Merryn Somerset Webb
@MerrynSW
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UK Wealth, Editor at large, Bloomberg. Ex Ed in C @Moneyweek. Ex Columnist/Contrib Editor @FT Opinions personal. NED: THRG and Schroder https://t.co/ojIBNzZwBO #SharePower
Joined August 2010
Why you shouldn't buy private equity. What you might buy instead. My thanks to Rachel Reeves for helping us to find the peak of the Laffer Curve. And why the North Sea will soon be open for business again... https://t.co/vfvOcfG7SC
bloomberg.com
It’s been a tough time for private equity.
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Fascinating...he should start by demanding that Westminster stops messing with Scotland's oil and gas industry. Enough with the windfall tax etc.
Lord Malcom Offord has addressed a Reform rally in Scotland, saying his first objective is to remove the "rotten" SNP government after 18 years. The former Tory donor has defected to Reform UK. https://t.co/iOm40vn1kt 📺 Sky 501 and Youtube
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The reason it feels like this is because this is precisely what we have. Starmer theoretically has a massive majority but in practice a big chunk of his own party is the opposition, and from his own personal POV, May's local votes represent the pending election.
The astounding feeling of this interview is of a minority government or one with an extremely thin majority heading into an election, rather than one with a massive parliamentary majority and with three and a half years years left.
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Investment trust activism, shareholder democracy, silver's "monetary salience", and bitcoin's travails - all in the latest @MerrynSW Talks Money market roundup
podcasts.apple.com
Podcast Episode · Merryn Talks Money · 05/12/2025 · 15m
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Intuitive of course but still interesting how closely rental growth tracks immigration (Savills chart). With the latter down former should fall too..
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The change at the border between President Biden and President Trump is nothing short of staggering, and two numbers best tell that story: 189,604 and 20.
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We've been saying for a while that there's a lot of medical, political, regulatory and legal risk in listed big food - that investors have not been taking seriously enough.
Extraordinary press conference just now in San Francisco where @SFCityAttorney David Chiu has just announced a lawsuit against the largest manufacturers of Ultra-Processed Foods, including Kraft Heinz, Mondelez, Post Holdings, Coca Cola, Pepsi, General Mills, Nestle USA,
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Remember the old story about the Soviet Union visitor who asked who set the price of bread in London? We are getting closer to being able to offer a definitive answer. So that's something.
Baby formula prices will be guaranteed under Labour, Keir Starmer announces. He says it will save parents up to £500
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One day...exam results will come with a code that tells employers if there was extra time involved or not. Or the exams will become entirely useless. Watered down with kindness until they mean nothing.. which isn't kind.
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“I would rank trying to understand the follow the surging long end of the JGB market as the number one most important thing for investors at the moment" says @albertedwards99
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Bring the LTX-2 API into real production pipelines, powering 4K, 50fps, synchronized-audio video generation
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Remember the old story about the Soviet Union visitor who asked who set the price of bread in London? We are getting closer to being able to offer a definitive answer. So that's something.
Baby formula prices will be guaranteed under Labour, Keir Starmer announces. He says it will save parents up to £500
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Exactly! That's the point of tests.
Again, if you have a condition like ADHD, anxiety, or depression, and it makes it harder for you to complete tests on time, that is something the test should *measure*, not something it should avoid measuring.
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Exactly! That's the point of tests.
Again, if you have a condition like ADHD, anxiety, or depression, and it makes it harder for you to complete tests on time, that is something the test should *measure*, not something it should avoid measuring.
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Scotland’s “low-cost” renewables, covered by the Wall Street Journal. John Swinney’s government cannot be honest about these painful realities because it would then have to be honest about the painful consequences of Scottish independence.
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🚨 $NVDA is down over 16% Yesterday evening, we tweeted about the $25M in Puts being purchased on $NVDA. DeepSeek AI news came out, and NVDA dropped $24 today. Want to see trades like this? Try our 7-day free trial!
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I approve of an action by City of Ed Council. Possibly the first time ever.
Yesterday we seized stock from three businesses on Princes Street which were obstructing the footway. This confiscation came after repeated warnings. We'll continue to enforce the rules and make sure our footways are clear and accessible for all.
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It's just possible this is a problem. A cross-party failure 20 years in the making. (Chart from the Wall Street Journal)
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We've been saying for a while that there's a lot of medical, political, regulatory and legal risk in listed big food - that investors have not been taking seriously enough.
Extraordinary press conference just now in San Francisco where @SFCityAttorney David Chiu has just announced a lawsuit against the largest manufacturers of Ultra-Processed Foods, including Kraft Heinz, Mondelez, Post Holdings, Coca Cola, Pepsi, General Mills, Nestle USA,
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Incentives matter. Please can we pay attention to this matter.
This is a great piece with some mind-boggling statistics. - At Brown and Harvard, more than 20% of undergraduates are registered as disabled - At Amherst: more than 30 percent - At Stanford: nearly 40 percent Soon, many of these schools "may have more students receiving
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John is right
@dontdelay Sorry, but the world of politics is full of badly informed people whose most dangerous characteristic is their unshakeable faith in their own "goodness". Going way too easy on that "be kind" mentality is a big part of the reason we're in the state we're in now.
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