BrokenBanker
@brokenbanker.bsky.social
Equities, ETFs, Rates, FX trader. also 🎥, 📺, 🏏, 🎶. will never spam you with crypto, so ignore any imposters pretending to be me.
Badenoch's attempt at a rebuttal is being substantially undermined by all UK assets moving up on the day. the reality is they were cheap vs. peers and there hasn't been a disaster vs. very low expectations:
November 26, 2025 at 1:51 PM
Badenoch's attempt at a rebuttal is being substantially undermined by all UK assets moving up on the day. the reality is they were cheap vs. peers and there hasn't been a disaster vs. very low expectations:
Reeves goes in studs up on the OBR and who can blame her, tbh ?
November 26, 2025 at 12:35 PM
Reeves goes in studs up on the OBR and who can blame her, tbh ?
love it when young podcasters tell markets to calm down. not sure there's a better way to demonstrate your intrinsic lack of knowledge of how the real world actually works at the margin.
November 26, 2025 at 12:30 PM
love it when young podcasters tell markets to calm down. not sure there's a better way to demonstrate your intrinsic lack of knowledge of how the real world actually works at the margin.
*UK BUDGET WATCHDOG APOLOGIZES FOR FISCAL REPORT'S EARLY RELEASE
a man in a suit and tie is smiling in an office .
ALT: a man in a suit and tie is smiling in an office .
media.tenor.com
November 26, 2025 at 12:25 PM
*UK BUDGET WATCHDOG APOLOGIZES FOR FISCAL REPORT'S EARLY RELEASE
UK budget headlines early:
November 26, 2025 at 12:07 PM
UK budget headlines early:
we deliberately went to the US to visit some National Parks before the 2024 election in case Trump won, since we knew we'd have no wish to visit if he got in again. swerving a $100 per head cover charge an unexpected win in hindsight:
The Interior Department has announced it will charge $100 per head for non-US residents to visit the most popular 11 national parks.
Stupid and self-defeating. Millions have visited those parks and left with with affection for America. No more, except those who can afford $400 per family per park.
Stupid and self-defeating. Millions have visited those parks and left with with affection for America. No more, except those who can afford $400 per family per park.
November 26, 2025 at 11:16 AM
we deliberately went to the US to visit some National Parks before the 2024 election in case Trump won, since we knew we'd have no wish to visit if he got in again. swerving a $100 per head cover charge an unexpected win in hindsight:
this is sensational: Tchenguiz is a renowned chancer
November 26, 2025 at 8:44 AM
this is sensational: Tchenguiz is a renowned chancer
UK reporting light, generally calm before the Autumn Statement at 12:30 - all UK assets were stronger yesterday including GBP (in-line with country peers), suggesting to me expectations have got low enough for a rally post event unless the ball is not just dropped, but turns out to be a grenade:
November 26, 2025 at 7:22 AM
UK reporting light, generally calm before the Autumn Statement at 12:30 - all UK assets were stronger yesterday including GBP (in-line with country peers), suggesting to me expectations have got low enough for a rally post event unless the ball is not just dropped, but turns out to be a grenade:
just posted my first drunk Santa gif of the season in a chat, and we still haven't even had the b*stard Budget:
a close up of a man wearing a green hat with the name david worren on the bottom
ALT: a close up of a man wearing a green hat with the name david worren on the bottom
media.tenor.com
November 25, 2025 at 8:22 PM
just posted my first drunk Santa gif of the season in a chat, and we still haven't even had the b*stard Budget:
You’ve been kidnapped. The characters from the last TV show you watched are trying to rescue you. Who’s coming to save you?
November 25, 2025 at 8:02 PM
You’ve been kidnapped. The characters from the last TV show you watched are trying to rescue you. Who’s coming to save you?
*KEVIN HASSETT SEEN AS FRONTRUNNER IN TRUMP FED CHAIR SEARCH - the fix is in for the Trump pumper, never in doubt.
November 25, 2025 at 5:02 PM
*KEVIN HASSETT SEEN AS FRONTRUNNER IN TRUMP FED CHAIR SEARCH - the fix is in for the Trump pumper, never in doubt.
ha. Bloomberg TV reporting that Trump's bullshit lies about $21trn of investment into the US since he took office, is $7trn at best, with a lot of caveats whether that gets delivered anyway. Happy Thanksgiving.
November 25, 2025 at 3:46 PM
ha. Bloomberg TV reporting that Trump's bullshit lies about $21trn of investment into the US since he took office, is $7trn at best, with a lot of caveats whether that gets delivered anyway. Happy Thanksgiving.
*NVIDIA SHARES SLUMP 5.5%, ERASING $243 BILLION IN MARKET VALUE - stock definitely got that not so fresh feeling about it now
November 25, 2025 at 2:46 PM
*NVIDIA SHARES SLUMP 5.5%, ERASING $243 BILLION IN MARKET VALUE - stock definitely got that not so fresh feeling about it now
pure bottom-up analysis without considering top down factors is always less use for me:
'Meanwhile, analysts underreact to macro drivers. And where analysts underreact, investors can make more money because future share price changes are larger.'
klementoninvesting.substack.com/p/how-do-equ...
'Meanwhile, analysts underreact to macro drivers. And where analysts underreact, investors can make more money because future share price changes are larger.'
klementoninvesting.substack.com/p/how-do-equ...
November 25, 2025 at 12:55 PM
pure bottom-up analysis without considering top down factors is always less use for me:
'Meanwhile, analysts underreact to macro drivers. And where analysts underreact, investors can make more money because future share price changes are larger.'
klementoninvesting.substack.com/p/how-do-equ...
'Meanwhile, analysts underreact to macro drivers. And where analysts underreact, investors can make more money because future share price changes are larger.'
klementoninvesting.substack.com/p/how-do-equ...
living near Kew Gardens is one of the best quality of life hacks London has to offer:
November 25, 2025 at 11:37 AM
living near Kew Gardens is one of the best quality of life hacks London has to offer:
Reposted by BrokenBanker
I wish I didn’t have to share this. But the BBC has decided to censor my first Reith Lecture.
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
November 25, 2025 at 9:26 AM
I wish I didn’t have to share this. But the BBC has decided to censor my first Reith Lecture.
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
Share a 90s movie that you think deserves more love:
November 25, 2025 at 9:16 AM
Share a 90s movie that you think deserves more love:
not a great day for stocks with a ticker named after a Happy Mondays 'participant', as #BEZ.L Beazley slumps double digit on a sales miss vs. forecasts:
a man dancing in front of a keyboard that says yamaha
ALT: a man dancing in front of a keyboard that says yamaha
media.tenor.com
November 25, 2025 at 8:40 AM
not a great day for stocks with a ticker named after a Happy Mondays 'participant', as #BEZ.L Beazley slumps double digit on a sales miss vs. forecasts:
another heavy UK reporting day, with more positive than negatives:
November 25, 2025 at 7:45 AM
another heavy UK reporting day, with more positive than negatives:
"You'll be visited by three spirits"
November 24, 2025 at 6:28 PM
"You'll be visited by three spirits"
European equities want to believe a Ukraine/Russia resolution is near. at the sector level, obviously German defence names taking a kneejerk hit, but there's some even more wild stuff going on in the likes of Ferrexpo (+24%, Ukraine production) and the JP Morgan EMEA trust (+12%, Russian holdings):
November 24, 2025 at 10:15 AM
European equities want to believe a Ukraine/Russia resolution is near. at the sector level, obviously German defence names taking a kneejerk hit, but there's some even more wild stuff going on in the likes of Ferrexpo (+24%, Ukraine production) and the JP Morgan EMEA trust (+12%, Russian holdings):
November 24, 2025 at 9:27 AM
short week for the US so macro data is being moved up (some September, some November. main event the Autumn Statement for UK on Wednesday:
November 24, 2025 at 8:32 AM
short week for the US so macro data is being moved up (some September, some November. main event the Autumn Statement for UK on Wednesday: