@mojomogoz.bsky.social
CVO (Chief Visionary officer) behind mojostrat™ a new global incoherence recognition and interpretation advisory CFA. Mainly UK stocks and some global themes. V occasional blogs here: https://medium.com/@mojomogoz
Just turned on Big Jet TV. First 30 seconds he disses the mainstream tv broadcasters for only planning to turn up at his spot after dawn when there’s something to actually see, then says “it’s like the Somme out there”. m.youtube.com/watch?v=egwa...
True dat 🧵👇 🙌
Idea that Labour can’t govern austerely is ahistorical - as long as that fiscal conservatism has a morel purpose beyond looking “credible” www.economist.com/britain/2025...
Big governance changes are rarely planned. They are known in advance but glossed over and then events push recognition. Starmer seems inclined to embrace the structural-> Reeves will be pushed that way.
PS was always a mistake for Labour to so gleefully deride Truss rather than critique growth plan
Fascism tolerable…but erect penises!!! A clear and present danger to civil society
🤷♂️
I don’t know if Bannon is on the inside track or desperate to get airtime relative to Musk 🤷♂️…but the fight is fierce and Bannon is OG MAGA
Hello Bluesky…a stock post will be incoming as I’ve decided that’s what I’ll do here and keep X more macro (and plenty bs too obvs). Ciao for now
