Alex
@DeGrooteMedia
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TMT and crypto analyst+investor. Rural life up North, with a bit of globetrotting. Musings on Biz, TMT, markets. Personal views
Europe
Joined November 2017
Investor + analyst. M&A advisory. 25 years prof experience. Focussed mainly -but not exclusively- on Tech, Media, Internet sectors. Based in UK. Sharing content from pods, blogs and investment research on all asset classes, some of which I produce. Mainly business-related. DYOR.
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Clear-sighted @TimesBusiness column from @PJTheEconomist - debt interest at 3.2% of GDP is rising outside of a crisis. Almost unique for this to happen over the last 25 years. More worrying is the interest rate on this debt has moved out of benchmark range with comparable G7
Political problem is that much of additional spending, which requires that record tax take, which we do feel, has no obvious benefit to most of us. Debt interest spending most obviously. And most don’t feel benefit from defence spending or eg disability benefits and social care.
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Politics: The so called ‘centre’ in many European countries is shrinking fast 💥👇
The common pattern of European politics is double Pasokification (both mainstream c-left and c-right parties disgraced and reduced to a minimal rump vote). Fascinating that you can apply it to so many countries that would usually have their own distinct political cycles.
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Apart from Leicester City winning the Prem back in 2016, I cannot recall a bigger outsider in Sport than Vacherot 🎾💥
The moment Valentin Vacherot became the 1st man from Monaco to win a Masters singles title From alternate to qualifier to beating Bublik, Rune, & Djokovic… to hugging his own cousin at the very end One of the best sports stories you’ll ever hear 🇲🇨🥹
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THE COUSIN DERBY IS ON 😍😍😍 In a *remarkable* story, unseeded cousins @arthurrinder & @val_vacherot will contest a Masters 1000 final after both enjoying the best week of their career!! #RolexShanghaiMasters
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I voted Remain but this isn’t credible. The OBR didn’t suddenly remember we’ve left the EU & downgrade productivity forecasts since last Oct. Increases to NICs, higher energy costs & adding billions in extra employment red tape costs a far bigger impact on our economic prospects.
Exclusive: * Sir Keir Starmer and Rachel Reeves plan to blame Nigel Farage for tax rises in the Budget. They will say he delivered Brexit with 'easy sloganeering' then walked away, failing to take responsibility * They will explicitly link the OBR's upcoming productivity
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Oil cracking: Softening demand, driven by slower economic growth, seasonal factors, or improved energy efficiency, could add to the decline in oil prices. Several analysts have warned that if the Gaza ceasefire remains in place and supply continues to exceed demand, oil prices
BREAKING: Oil prices drop below $60/barrel for the first time since May 2025. This comes just one day after President Trump said gas prices will fall to $2.00/gallon.
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IPOs: Some £££ good news for the London stockmarket Beauty Tech Princes Group Fermi + Shawbrook ** this is the important one imho
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Euro: The French debt crisis, the enormity of unfunded liabilities, the increase in defense spending, and Germany's debt binge all point to more aggressive monetary policy. Add to this the acceleration of the central bank's digital euro. via Bloomberg
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Interesting hmm 💥⚡️ BoE now has an ‘equity research’ division and opines on S&P500 valuation multiples. Too high apparently 🫣
NEW Bank of England: value of AI tech companies “appear stretched” with a rising risk of a “sharp correction” saying that on some profit measures it was “comparable to the peak of the dotcom bubble”.
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WH Ireland wealth sale faces collapse amid investor fury
news.sky.com
Investors including the prominent entrepreneur Hugh Osmond have moved to block the £1m sale of WH Ireland’s wealth arm to Oberon Investments ahead of an EGM on Thursday, Sky News learns.
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There's a few aspects to this: - it's easier to justify paying tax when you believe taxes are spent wisely. In the UK this is absolutely not the case. - it's also easier to make a virtue of paying tax when high earners are offered some kind of gratitude for the taxes they pay.
If I was Nik I would have absolutely made the same decision. 18% holding of Revolut. Company will be worth $200BN without a doubt. $36BN position at that price. His cap gains bill alone would be $8BN-$10BN. Now in the UAE it will be $0. The Labour government has to
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Wow. Wow. Palantir refuses take part in digital ID programme. Its UK head says Digital ID doesn’t have a mandate (so presumably they worry it will be cancelled, so if they do it they risk wasting if it’s cancelled) He also says the technical feasibility is questionable too.
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@DeGrooteMedia ⬇️ THIS> https://t.co/brce2QOrlJ is an added factor since that £700m valuation back in May along with #NewPrinces Group’s “decisive step toward vertical integration between production & distribution” ❕They’ll control the second-largest Italian food & beverage group by revenue’
↕️🧵 2/3. In July this year, #NewPrinces Group paid €1 billion ($1.17 billion) for Carrefour Italia https://t.co/BxuQsqQS2a). / see excerpt ⤵️
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Just shocking 🇬🇧
I am 66 & as it nears its end, in my heart I feel today is one of the most shameful in our country’s history. In Edinburgh Waverley, Glasgow Central, Liverpool & London, I choose to believe those chanting death to Israel tonight of all nights are the worst of us & that the
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*LONDON FALLS OUT OF TOP 20 IPO MARKETS AS FUNDRAISING DROPS 69%
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#CEO pay increased in 2024 and is now 281 times that of the typical worker, chart @EconomicPolicy
https://t.co/i7P7Qx5GVC
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🌹Forget Andy Burnham, @wesstreeting is surely the replacement for Keir Starmer. Speaks very well at Conference
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Baillie Gifford among fund managers at risk from pooling of local authority pension funds
ft.com
Chancellor Rachel Reeves on mission to consolidate assets to lower costs and support investment
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Single most important signal in 2025 is that gold (black) keeps rallying, even as USD (blue) is stable vs the G10. Markets aren't trading Dollar debasement. They're trading broad debasement of all fiat currencies against gold. Sign of a global debt crisis. https://t.co/jULiW78gES
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