Andrew Marshall🇺🇦🇨🇦🇬🇱

The IPO of Versant - spinning-off Comcast's cable assets, will be challenging, with @CNBC and the future of linear business TV center-stage. My latest for Cognito

www.cognitomedia.com/ipo-of-comca...

Nice coverage on Cognito's continuing growth in the U.S. as latest O'Dwyers' rankings show our top ten position. Thanks to our clients and all my colleagues.

www.odwyerpr.com/story/public...

The late Con MP for Nuneaton, the lovely Lew Stevens, always said that MPs ideally should live just outside their seat to avoid neighbour disputes:). Not entirely uncommon I think

As of Cornyn was Richard Lugar

Ah ok. Got you. But you can be too narrow for your long term prospects. Because goods trade is not vital to many companies, I would bet grasp of MFA concept and reciprocal tariffs was limited until two weeks ago

True. The favourite books/films of CEOs in Sunday Times profiles tell you much about middlebrowness. Of course founders often different, and likes of Döpfner or Dimon. But in UK, the big four bear much responsibility. CEOs would argue equity markets force them to be narrow.

Eric Adams' federal corruption case dismissed The New York City mayor had been scheduled to go to trial this month.

BREAKING: Federal judge dismisses the criminal corruption case against NYC Mayor Eric Adams

Klarna IPO Day 12 - What its Reception Says about Fintech Media and PR Klarna filed for its IPO on the NYSE 12 days ago.

Klarna IPO Day 12 - What its Reception Says about Fintech Media and PR - my latest for @cognitomedia.bsky.social open.substack.com/pub/andrewma...

That Sir Geoffrey Owen and Sir Richard Lambert live to see the further enrichment of the English language in FT hands. :). But v interesting!

This is close to Article 5 territory

Super read on Paul Marshall in LRB. Obviously highly able, v successful financially, but has dabbled in politics+media. Why own the Speccie and GB News if you won't do a simple i/v for a longform, intellectual piece.The rich get prissy about i/vs, their reputations suffer, and hence vicious circle..

The level of ignorance is quite charming in a way

@elizabeth123.bsky.social lovely to hear from you Liz. Awful times for the world.

Staggering mess.

Fascinating. Thank you. Looking just at age cohorts, CDU recovery much stronger in the +45yrs, and green vote aging noticeably

everything looks expensive!

Front page of today's New York Post.

What to look for in the German elections I’m a big Germany fan, having worked there both for Deutsche Bank, and for a summer as a porter in the Bavarian Alps.

What to look for in the German elections: how much leeway will Merz have in coalition-building, and what the gap between the CDU and the AfD will mean for the mood music in Europe. My thoughts here.

substack.com/home/post/p-...

Good point @stephenkb.bsky.social It's pure trolling designed for the primary audience that Vance needs in two years. German election in a week now absolutely crucial. Noone knows how this influences marginal AfD voters. Merz being v resolute.

#AfD leader Alice Weidel declined to condemn her party president Gauland for calling the Holocaust a 'tiny detail of history' ("bird droppings"). This is the party that Vance and Musk have explicitly supported.

@dawnbutlerbrent.bsky.social I'm an ex Tory cllr, now LibDem, but I'm with what Dawn Butler said on Newsnight just now. Sure, it's up to the jury, but "stupid and black" has historic tropes that are different from "stupid and white"

How dumb. There is prejudice, there is discrimination.

The marginal Trump voter voted on inflation, the border and for a bit less wokeness. The federal govt maoist cultural revolution stuff will only matter to such voters if the chaos becomes linked to bad outcomes in the economy and their lives. Which it well might!

An Unconventional Plan for Fixing the Federal Budget The Apollo C.E.O. Marc Rowan has championed a model that doesn’t fit within party lines.

MarcRowan, Apollo is genuinely interesting on tax reform, but when NYT next interviews him, it shld seek a oneword answer whether he favors removing security protection for former presidents. Trumpy biz leaders mustn't get away with vagueness on the worst stuff

www.nytimes.com/2025/02/01/b...

staggering pettiness

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not seeking election probably makes it easier. Carney and Freeland will be happy for him to take any tough decisions here but it will come back to them (and to Poilievre) all too soon.

Important long read on AI replacing humans. Not really a positive piece for Klarna or its CEO Siemiatkowski. Klarna certainly seems to hyping its AI transition a tad

Secretary Noem admitting just now that prices might go up because of tariffs, and if so that would be the fault of companies putting up prices, not the govt. And doesnt rule out children being held at Guantanamo Bay.