Germany IFO Business Survey misses on Current Assessment and Expectations:

UK reporting shows beats for #ASAI ASA International, #OTB On the Beach new buyback, #SAGA Saga ahead of expectations, #PINE Pinewood Technologies medium term EBITDA target raised:

not gonna lie, bit disappointed not to have been raptured overnight. still, got the pants now, that's Halloween sorted.

the Global Village Idiot has finished speaking, thankfully.

Trump slagging off Khan as London Mayor in his UN address, claiming Sharia Law is coming:

how to get your share price up, European equity style: plan an IPO of your division that makes materials for data centres. Kingspan are planning to do exactly this, while retaining majority control in the unit. stock +11% on this news:

weak PMIs for France, Germany strong PMI for Services, Eurozone overall in-line with expectations. UK miss on both Manufacturing and Services, has lowered bond yields a couple of basis points:

of course there's a grift attached to this attack on women and baby health, never in doubt. assholes all of them:

a lot of UK reporting, highlights are beats from #KGF.L Kingfisher, #SMIN.L Smiths Group, #SNWS.L Smiths News, #KEYS.L Keystone Law and #ABD.L AB Dynamics:

ASM International (not ASML, but still semiconductor equipment for processing silicon wafers) lowers guidance for H2:

just remember what happened Trump spoke about healthcare re Covid:

White House rn:

What I'm wearing to the Rapture

just remember every time you see Trump with this expression, its movie equivalent is De Niro in Goodfellas, just before he decides to whack someone who's displeased him:

UK reporting & macro highlights this week:

outstanding. Steve Baker's delusion level is even higher than Your Party's:

that's almost a 45x ratio for this drivel:

What movie do you consider "perfect" ?

that's a scorching try from Kildunne 👏👏👏 #EngvsFra Women's Rugby World Cup semi-final

ah, the delights of passing through the Hounslows at a suitably ugly early time on a Saturday. at least there wasn't any silliness overnight while I was offli...ah.

one of the best weeks of the year is here @radiobeartime.com

counterpoint: it's horrifically dated, and Cleese has conclusively demonstrated since that Basil Fawlty wasn't a big stretch to play in terms of being a tediously parochial and selfish bore. yes, I am annoyed to be coming back from 2 weeks holidays, why do you ask 😁

TFW Okonjima blesses us with a final gift on the last drive of our Namibian trip, as the 'Top Boy' of the reserve shows up:

there are some excellent posts around today, but you won't see a better 5 word one:

so First Amendment Republicans aren't objecting to cancellation of free speech, and Second Amendment Republicans aren't standing up against the arrival of authoritarianism ? most people recognise the 5th amendment, but let's remind ourselves what the 3rd and 4th amendments are before, shall we ?

while we all wait for the Fed; have achieved what we were aiming for on the 11th day of 12...

this is no doubt going to make sense to some people, but I remain happy to be blissfully ignorant of whatever *this* is:

Don’t challenge Death to a pillow fight. Unless you’re prepared for the reaper cushions.

you're in trouble now.

do what they should be doing anyway, ie: proprietary research and model building without being spoon fed. management should see this as an opportunity to focus on the business, and improve their Investor Relations departments to work better with the buy and sell side etc.

I think not:

will rewatch either Sneakers or Spy Game in memoriam of Robert Redford, I think. RIP.

If you see this, quote the energy you bring to Bluesky

cleansing the TL before it gets ruined with the arrival of some elephants at our water hole:

good points, well made as usual by Joachim Klement: open.substack.com/pub/klemento...

Surfactant. an insect which likes to ride waves.

shorting SPX vs. long Mag 7:

NVDA vs. MSFT, AAPL, GOOGL, AMZN vs. Short Sellers

MOAR grift and insider trading for the favoured few incoming:

my word, helluva start to week 2. what you people want is a megafauna and apex predator mash-up:

last night on the coast, it was hot water bottles and 3 layers this morning with low visibility on the dunes. 6 hours and 2 short plane hops later, it's 34 degrees and lunch is in the shade next to a watering hole. if I could stay here until the world comes to its senses, I probably would:

some 'interesting' anecdotal: invited an American guy to join us for dinner, after spending all day travelling around in the same jeep, enjoying the surroundings. a Chicago based hedge fund PM, family man, 50 or so. naturally politics came up as a topic, and some of the responses were revealing 1/n

I see I'm not the only person to have the idea of 'Sideshow Starmer'

cleansing your TL with the Augur buzzard, some Springboks, another Star Wars film set possibility and a shipwreck:

well we may have missed England scoring over 300 in a 🏏 T20 for the first time, but we're only half way through hols, and we're also going to miss the Tangerine Nightmare's UK visit next week, so it's most definitely not all bad:

somewhere for you to consider @cavandy.bsky.social on your travels ? they're rather nice

we've got to the small part of the trip aviation wise. plus this fella was looking for a sticky bun at breakfast earlier, I think:

this is the correct way to think about Kraftwerk vs. The Beatles. I will be taking no further questions at this time: