Monevator
monevator.bsky.social
Monevator
@monevator.bsky.social
All about money and investing

https://monevator.com/
If you're not accounting for Brexit when looking at Britain's fiscal predicament then you're fighting a phoney war.

Latest estimates put the hit to GDP at 6-8%! That has big ramifications.

Plus all the best of the money and investing reads as ever!

monevator.com/weekend-read...
Weekend reading: Schrödinger's tax rises - Monevator
Britain's pre-Budget Brexit-assisted woes, plus all the week's good reads…
monevator.com
November 15, 2025 at 7:06 PM
The post-2016 law of UK politics is reasserting itself – that there's always somebody worse ready in the wings
November 14, 2025 at 8:25 AM
The economics were always a little murky, but growing political risk and an inability to raise new money for ongoing investment means renewable infrastructure trusts are probably trading at scrap value here

monevator.com/end-in-sight...
End in sight for renewable infrastructure trusts? - Monevator
The Renewable infrastructure trusts have lagged the generalists in 2025. Is the sector impaired, or is it more political risk?
monevator.com
November 14, 2025 at 8:22 AM
Is the situation desperate enough to break the pledge and raise income taxes?

Plus all the week's best money and investing reads…

monevator.com/weekend-read...
Weekend reading: Break glass in case of emergency - Monevator
Budget speculation reaches for the income tax button. Plus all the week's best money and investing reads…
monevator.com
November 8, 2025 at 9:17 AM
Defensive asset allocation is trickier than the growth side of the equation.

monevator.com/defensive-as...
Defensive asset allocation beyond the 60/40 portfolio - Monevator
Ideas for your defensive asset allocation. What to use and why
monevator.com
November 5, 2025 at 12:09 PM
Are everyday investors being pushed towards having to invest into private assets?

Plus all the best money and investing reads…

monevator.com/weekend-read...
Weekend reading: A word on private - Monevator
Why would passive investors want to put money into pricy private funds? Plus all the week's best reads…
monevator.com
November 1, 2025 at 12:10 PM
When the CASHLESS society becomes the CLOUDLESS society, plus all the week's best money and investing reads…

monevator.com/bank-cloud-p...
Weekend Reading: We need a list of which bank uses which cloud provider - Monevator
What caught my eye this week. Unlike some vocal Monevator readers, I’m nearly all-in on the cashless society. I even have a long-running email thread with a few sceptical and long-suffering friends, w...
monevator.com
October 25, 2025 at 11:22 AM
Housebuilders need rate cuts like I need the weekend

propegator.substack.com/p/on-the-cus...
On the cusp of rate cuts
London property recap: 24 October 2025
propegator.substack.com
October 24, 2025 at 6:31 PM
An overview of the apparently elevated US / tech market, what a mostly passive investor can do about it with respect to their own portfolios, and the case for doing nothing!

[Members]

monevator.com/what-to-do-a...
What to do about extreme US market valuations [Members] - Monevator
Many Monevator readers tell us they’re feeling nervous about the markets. Me too. The perils on my personal Venn diagram of risks seem to overlap like unattended coffee rings. Notable brow-furrowers i...
monevator.com
October 22, 2025 at 10:10 AM
Goldman Sach's global portfolio dreaming, plus as always all the rest of the week's best money and investing reads…

monevator.com/weekend-read...
Weekend reading: What's even better than investing in Everything, Everywhere, All at Once? - Monevator
The whole world in Goldman Sach's hands, plus all the week's best money and investing reads…
monevator.com
October 18, 2025 at 11:14 AM
Shock! A politician pointing the finger in the right direction for once

All credible independent studies have found Brexit is costing the UK north of £100bn GDP a year, which equates to more than £40bn of lost tax receipts

There's your black hole…

www.huffingtonpost.co.uk/entry/rachel...
Rachel Reeves Blames Brexit As She Prepares To Raise Taxes And Cut Spending
The chancellor said the impact of leaving the EU is "severe and long lasting".
www.huffingtonpost.co.uk
October 16, 2025 at 10:45 AM
Into London property? Then you really should be reading our sister Substack for weekly opinions, property and investing links, and the pick of the week's new properties!

propegator.substack.com
Propegator | TheInvestor | Substack
All about London property. Click to read Propegator, by TheInvestor, a Substack publication.
propegator.substack.com
October 14, 2025 at 9:27 AM
Brexit cheerleaders now aghast at the GDP growth of Poland versus the UK over the past decade

There's not a sufficiently ironic sighing head shake emoji
October 13, 2025 at 9:40 AM
How Britain is on the cutting-edge of bureaucracy, with crypto ETNs the latest exemplar…

Plus all the week's money and investing reads including bits by @ToddWenning @mrmoneymustache @awealthofcs @Noahpinion @paulkrugman and many (many) more!

monevator.com/weekend-read...
Weekend reading: the white heat death of innovation* - Monevator
Cryptic crypto, plus all the week's best reads
monevator.com
October 11, 2025 at 11:44 AM
A bit about the dawning era of Skynet-level spam, plus all the good money and investing reads from around the web!

monevator.com/weekend-read...
Weekend Reading: Smarter spam - Monevator
What caught my eye this week. Working at the end of the age of publishing words has given me a lead on the post-LLM era. I saw early on how ChatGPT had mined the web for everything ever written – well...
monevator.com
October 4, 2025 at 1:47 PM
Keeps on trucking / tracking

monevator.com/the-slow-and...
The Slow and Steady passive portfolio update: Q3 2025 - Monevator
Are you watching Donald Trump?
monevator.com
October 1, 2025 at 10:02 AM
Bubble watch, plus all the week's best money and investing reads…

monevator.com/weekend-read...
Weekend reading: Livin' la vida loca - Monevator
Hyper value value? Plus all the week's best money and investing reads…
monevator.com
September 28, 2025 at 8:36 AM
From 8 October you'll finally be able to get exposure to Bitcoin and Ethereum in your ISA or SIPP via an ETN

(Should you? That's another question…)

We dive into the weeds around these upcoming products

monevator.com/crypto-etns/
monevator.com
September 25, 2025 at 8:37 AM
When it comes to salaries and spending freely, the British middle-classes can only gaze enviously at their far wealthier brethren over the pond.

Plus all the nest money and investing reads from around the web…

monevator.com/weekend-read...
Weekend reading: The American dream - Monevator
What caught my eye this week. One big driver of the thousands of young economic migrants who’ve come to Europe and the UK over the past decade is said to be the spread of social media. Now that the de...
monevator.com
September 20, 2025 at 11:31 AM
How UK housebuilding has been weakening for years – plus tons of this week's great reads for property fanatics and investors and my pick of the listings 🧐😃

propegator.substack.com/p/these-chal...
"These challenges risk bringing development in London to a complete halt"
London property recap: 19 September 2025
propegator.substack.com
September 20, 2025 at 9:21 AM