Duncan Lamont

Yeah I’m a relative baby still in Schroders terms

Our U.K. equity PM, Sue Noffke told me she’s on more than 60%!

I can’t believe I’ve spent nearly a quarter of my life at Schroders

The 6 Nations before I joined, Scotland lost every match and had a points difference of -200

I may not be a generational talent on the scale of Finn Russell but I’d like to think we’ve both made our mark 🤣

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I’m working on high level gics sectors, should have been clearer about that

Nope

Utilities are are on 20x. The discount vs tech has fallen a lot but not closed

Smart guys, you and @domw.bsky.social

Staples are the one that’s just gone above IT. Not so boring after all

The other one is not energy or materials though (this is as at end Feb)

Yep. 2021 era 5yr fixed rate mortgages were incredibly cheap

Spectacular. The drop in your monthly payments from pre-gfc must have been £££££££

I’m trying not to use hindsight to beat myself up about not getting a 10yr fix

We’re on 1.06% 😭😭😭

I read that article, which got me thinking! I’m just under 6m out so time to start fishing around

My upcoming mortgage renewal is not impressed

📊 FridayChartQuiz: what sectors of the US equity market that long traded at a chunky discount to the IT sector are now more expensive?

𝘝𝘪𝘦𝘸𝘴 𝘮𝘺 𝘰𝘸𝘯 𝘢𝘯𝘥 𝘥𝘰 𝘯𝘰𝘵 𝘳𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵 𝘵𝘩𝘦 𝘷𝘪𝘦𝘸𝘴 𝘰𝘧 𝘚𝘤𝘩𝘳𝘰𝘥𝘦𝘳𝘴. 𝘕𝘰𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘋𝘠𝘖𝘙

#StripedSockClub

Phase 2 of ACL prehab commences: Game Ready cold compression machine is a go go

It’s so cold it’s hard to describe. Like an ice bath for my leg

Excuse the stuff everywhere, that’s just life

Have to sit here for next 30 mins, can’t be arsed polishing up for social media. Like my posts in general

Kebab for lunch means you’re doing your bit to stop the old age benefit bill getting too crippling 🤣

Although by the 2070s that would mean a huge % of the population would be higher rate tax payers?

Not saying it can’t/wont happen, I’m just following the logic

It’s a banging feeling. I love it. Huge endorphin rush when I come out the other side too

Virtually high five-ing myself, bobbing my head, and saying “yes, this if fking awesome”, sometimes to myself, sometimes out loud

Those moments are why I think I’d keep working even if I could afford not to

I wasn’t following you over there, good nudge to do so!

I was the same. Mine was a Sunday-only round so I think I only got paid about £2.50 a week

Next job was in a clothes shop for £2.38/hour

Also worked as a kitchen porter/dishwasher for £1.50/hour! One week I worked 24 hours and got paid £36…

Not everything was better back in the 90s 🤣

That’s a shame

“My kids don’t like paprika so I used oven chips instead”

I’ll try that next time I make chilli con carne

Incentives drive behaviours

Charlie Munger couldn’t have scripted it better

I can see it from my kids’ perspective.

They just see me staring at the screen and accuse me of double standards

Me arguing that it’s important news I’m reading doesn’t appease them (and also it increases the risk I go on places like Bluesky so they have a point)

🛢️Schroders oil price estimates:
4-5 week disruption: $100-120/barrel
Lasts months: $150-200/bbl, new all-time highs

Not investment advice. DYOR

www.schroders.com/en-gb/uk/int...

Maybe that’s about me being disciplined and avoiding the temptation to click on them but even seeing the headline and deciding whether it’s an article I want to read takes some of the pleasure out of reading a paper with fresh eyes

Do you do it in Edinburgh though? We used to get the Sunday times delivered when in London but they only did it in the m25

Another issue for physical is that lots of the weekend articles get released online before the weekend so I find I’ve seen lots of them before the print edition comes out

We tried to get a Sunday paper delivered

1. Hard to find anywhere that still does this

2. Would only deliver by 8.45. Do school kids still do this?! Lazy so and sos

3. Charged £2/week for delivery

Thought might send a signal to our kids about physical reading vs screens but resorted to the app

Train stations and airports for last minute snacks

But at kings x I’d go to mini Waitrose instead so even then it’s losing out

My son likes to get the simpsons magazine before a long train journey but that must be a limited market