the best approach for improving the public finances? Tax increases: 31% Spending cuts: 43% Results link in replies

YouGov's tweet image. If you had to choose, which do you think is the best approach for improving the public finances?

Tax increases: 31%
Spending cuts: 43%

Results link in replies


James 🇬🇧 👑 已轉發

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?

TypeForVictory's tweet image. 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:

whyvert's tweet image. 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:


Anything that can go wrong, will. The more complex the system, the more points of failure. Aircraft and sailing yachts need to cope with extreme conditions on their own - the simpler the mechanics, the less risk in a disaster.

Apparently Private planes doors are automated with a button already... Just as I suspected it wasn't something impossible



Remember talking to alumni from the 50s, and they all had a lovely time. They recalled reading a book a week, arguing over a few glasses of wine with a tutor, and then got tapped on the shoulder for a smart job in the City - with lots leaving without a degree, even.

There's obviously some grade inflation going on, but I saw a fascinating trend at Oxford University over the last 80 years. Students in the 1950s had minimal pressure to do well; many came from rich families and had guaranteed incomes regardless of their grades. Hence the…



James 🇬🇧 👑 已轉發

Some of the UK taxation issues are so easily fixed, and are recently created problems: - Just don't withdraw child benefit when people make £60k (a policy introduced by the worst ever Chancellor of the Exchequer George Osborne in 2013) - Just don't cancel the personal…

CasinoCapital's tweet image. Some of the UK taxation issues are so easily fixed, and are recently created problems:

 - Just don't withdraw child benefit when people make £60k (a policy introduced by the worst ever Chancellor of the Exchequer George Osborne in 2013)

 - Just don't cancel the personal…

James 🇬🇧 👑 已轉發

Why is an intelligent economist unable to understand opportunity cost? If I value a day at home with my family at over £400, and don’t desperately need the cash, I might not want to take on an extra £1,000 task for just £400.

Why are intelligent high earning people so bad at arithmetic? If I am asked to write something for £1000 and I pay tax of 60% on that fee I am £400 better off than if I say ‘no thanks there’s no incentive to do it’ bit.ly/4p84RhN just do the job work harder and pay the…



James 🇬🇧 👑 已轉發

Twitter and Bluesky are fashionably freaking out about how Reform is allegedly a 'proto-fascist' party. The truth is more mundane: Reform is really just another NIMBY Boomer Slop party.

With the adoption of NIMBYism, Reform has finally completed its journey as the Conservative Party 2.0 (Also being a NIMBY in Milton Keynes is objectively hilarious)

joseph_gellman's tweet image. With the adoption of NIMBYism, Reform has finally completed its journey as the Conservative Party 2.0

(Also being a NIMBY in Milton Keynes is objectively hilarious)


Loading...

Something went wrong.


Something went wrong.