The world turns upside down in a quarter. In August Meatable was a global leader. It bought a competitor with fantastic complementary IP. Now Meatable has gone bust. 8% of @AgronomicsLtd written off. But I think Jim Mellon keeps his lions share of previous unrealised gains?

Socialist Europe, who wants this in America? Replacing a window in Westminster. Govern me harder. We are regulating ourselves into oblivion.

Just watched an MP tell Parliament that nobody should be below average. No point checking which party he's in. Sadly all MPs are below average intelligence.

https://t.co/PzERkZkfXx

Taboo Question: What Motivation ? Nobody asks why @RachelReevesMP lied Is it really obvious? Is it simply determination to make everyone poor? What is our motivation to own a business in a country where profit is sinful & wealth is evil. No point working. Better on benefits.

FWIW I quickly gave up listening to the #BERI webcast because the sound quality was awful. @BlackRock should pay attention. Other BlackRock webcasts have also suffered from poor sound quality, just not as bad. Taken together they inflict reputational damage on the organisation.

Morning Twitter…

#BRFI - #EM without China 26% Gulf States 49% financial Safer than EM? but Growing faster? This xpat is dubious too. Pakistan was top performer. Up 13.9% Sept How often do you hear that ? Pakistan ? Top of something not cricket ? BlackRock Frontiers Investment Trust surprises.

#BERI BlackRock Energy Income trust Up 16% 1 year. 3% yield <4% in UK. Diversified investment in businesses which are already diversified. Makes it a bit opaque? Webcast starts at 2pm. Might be interesting

The theme is clear. Is @RachelReevesMP afraid The rest of us are

Politicians really do care, when they think. But they can't think past the next election.

Pensioners rally in Trafalgar Square in 1955 In 1955, pensioners gathered for a rally in Trafalgar Square, London, highlighting the concerns and needs of the elderly population during a period of significant social and economic change.

The just-released US consumer sentiment numbers are in. Three disappointments overshadow optimism from positive revisions to prior data: The Headline Miss: The overall index landed at 88.7, well short of the 93.3 consensus forecast. Current Struggles: The current conditions

Linking the #Budget2026 with #oilandgas @Telegraph says #NATO is short #TNT TNT is a byproduct of oil and gas production in ethylene crackers. This budget could reverse previous constraints and increase supply the raw materials for explosives.

450,000 people in Southern Thailand are displaced by flooding. Water is up to the ceiling. Ditto Vietnam. Short term they need mobile generators. Names spring to mind Aggreko, Cummins Later they'll need heavy kit to improve drainage. Opportunities for entrepreneurs & investors

#Starmer explains Prior governments did not accept responsibility This government admits responsibility and carries on doing more of the same. He doesn't see a problem with that. That's the definition of Absolute Power.

🚨BILLIONAIRES SAY NO TO UK INVESTMENT "It takes 30 years to do a 9 month project" "Around 25% of the UK is on social benefits" "The Government is Socialist"

🔥 UNBELIEVABLE. Beth Rigby just obliterated Keir Starmer on live TV. “You haven’t ended chaos. YOU ARE THE CHAOS.” This wasn’t an interview — it was a demolition. Starmer looked evasive, robotic, emotionless… and completely incapable of giving a straight answer. For 10

Flower of Scotland Hampden Park 18.11.25. From the Danish section, recorded by me. Goosebumps 🥹.

Consistency is a positive. Good morning