BrokenBanker
@brokenbanker.bsky.social
Equities, ETFs, Rates, FX trader. also 🎥, 📺, 🏏 and the 80's. imposters get blocked and reported, and I never DM re crypto (which is the ultimate moron 'asset').
very useful 🧵 for my fellow UK equity investors (you know who you are):
Noble Francis@noblefrancis.bsky.social · 20h agoUK brick deliveries are a useful proxy for new house building starts in the absence of monthly starts data. As expected, deliveries in June 2026 were flat compared with May but 11.4% lower than a year ago, according to the Department for Business & Trade. (1/n) #ukhousing #ukconstruction
UK brick deliveries are a useful proxy for new house building starts in the absence of monthly starts data. As expected, deliveries in June 2026 were flat compared with May but 11.4% lower than a year ago, according to the Department for Business & Trade. (1/n) #ukhousing #ukconstruction
solid if unspectacular European Service and Composite PMIs, coming in just a tick higher than consensus expectations for Eurozone and UK:
'rockets burn fuel, SpaceX burns cash' - thank you Neil Campling on BTV just now
risk back on, as US hit new highs in the S&P, oil continues to come lower after headlines on 48 hours to a deal with US & Iran (yes, we've been here before). SpaceX earnings failed to launch: Asia equities ⬆️ (KOSPI +4.4%) US and Europe equity futures ↗️ Oil ↘️ Precious Metals ↗️ Bond Yields ↘️ FX ➡️
first earnings done with SpaceX, and the market voted ⬇️ on the news, unwinding the gain this week into it. main problem seems to be AI capex being about 20% higher than expected. this was accompanied by the usual Musk flimflam re data centres in space. now over to the lock-up expiry impact tomorrow:
“Then disco dawned, dappling dancefloors with underground energy as Black, Brown, and queer people built a utopia apart from a world that gave them no room to dance.” Stayin’ Alive — the history of the disco ball:
Stayin’ Alive: the history of the disco ball
More than a century old and ubiquitous as ever, the mirrorball dates as far back as the 1890s. Embraced by jazz clubs in the 1920s before becoming the iconic symbol of ’70s disco, it continues to light up dancefloors like few other objects can, shining on in myriad ways and finding itself at home in the most unlikely of places. Here, Marke Bischke takes us on a twirl through the ever-evolving – and revolving – story of the disco ball
djmag.com
risk on to start the month continued overnight, in the absence of any real change in the Middle East: Asia equities mostly ↗️ (KOSPI ↘️) US and Europe equity futures ↗️ Oil ↗️ Precious Metals ↗️ Bond Yields ➡️ FX ➡️
the markets have no time for nonsense (good). we'll fade tho, pending a proper stimulus, over to macro. not buying the JPY strengthening myself:
turned 60 today, lads, and already classed as a 'senior citizen' by both TfL and Red Funnel to get to the Isle of Wight 💪 summing up the last 60 years as follows:
Name a villain who was actually right:
Sophia_Nyx 🏳️⚧️@sophianyx.bsky.social · 5d agoName a villain who was actually right.
I see the Russians have decided that one at a time out of a high-storey window is not efficient enough
El Rayo Espresso Martini to start the evening properly at Santo Remedio. yes, we're going proper Mexican, and will be posting pictures for a rating from @peark.es and the other Normal Men: Santo Remedio Mexican Restaurant | Mexican Restaurant London share.google/W4pcNqIOICAS...
had to block a mentalist who gave himself away by articulating his fetish for an 'epic collapse of capitalism'. you really wouldn't enjoy it, son:
Ryan Gosling's Hilarious Laugh
ALT: Ryan Gosling's Hilarious Laugh
static.klipy.com
amusingly (and predictably), having made an observation re recent Green converts having BS ideological purity tests, I have now been accused of being a centrist who supports child murder. thanks for proving my point, you completely unhinged loon; and I won't QT you to encourage a pile on as you did
Jog On
ALT: Jog On
static.klipy.com
Disco >>> Rock* *not controversial in my circles, but seems to upset some people
lil miss big boy@lighter.bsky.social · 5d agoPost your hottest music take. Mine is New Order is better than Joy Division.
Jay Rayner reviews Oudh 1722: ‘Some of the best Indian food in London’ ft.trib.al/AdIPH50 | opinion
Jay Rayner reviews Oudh 1722: ‘Some of the best Indian food in London’
Birmingham chef Aktar Islam brings serious confidence to Borough Market at his slick, generous new restaurant
ft.trib.al
as bad broadcasting ideas go, this is up there with Amol Rajan's decision to re-broadcast Enoch Powell's 'Rivers of Blood' speech on Radio 4
Scott Bryan@scottygb.bsky.social · last wk.Channel 4 has announced documentary “The Great ADHD Myth?” It “seeks to determine whether ADHD is a genuine neurodevelopmental disorder, or a social construct.”
this is a great chart from Bespoke (@peark.es 👍), because it illustrates how far we are from a true all-encompassing speculative frenzy as we saw with the Dotcom bubble. having been around back then, I remember the ultimate Neuer Markt debacle cc: @michellev.bsky.social @dsquareddigest.bsky.social
