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

London, England
HRH the Prince of Wales needs a new tailor, his jacket is far too long and it makes him look oddly out of proportion. The jacket front ought to line up roughly with the bottom of the ribcage.
The glittering royal history of the Princess of Wales' chandelier earrings at the Oman state banquet tatlermagazine.visitlink.me/…
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Britain's foreign aid budget should prioritise Commonwealth Realms, but exclude *former* realms entirely. It would doubtless only cause offence to hand millions of these bits of paper, or their digital equivalents, to a country which had purposefully rejected HM.
I fear that this tour may toxify relations between Britain and the West Indies for years, lead to the end of the monarchies in those realms, and threaten the survival of the Commonwealth - I am not sure this is in the interests of the Caribbean states themselves but…
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Okay, after many contributions this is my final edit, I don't think I can actually fit anything else in.
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Ffs Owain this is the last one
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Lanyard, socks, anything else missing?
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Does this suit me better?
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New look just dropped 🔥
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I suppose we can't always listen to the science, especially when it conflicts with our pre-existing political views.
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"The installation of efficiency measures is not associated with energy savings in households in deprived areas."
Insulating Britain’s homes and investing in heat pumps would do more to cut the cost of living, create jobs and boost the UK’s economy than drilling for new oil @e3g theguardian.com/environment/…
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BREAKING: A hacker accessed Denmark's national ID database with the password "123456," exposing details of 8.8 million people
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Replying to @CaseyBHead
You'd enjoy Cornish roads at night, especially if another car comes the other way.
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Is it just me or has meme use on this site really dropped off a cliff? I have so many bangers saved, but few recent ones. I think the whole site's just getting less funny.
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I raise you this one
The 10 greatest acquisitions of all time:
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Replying to @Fremond_

ALT Awkward Kid GIF

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I almost forgot!
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It honestly just gets better, script writers couldn't pull this off
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ALT Shock Wtf GIF

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There are lots of ways to take a name that has meaning in another religious or cultural context and translate it, or bring it into English - it's especially easily from an Islamic context, where so many of the names are cognates anyway, but also feasible much more broadly.
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If you're culturally Christian, I don't think you'd name your child an explicitly non-Christian, non-anglicised religious name? Those seem to be at odds somewhat. For example, a devout Muslim might name their child Abraham, which is just an anglicised Ibrahim.
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Replying to @PutneyFleur
You may wish to double check your sums, as you've managed to make an error that children of 11-13 are expected to avoid.
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Quite besides her party forcing this action, Ms Anderson is demonstrating the importance of the Gove educational reforms; +190% would constitute a near *tripling*. It's actually rising +94%. This is a level of maths required of 11-13 year olds, which she has failed to grasp.
Under Labour Wandsworth had Britain’s lowest Council Tax. Wandsworth Conservatives just announced Britain’s biggest ever Council Tax rise - they will more than double it next year. They don’t need to do this - it is their choice. Sign the petition: wandsworthlabour.uk/council-…
Community note
The Labour government is cutting the central grant to Wandsworth council by £84m per year, phased in over the next 3 years as part of ‘The Fair Funding Review’ which Fleur Anderson voted in favour of: gov.uk/government/con…
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Hearing the French and the Vatican are fighting as an Englishman:
The Holy See has rejected several requests from the Élysée Palace, President Macron regarding Pope Leo XIV’s upcoming visit to France. Below are the rejected requests: • The military welcome will be scaled back, with the Vatican asking that the Republican Guard and drums be avoided. • The Holy See rejected the proposal to award the Pope the Grand Cross of the Legion of Honour. • During the Vespers Pope Leo XIV will celebrate at Notre-Dame Cathedral in Paris, Emmanuel Macron reportedly wanted a few private minutes with the Pope inside the cathedral to show him the restoration work financed by France. • The Holy See also declined a request for a state dinner or lunch with Emmanuel Macron. The Vatican appears determined to keep the Pope’s visit focused on its pastoral and spiritual character, rather than political ceremony.
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Ash nazg durbatulûk, ash nazg gimbatul, ash nazg thrakatulûk, agh burzum-ishi krimpatul
جمال السماء فوق الكعبة المشرفة.. سبحان الخالق 🕋☁️
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Risk appetite is a convex personal payoff function; loss aversion is roughly 2:1. So if you want more risk, the upside needs to outweigh the overweighted tail risk of job loss, embarrassment, etc. Progressive taxes discourage risk by flattening the pay off curve.
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He made it to Space
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Let's not knock it before we've tried it!
Cambridge University's education faculty – former home of Jason Arday – has appointed as assistant research professor who wrote that Muslims should study engineering and computers 'to produce advanced weaponry for Jihad in order that the deen [Islam] may dominate over all other deens.'. Two weeks ago we covered one chapter Ahmed wrote in a Hizb pamphlet – published in 2002, and republished in 2017 (Ahmed was not involved in the republication) – where she attacked ‘western education’ as a ‘threat’ to Muslims, condemned democracy and integration, and criticised British schools for teaching pupils that child marriage is wrong. However, the same pamphlet includes a second, even more radical chapter, co-written by Ahmed and another senior Hizb activist, Nazreen Nawaz, head of its women’s section. This describes Hizb’s plan to create a fully Islamic education system as part of the Islamic dictatorship, the Khilafah, which is its core goal. As the chapter puts it: ‘nothing will be contained within the curriculum that contradicts with Islam, such as the teaching of the ideas of freedom, nationalism, democracy or evolution in a positive light’. ‘Nor can there be any schools established on any other religion, sect or race… Even the non-Muslims need to be educated under the educational curriculum of Islam… by pushing them to think about the correct belief in life.’ ✍️ Andrew Gilligan Article | spectator.com/article/cambri… | @mragilligan
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Replying to @maxtempers
"Your wish is granted..."
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UK Govt:

ALT Nothing To See Here GIF by Giphy QA

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"Create a random image inspired by my X account" Yeah, I'll take that.
"create a random image inspired by my x account" 7/10
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Replying to @Natrebirthparty

ALT Britney Spears Reaction GIF by MOODMAN

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Here's one in Victorian brick as per @Sorgum687168's suggestion.
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There's a halfway house here where we encourage buildings that are modular, cheap, and simple, but more aesthetically pleasing. Machine-cut friezes, stone/brick effect cladding, trees and plants, etc. On a £300m data centre, it might add £3-4m. We don't need a full temple!
"Must data centres be so ugly?" asks @tomough in @unherd The answer is "no" unherd.com/2026/08/must-data…
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Replying to @sighyam
Reminds me of when you realise the Spanish are the good guys in PotC: On Stranger Tides
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Pirates of the Carribbean vibes
I was so confused why there was a random old lady trying to ruin the brides moment and then read that by deliberately passing in front of the bride during her wedding entrance that the lady can literally steal the bride’s lifespan, beauty and luck for herself…💀
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"The Uprising" (Peasants' Revolt) started in June, in an area (Kent) that had been farmed for 1000 years. Rolling fields, meadows, hedgerows, wildflowers, birdsong, sunshine, streams, mills, churches, and whitewashed cottages with tiled roofs. The 'heroes' were yeomen and craftsmen in a prosperous area, dressed in bright colours and had diets rich in meat and dairy. Men went clean-shaven. Everyone wore hats, clean linens, washed hands and faces, and kept hair neat. Respectability mattered! But so did fun - ale was the primary drink (though of varying strengths through the day), evenings were filled with games, storytelling, singing, and dancing. Roads were awash with travellers, pilgrims, and merchants. The spark for revolt is the government trying to turn back the clock on a people have become wealthy, well-fed, and respectable - cap their wages, impose harsh flat taxes, and compel labour. This is an emerging middle class saying no to government overreach and tax. Maybe that wouldn't work on film, but it would be nice to see someone try and show what they were actually fighting for!
First trailer for Paul Greengrass' ‘THE UPRISING’, starring Andrew Garfield. The film follows a man who forms a rebellion in England against the tyranny of King Richard II. In theaters on September 11.
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Asking Claude Opus to evaluate Arday's writing, and it suggests it's a middling undergraduate 2:2. Hilariously, though, it says that the awful quality is quite standard for the field of "critical race scholsarship", which it says is intentionally opaque.
It's important to point out that whether or not it's plagiarised, Arday's work is shockingly poor - a blend of sloppy and incomprehensible. Here for example is a boilerplate 'universities are racist' article, with a few things that any proofreader should have spotted/queried.
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Earlier today - Monday, 27 July - we received a third-party report relating to an image shared on social media. We take reports of this nature extremely seriously, and officers are conducting enquiries into the matter.
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Replying to @thinkingheights
Helps if you go back further - private housebuilding was totally capable of building to demand before the Town and Country Planning Act.
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Replying to @WalkerMarcus
Zoomed out
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Not true, they have the most generous bursaries by far - up to £6,370 a year based purely on household income, not academics. Comfortably pays for accommodation, food, and living - plus extra grants for books and even balls and clubs.
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As for wealth inequality, a huge portion of that is the steep rise in land values and rents (again, thanks population surge) and generous DB schemes. But also worth pointing out that Britons *hate* equities and have extremely low allocation to them vs global norms, so have mostly missed out since 2008 on huge global wealth creation. The wealthiest don't do that - even if they're only in index funds, they've participated in growth happening elsewhere and got wealthier while ordinary people have trundled along in cash and premium bonds. If you'd invested £10,000 in the S&P 500 in 2010, it'd now be worth about £90,000. If you'd held it in cash, as most people have, you'd have about £12,500. But I'm not sure why people who chose not to take the risk should get a share of the rewards now via CGT hikes and wealth taxes.
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Britain is one of the few countries where labour share of income has risen since the 90s. Inequality has fallen. Productivity has flatlined. Our growth is just population rising - faster than housing or infrastructure capacity, which reduces living standards.
This is the picture in the US but it's very similar in the UK. Out of all the money we make - national income - a greater and greater share has been going, not to the employees who generate that income, but to the shareholders who do no work for it but simply purchase a stake.
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It's slightly ironic, given the left's fixation with Palestine, that they're celebrating Miliband's appointment, while the right loathe him because he intervened against a government trying to stop a genocide.
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Love how South Americans talk about European colonialism like they're not literally the european colonialists. I was born in England because my ancestors *didn't* colonise anywhere!
Jokes aside… where do people think the bulk of Argentine ancestry is from? They *are* the colonisers. The ancestors of a modern Argentine had far more to do with colonisation than that of most modern Spaniards.
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I spend time in cornwall every year to reset. The bustle of ordinary life cuts through, especially with friends about and things to plan or do. Wanting to show off a new recipe, play a game, read a book, or just chat about the world regain their sparkle.
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🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿
watching the mexico vs england game and they cut to a man in the crowd who was so hot that the entire bar gasped
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Replying to @captgouda24
The British period also coincided with much more extreme climatic variance - droughts followed by monsoons, vs a relatively benign period under the mughals from 1650-1750.
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Replying to @rorymeakin
Well they've not even got the facts right in the government's own guide.
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Saturday was a ball
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Hopepillmaxxing
Most political compass tests are stupid and outdated, so I have created a political test that only focuses on REAL ISSUES of the 2020s. 64 questions that score you on four axes, including "Chud v Woke" and "Techbro v Luddite" Reply with your results & tell me if it was accurate
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Replying to @ArchieHall
Imagine the hours of fruitful work created!
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I see.
I tear up thinking about the Marquis de Lafayette's return tour of the United States. He saw that President James Monroe was in plain clothes and that the White House was unguarded and knew that he had fought for a worthy cause. He kissed five year old Walt Whitman on the cheek.
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In an exclusive interview with The i Paper, Burnham says ripping up Labour's manifesto commitment would be 'very damaging' - despite calls for it to be ditched Read more: trib.al/DierEiO
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This is what your or your allies housing, schools, and hospitals look like if you don't spend enough money on defence.
We do not need to spend more money on bombs and bullets. We need to spend more on housing, schools and our NHS instead. A roof over your head. Enough food to feed your children. A public health service you can rely on in your time of need. That is what real security means.
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Replying to @patthom38
Doing just fine, thanks for asking.
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I think they understand this, instinctively, they just don't believe we do.
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Replying to @RmSalih
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You can just do things!
Message to Muslims who endorse the rainbow agenda 🌈☪️ 5Pillars editor Roshan Salih reacts following the return of London mayor Sadiq Khan from Hajj. Shortly after his pilgrimage, the "Muslim mayor" of London began promoting haram ideas such as alcohol and LGBTQ+ Pride celebrations. @Bob_cart124 | @RmSalih
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Marvellous time meeting @AmbJapanUK. Between our mutual love of marmalade, commitment to the values of freedom, and our many cultural bonds, even the varsity rivalry of their majesties can't keep us apart!
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Where are the govt building those houses? You could maybe concrete over all the parks, but eventually you hit capacity again given how high demand is. You can build out, but eventually the traffic/commutes become prohibitive. Calling it a need doesn't change geography.
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Replying to @NigelBiggar
Think this context is also worth considering - the EIC period saw huge climatic variation between drought and flooding, well beyond anything in the prior thousand years. Droughts weaken population, then wet periods bring disease. Puts the modernisation in better context.
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I raise you HM Elizabeth I crossing out, personally, the word "humbly" in a prayer....
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A rare escape to the seaside
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