PensionCraft
@pensioncraft.com
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The long-delayed Sept jobs report finally arrived after the 43-day shutdown, offering the first clear look at the labour market in weeks. Payrolls beat expectations with +119k jobs, but unemployment rose to 4.4%, a four-year high. A strong headline paired with a worrying backdrop
November 20, 2025 at 6:10 PM
The long-delayed Sept jobs report finally arrived after the 43-day shutdown, offering the first clear look at the labour market in weeks. Payrolls beat expectations with +119k jobs, but unemployment rose to 4.4%, a four-year high. A strong headline paired with a worrying backdrop
We don't do forecasts @sunite.me - and this isn't a crash so far just a bit of a wobble that skims off some of the froth. These are the weekly S&P 500 returns to yesterday's close, there's still a lot of green
November 14, 2025 at 2:45 PM
We don't do forecasts @sunite.me - and this isn't a crash so far just a bit of a wobble that skims off some of the froth. These are the weekly S&P 500 returns to yesterday's close, there's still a lot of green
Alpha is hard
Love this disgruntled investor's quote:
"There is not much else to say about that other than the fees hurt. If Paul had just invested his own money [in the S&P 500] since 1994, I think we would all agree he would not be as wealthy as he is today running Elliott."
on.ft.com/4oXOmo4
Love this disgruntled investor's quote:
"There is not much else to say about that other than the fees hurt. If Paul had just invested his own money [in the S&P 500] since 1994, I think we would all agree he would not be as wealthy as he is today running Elliott."
on.ft.com/4oXOmo4
November 12, 2025 at 9:31 AM
Alpha is hard
Love this disgruntled investor's quote:
"There is not much else to say about that other than the fees hurt. If Paul had just invested his own money [in the S&P 500] since 1994, I think we would all agree he would not be as wealthy as he is today running Elliott."
on.ft.com/4oXOmo4
Love this disgruntled investor's quote:
"There is not much else to say about that other than the fees hurt. If Paul had just invested his own money [in the S&P 500] since 1994, I think we would all agree he would not be as wealthy as he is today running Elliott."
on.ft.com/4oXOmo4
Gita Gopinath making a lot of sense here: UK’s fiscal woes go beyond slow growth, frequent policy changes create uncertainty. Moving to a single annual budget & rule assessment could boost stability & growth without sacrificing fiscal discipline. UK needs less volatility, more credible policy
November 11, 2025 at 4:52 PM
Gita Gopinath making a lot of sense here: UK’s fiscal woes go beyond slow growth, frequent policy changes create uncertainty. Moving to a single annual budget & rule assessment could boost stability & growth without sacrificing fiscal discipline. UK needs less volatility, more credible policy
The expensive parts of Mag 7 sold off this week
NVDA -7.1%
TSLA -5.9%
MSFT -4.1%
META -4.1%
GOOG -0.8%
AAPL -0.7%
AMZN 0.1%
AI hype cooled as investors questioned rich valuations and slow payoffs. Fed doubts, weak data, and profit-taking drove a rotation out of big tech into safer ground
NVDA -7.1%
TSLA -5.9%
MSFT -4.1%
META -4.1%
GOOG -0.8%
AAPL -0.7%
AMZN 0.1%
AI hype cooled as investors questioned rich valuations and slow payoffs. Fed doubts, weak data, and profit-taking drove a rotation out of big tech into safer ground
November 8, 2025 at 8:54 AM
The expensive parts of Mag 7 sold off this week
NVDA -7.1%
TSLA -5.9%
MSFT -4.1%
META -4.1%
GOOG -0.8%
AAPL -0.7%
AMZN 0.1%
AI hype cooled as investors questioned rich valuations and slow payoffs. Fed doubts, weak data, and profit-taking drove a rotation out of big tech into safer ground
NVDA -7.1%
TSLA -5.9%
MSFT -4.1%
META -4.1%
GOOG -0.8%
AAPL -0.7%
AMZN 0.1%
AI hype cooled as investors questioned rich valuations and slow payoffs. Fed doubts, weak data, and profit-taking drove a rotation out of big tech into safer ground
I'm a convert for microsuction - I can hear beautifully now just in time for my Bank of England livestream this evening. The lady removing the wax was almost performing an exorcism at one point as it didn't want to budge. Look at that malleus!
November 6, 2025 at 3:40 PM
I'm a convert for microsuction - I can hear beautifully now just in time for my Bank of England livestream this evening. The lady removing the wax was almost performing an exorcism at one point as it didn't want to budge. Look at that malleus!
'I could smell the onions and the mustard'
November 4, 2025 at 5:28 PM
'I could smell the onions and the mustard'
"UBS chair warns of ‘looming systemic risk’ from private credit ratings"
Poor timing, I shot my private credit video over the weekend 😔
on.ft.com/3LeYgU2
Poor timing, I shot my private credit video over the weekend 😔
on.ft.com/3LeYgU2
November 4, 2025 at 4:06 PM
"UBS chair warns of ‘looming systemic risk’ from private credit ratings"
Poor timing, I shot my private credit video over the weekend 😔
on.ft.com/3LeYgU2
Poor timing, I shot my private credit video over the weekend 😔
on.ft.com/3LeYgU2
"Research" by Barclays: "Over 40% of people lose money after following finfluencer ‘advice’". The article does suggest getting verification for the good influencers which isn't a bad idea
www.ftadviser.com/social-media...
www.ftadviser.com/social-media...
October 31, 2025 at 10:49 AM
"Research" by Barclays: "Over 40% of people lose money after following finfluencer ‘advice’". The article does suggest getting verification for the good influencers which isn't a bad idea
www.ftadviser.com/social-media...
www.ftadviser.com/social-media...
Failed to dodge the showers
October 20, 2025 at 11:01 AM
Failed to dodge the showers
Coinbase, Perplexity and Xero down due to AWS outage
I thought one of the arguments for cloud computing was to avoid these stability issues?
I thought one of the arguments for cloud computing was to avoid these stability issues?
October 20, 2025 at 7:50 AM
Coinbase, Perplexity and Xero down due to AWS outage
I thought one of the arguments for cloud computing was to avoid these stability issues?
I thought one of the arguments for cloud computing was to avoid these stability issues?
I've been called out on my abnormal hand movements
October 13, 2025 at 5:25 PM
I've been called out on my abnormal hand movements
Even more disappointing given that its previous answer was correct so the context should have been obvious
October 10, 2025 at 3:53 PM
Even more disappointing given that its previous answer was correct so the context should have been obvious
Very interesting article on how the “Liberation Day” tariff shock in April 2025 triggered a rare reversal: the US dollar fell even as market volatility spiked, undermining its usual safe-haven role
cepr.org/voxeu/column...
cepr.org/voxeu/column...
October 5, 2025 at 8:44 AM
Very interesting article on how the “Liberation Day” tariff shock in April 2025 triggered a rare reversal: the US dollar fell even as market volatility spiked, undermining its usual safe-haven role
cepr.org/voxeu/column...
cepr.org/voxeu/column...
Will this quash the appetite for this brand of economic populism?
"US offers financial lifeline to Argentina’s Javier Milei"
on.ft.com/3KdLTad
"US offers financial lifeline to Argentina’s Javier Milei"
on.ft.com/3KdLTad
September 22, 2025 at 4:14 PM
Will this quash the appetite for this brand of economic populism?
"US offers financial lifeline to Argentina’s Javier Milei"
on.ft.com/3KdLTad
"US offers financial lifeline to Argentina’s Javier Milei"
on.ft.com/3KdLTad
Bought a Sony ZV-E10M2 to improve video quality but... 🍊
September 20, 2025 at 7:48 AM
Bought a Sony ZV-E10M2 to improve video quality but... 🍊
British households put a record £103bn into individual savings accounts (Isas) in the latest annual figures for the tax-friendly savings vehicles... 😀 revealing a strong appetite for the certainty of cash 😔
"UK households prefer cash, as they plough record sums into Isas" on.ft.com/4nwikig
"UK households prefer cash, as they plough record sums into Isas" on.ft.com/4nwikig
September 19, 2025 at 6:10 AM
British households put a record £103bn into individual savings accounts (Isas) in the latest annual figures for the tax-friendly savings vehicles... 😀 revealing a strong appetite for the certainty of cash 😔
"UK households prefer cash, as they plough record sums into Isas" on.ft.com/4nwikig
"UK households prefer cash, as they plough record sums into Isas" on.ft.com/4nwikig
S&P Index vs Active Europe Mid-Year 2025 just published: Long-term results show nearly all GBP global equity funds lagged—97% underperformed their benchmark over 10 years
www.spglobal.com/spdji/en/spi...
www.spglobal.com/spdji/en/spi...
September 16, 2025 at 8:34 AM
S&P Index vs Active Europe Mid-Year 2025 just published: Long-term results show nearly all GBP global equity funds lagged—97% underperformed their benchmark over 10 years
www.spglobal.com/spdji/en/spi...
www.spglobal.com/spdji/en/spi...