Market Analyst & Podcast Co-Host for @eToro I post charts I find interesting in between talking about Arsenal (ST Holder). Views my own. Podcast/Videos ๐Ÿ‘‡

London
Sam North retweeted
AGUER-NOOOOOO!
37
952
8,183
164,094
๐Ÿ
๐— ๐—ฎ๐—ป ๐—–๐—ถ๐˜๐˜† #๐Ÿญ๐Ÿญ๐Ÿฑ - ๐˜„๐—ต๐—ฎ๐˜ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ป๐—ผ๐˜„? Per the excellent exclusive reporting from @David_Ornstein we now know that the Independent Commission has found Man City guilty of all bar one charge (I believe they were charged with 130 individual rule breaches). In his article, David asserts that sanctions are yet to be determined and that no appeal has yet been launched. This means weโ€™re at the stage where the parties have recently received the written decision, clarifying whether each charge has been proven and how. Normally in a Premier League Section W disciplinary proceeding, such an outcome would not be public at this stage. Leaking it is against the rules because the proceedings are supposed to remain private and confidential. Only full awards (decisions with the punishments) are supposed to be public. Man City might argue that the Premier League leaked it (which seems likely based on reported rumours) and seek some form of relief. The challenge Man City will have is that they themselves already breached this rule. They published that no decision had yet been reached as of November 2025 in their 24/25 financial statements. This statement breached confidentiality. I doubt they will be able to claim much in the way of relief for such a rule breach. ๐™Ž๐™ค ๐™ฌ๐™๐™š๐™ง๐™š ๐™™๐™ค ๐™ฌ๐™š ๐™œ๐™ค ๐™›๐™ง๐™ค๐™ข ๐™๐™š๐™ง๐™š? Well, conventionally there would be a hearing now on what sanctions should apply where the PL Board and Man City can put forward arguments for what they believe the sanctions should be. The Panel then decides on the sanctions, adds their explanation to the decision and publishes it. After that, Man City could appeal the decision and/or punishment applied. However, the rules permit for some deviation from this process. 1) The PL Board could publish the written decision immediately if they believe it is of wider application to the PL and its clubs. Given the leak, this is a possibility now. This would mean seeing the decision before any punishments have been decided. 2) Man City (or the PL) could apply to appeal the decision now, before the hearing on sanctions. Whether this would run concurrently with the hearing (and decision) on sanctions or sequentially, I do not know. The rules do not specify and there is no precedent. I doubt anyone knows, even the PL. Incidentally, it is possible one of the reasons this was leaked is because the PL Board were worried that Man City might try this mid-process appeal, in order to keep the outcome unknown for longer. ๐˜ผ๐™ฃ๐™ฎ ๐™–๐™ฅ๐™ฅ๐™š๐™–๐™ก ๐™ฌ๐™ค๐™ช๐™ก๐™™ ๐™ก๐™ž๐™ ๐™š๐™ก๐™ฎ ๐™ฃ๐™ค๐™ฉ ๐™ฉ๐™–๐™ ๐™š ๐™–๐™จ ๐™ก๐™ค๐™ฃ๐™œ ๐™–๐™จ ๐™ข๐™–๐™ฃ๐™ฎ ๐™›๐™š๐™–๐™ง ๐™ฉ๐™๐™ค๐™ช๐™œ๐™. The Section W disciplinary rules were updated for this season. They require any appeal to be concluded within 12 weeks of submission and any decision provided within 30 days after that. Deviation from these timings requires justification. They canโ€™t be slower than this without cause. The reality is that any appeal by Man City on the facts of the case will be incredibly difficult (those almost always are) and an appeal on the law will be challenging too given just how much of this ground was already covered by Cityโ€™s legal team in the APT hearing. Former Supreme Court Justice, Lord Dyson, chaired that panel and he will almost certainly chair any Appeal Board on this case. He dismissed all of the arguments Lord Pannick made that Man City could have used to undermine the case on the 115. So Man City would need grounds for the appeal and might not even have them. Until the decision is published in full, we cannot assess thisโ€ฆ
1
705
๐— ๐—ฎ๐—ป ๐—–๐—ถ๐˜๐˜† #๐Ÿญ๐Ÿญ๐Ÿฑ - ๐˜„๐—ต๐—ฎ๐˜ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ป๐—ผ๐˜„? Per the excellent exclusive reporting from @David_Ornstein we now know that the Independent Commission has found Man City guilty of all bar one charge (I believe they were charged with 130 individual rule breaches). In his article, David asserts that sanctions are yet to be determined and that no appeal has yet been launched. This means weโ€™re at the stage where the parties have recently received the written decision, clarifying whether each charge has been proven and how. Normally in a Premier League Section W disciplinary proceeding, such an outcome would not be public at this stage. Leaking it is against the rules because the proceedings are supposed to remain private and confidential. Only full awards (decisions with the punishments) are supposed to be public. Man City might argue that the Premier League leaked it (which seems likely based on reported rumours) and seek some form of relief. The challenge Man City will have is that they themselves already breached this rule. They published that no decision had yet been reached as of November 2025 in their 24/25 financial statements. This statement breached confidentiality. I doubt they will be able to claim much in the way of relief for such a rule breach. ๐™Ž๐™ค ๐™ฌ๐™๐™š๐™ง๐™š ๐™™๐™ค ๐™ฌ๐™š ๐™œ๐™ค ๐™›๐™ง๐™ค๐™ข ๐™๐™š๐™ง๐™š? Well, conventionally there would be a hearing now on what sanctions should apply where the PL Board and Man City can put forward arguments for what they believe the sanctions should be. The Panel then decides on the sanctions, adds their explanation to the decision and publishes it. After that, Man City could appeal the decision and/or punishment applied. However, the rules permit for some deviation from this process. 1) The PL Board could publish the written decision immediately if they believe it is of wider application to the PL and its clubs. Given the leak, this is a possibility now. This would mean seeing the decision before any punishments have been decided. 2) Man City (or the PL) could apply to appeal the decision now, before the hearing on sanctions. Whether this would run concurrently with the hearing (and decision) on sanctions or sequentially, I do not know. The rules do not specify and there is no precedent. I doubt anyone knows, even the PL. Incidentally, it is possible one of the reasons this was leaked is because the PL Board were worried that Man City might try this mid-process appeal, in order to keep the outcome unknown for longer. ๐˜ผ๐™ฃ๐™ฎ ๐™–๐™ฅ๐™ฅ๐™š๐™–๐™ก ๐™ฌ๐™ค๐™ช๐™ก๐™™ ๐™ก๐™ž๐™ ๐™š๐™ก๐™ฎ ๐™ฃ๐™ค๐™ฉ ๐™ฉ๐™–๐™ ๐™š ๐™–๐™จ ๐™ก๐™ค๐™ฃ๐™œ ๐™–๐™จ ๐™ข๐™–๐™ฃ๐™ฎ ๐™›๐™š๐™–๐™ง ๐™ฉ๐™๐™ค๐™ช๐™œ๐™. The Section W disciplinary rules were updated for this season. They require any appeal to be concluded within 12 weeks of submission and any decision provided within 30 days after that. Deviation from these timings requires justification. They canโ€™t be slower than this without cause. The reality is that any appeal by Man City on the facts of the case will be incredibly difficult (those almost always are) and an appeal on the law will be challenging too given just how much of this ground was already covered by Cityโ€™s legal team in the APT hearing. Former Supreme Court Justice, Lord Dyson, chaired that panel and he will almost certainly chair any Appeal Board on this case. He dismissed all of the arguments Lord Pannick made that Man City could have used to undermine the case on the 115. So Man City would need grounds for the appeal and might not even have them. Until the decision is published in full, we cannot assess thisโ€ฆ
11
76
561
62,057
Sam North retweeted
Everything you want is on the other side of not giving a fuck, asking again, and taking another shot. Life gives you endless lottery tickets to try and you only need one win to change your life forever .
187
1,715
13,610
215,402
Panic on the streets of Manchester
27
128
1,312
17,389
Kick them out #115
1
8
293
Sam North retweeted
๐Ÿšจ EXCLUSIVE: Manchester City found guilty on virtually all charges relating to breaches of Premier League financial regulations. #MCFC expected to appeal against verdict issued by independent commission. Sanctions undecided, process ongoing @TheAthleticFC nytimes.com/athletic/7049721โ€ฆ
14,618
64,003
333,712
78,660,678
Sam North retweeted
Bret Kenwellโ€™s market reality check. Meta, interest rates, consumer stocks and the rapid rise of AI... this episode covers a lot.ย  Listen to the full episode with our etoro analysts @Sam_North_07, @BretKenwell and @Nezatron on Market Bites, wherever you get your podcasts. ๐ŸŽง
2
1
9
122,627
Sam North retweeted
All these stocks hit new 52 WEEK HIGHS at some point today Meta Platforms $META AMD $AMD CrowdStrike $CRWD Cloudflare $NET SentinelOne $S Okta $OKTA Everpure $P Dynatrace $DT Fortinet $FTNT Hewlett Packard $HPE Illumina $ILMN Agilent $A Mettler-Toledo $MTD Natera $NTRA Repligen $RGEN BBB Foods $TBBB Thermo Fisher $TMO Twilio $TWLO Twist Bioscience $TWST 10x Genomics $TXG VEON $VEON Waters $WAT Xometry $XMTR
18
30
210
45,500
Sam North retweeted
Does geopolitics actually matter for your investments? That was the question explored at @cfauk's Quarterly Investment Roundtable where our Global Market Strategist @lale_akoner joined experts from across emerging markets, retail investing and defence to explore a question more useful than โ€œwhat happens next?โ€ Thank you to CFA UK for bringing together such an insightful group of senior investment professionals.
2
5
6
5,021
Sam North retweeted
58 degrees outside this morning.
57
908
20,721
923,475
How long till he calls it Trump intelligence (TI)?
5
6
596
Sam North retweeted
Taux qui remontent, pรฉtrole qui reste cher, Fed plus restrictive : tout devrait faire chuter la tech. Pourtant, les valeurs IA et semi-conducteurs tiennent bon sur le Nasdaq, et tirent l'ensemble de l'indice vers le haut. Pensez-vous que ce rebond peut durer ?
2
2
61,783
DV648 - Chip stocks rally, Grab higher after CEO buys, Shopify higher on agent play, BTC highest since Jan as Nasdaq hits all-time high - 23rd September omny.fm/shows/market-pulse-tโ€ฆ $NSDQ100 record, $OIL sub-$100, 10-year ~4.95% Chips: $MU +5%, $SNDK +7% $BTC highest since Jan $SHOP +7%: AI agents start spending money $VKTX +36% and the GLP-1 dosing story $JPM -3.4%; banks squeezed by the curve, UK borrowing shock + $JD.L Macro: UK/US PMIs + US oil inventories
4
509
Michael Burry updated positions; Added to shorts: -Micron $MU -Nebius $NBIS -Semi ETF $SOXX -Palantir $PLTR Added longs: -QXO $QXO -Build-A-Bear $BBW -Sprouts $SFM -Birkenstock $BIRK -Mercado-Libre $MELI
1
1
1
438
Raise rates again. NOW
JUST IN: Content creator Bonnie Blue auctions off the naming rights to her unborn baby, with โ€œ$SOLANAโ€ reportedly leading the bidding at $30,000.
1
2
444
Sam North retweeted
JUST IN: Content creator Bonnie Blue auctions off the naming rights to her unborn baby, with โ€œ$SOLANAโ€ reportedly leading the bidding at $30,000.
187
74
1,883
344,915
Sam North retweeted
๐Ÿ‡บ๐Ÿ‡ธ PRESIDENT TRUMP DISCLOSES MORE THAN 1,100 JULY TRADES, INCLUDING UP TO $25 MILLION SALES OF MICROSOFT AND AMAZON - CNBC
26
13
191
84,854
Sam North retweeted
JUST IN: JPMorgan predicts Metaโ€™s new Muse AI app could become "the most widely used consumer AI product since ChatGPT" after rising to No. 1 on Appleโ€™s U.S. App Store.
107
112
2,216
168,937