Not sure. The 10% was already being applied before today

Welcome

It really does. The reference to ‘Tesla’ also apt

Wondering if Musk becomes
Cummings to Trump’s Johnson.

He’s being divided and conquered and there’s not a lot he can do about it

I think with rock solid private sector balance sheets you may be able to have a growth scare that touches implied EPS assumptions, interest rate expectations but not solvency concerns. Defensives working over cyclicals backs this up

I think you are secretly the brother of Man United manager Ruben Amorim

Tett is unfortunately not a great thinker

A little bit gratuitous

Yep similar share holder pressure aspect as well. ‘07 was punishing higher cap ratio, now would be punishing lack of AI investment - regardless of merits

Growing disconnect between stories like this and the growing sense of scepticism more broadly, and market pricing of Mag7. Feels like the true believers are now the libertarian bros and they tend not to be the best at market timing

Hipster nonsense

Came here to say this. We will never surrender

It’s… truly fucking awful

It’s fucking terrible

@hmeisler.bsky.social do you see that H&S in NVDA?

@footballcliches.bsky.social first Lampardian transition on record at the end here?

www.instagram.com/reel/DCwKSJT...

What goes up…

You’re both bots aren’t you

Imagining the bot replies if this was on X. ‘God bless ✝️’ ‘true love! 💖’ ‘United by their love of the beautiful game ⚽️’ ‘Rest 🙏🏻’

This is honestly irrelevant Ed - budget was a bit more stimulative and will result in slightly higher interest rates - that’s neither particularly good or bad

Excellent as always

@jburnmurdoch.bsky.social excellent article this morning John

Absolutely - overtly political in a way that I think is without precedent in recent times

Fantastic… one the first ones I looked for yesterday when I joined

He’s going to need to bin Musk pretty quickly or this is going to very quickly get deflationary and bad for growth