Nicholas Rogers
@nrogers_eq
Buy-side Investment Analyst | Equitile Investments Ltd. | Not Investment Advice - Views are my own.
This is still incredible "China generates more electricity than the US, India and the EU put together" ⚡️☀️⚛️
Excluding Joe Rogan is insane.
Introducing TIME's list of the best podcasts of all time: 100 podcasts that shaped the genre and pushed it forward ti.me/451XhfW
Yikes..
Big win for #UK... great to see them on top again even if this is inflation rates! World-beating 🇬🇧
Relevant.
"One of the most important reasons for studying history is that virtually every stupid idea that is in vogue today has been tried before and proved disastrous before, time and again." — Thomas Sowell
Free markets work, and they work quickly.
"@JMilei has brought monthly inflation down from 13% to 2%. The economy is now growing at an annual rate of 7%. Investors no longer shun Argentine bonds and stocks—indeed, they were among the best investments you could have made over the past two years. After a brief upward jump,…
Costs of U.K. welfare state likely to rise 26% in the next 5 years. The economy not likely to grown by more than 8% tops. So... reform or crisis..
The EU seems determined to cast itself into the abyss of uncompetitiveness and irrelevance.
Good Morning from #Germany, which has rejected the EU’s proposed €2tn budget. The objection isn’t just about the size – Germany would cover about a quarter of the total – but also about the plan to introduce a corporate substance tax, which Berlin argues would do little to boost…
Suburbs historically favored by non-doms have fallen the most.
Based on Land Registry and ONS data, notable falls include prime central London: Mayfair average sold prices down 60% (2024-2025), Chelsea 47%, Belgravia 44%. For flats, Hammersmith & Fulham down 6.2% year to May 2025. Detached in areas like Brent (NW London) at £1.33m in May…
If your pension is invested in green energy be prepared for it to underperform. The results over the last 20 years speak for themselves. Nasdaq (QQQ) = Orange (+1419%) S&P500 (SPY) = Blue (+507.5%) Vanguard Energy ETF (VDE) = White (+177.8%) Ishares Global Clean Energy (ICLN) =…
Renewables belong to the Everything Bubble, the era of near-zero interest rates. A broke country can't afford them.
That's over £100 billion of assets *sitting idle*. It's madness.
Outdated notion. Crypto is an extension of the US financial system.
JUST IN: 🇺🇸 Senator Elizabeth Warren says crypto could "blow up" the entire US economy.
We have 32 GW wind turbines connected to the grid That's 32,000 MW Last night actual generation fell to 214 MW That's 0.67% of installed capacity What's the point?? Chart from Elexon (BMRS) @Ed_Miliband @Keir_Starmer @ClaireCoutinho @AndrewBowie_MP @NJ_Timothy…
Wealth tax is catastrophically stupid.
Dave McKay the boss of Royal Bank of Canada said that increasing the tax burden on the wealthy would “100 per cent” result in people leaving for “a lower tax jurisdiction” “You can't afford to scare capital away . . why would you shoot yourself in the foot" he asked Why indeed?
The Endgame Has Begun We've hit what physicists call a "phase transition"—that moment when water becomes steam. There's no going back to the status quo. So what are America's options? My models show three paths, each with different odds of success: Path 1: The Discipline Route…
Stagflation.
UK Inflation (Jun) CPI (YoY): 3.6% vs. 3.4% exp. (prior 3.4%) CPI (MoM): 0.3% vs. 0.1% exp. (prior 0.2%) Core CPI (YoY): 3.7% vs. 3.5% exp. (prior 3.5%) CPI Services (YoY): 4.7% vs. 4.5% exp. (prior 4.7%)
Who would’ve thought..
OBR chief says higher tax is ‘not good’ for growth – or the government bit.ly/3IvoeBm
The yield on Japanese 30-year gov't bonds is back to the highs it reached in May. Japan was always held up by the #MMT crowd as an example for how debt doesn't matter because governments can always cap yields. That view needs to be retired along with #MMT. Fiscal space is finite.