Thursday 18 July 2019



‘With a few honourable exceptions – such as the Financial Times, the Timesand the Guardian – the referendum coverage was merely a supercharged version of what had gone before. It was led by the biggest broadsheet (the Telegraph), the biggest mid-­market paper (the Mail) and the biggest tabloid (the Sun).’

The Times…hmm, worth looking at the Times on the 4th of June, great pic of David Cam rejoicing the Brexit party results (small note  he was at the footy)
James Montier: 'How Do I Get Paid for Owning This Asset?'

According to Montier, some 83 per cent of IPOs this year have come to market with negative EPS
https://ftalphaville.ft.com/2019/03/15/1552664233000/GMO-s-Montier-on-the-rise-of-the-dual-economy/

ESG investing.

https://podcasts.apple.com/us/podcast/against-the-rules-with-michael-lewis/id1455379351
Michael Lewis’s podcast, Against the Rules.

Dark on Netflix

Tuesday 9 July 2019

The bill would exonerate workers under the age of 26 from Poland's 18 percent personal income tax for those whose gross earnings don't surpass 85,500 zlotys (20,000 euros, $22,500) per year.