James Mackintosh
@jmackin2.bsky.social
Writer of Streetwise column in the Wall Street Journal www.wsj.com/streetwise Here for FinTwit c. 2012. Ex FT
Fund managers *really* want Big Tech to pare back the spending, BofA survey shows:
February 17, 2026 at 10:53 AM
Fund managers *really* want Big Tech to pare back the spending, BofA survey shows:
Reposted by James Mackintosh
Problem about the loneliness epidemic is, it's everywhere except in representative survey data. Let's look at where the claim comes from. 1/
Case in point, @pengzell.bsky.social just sent me 5 papers proving that there’s not actually any evidence for a loneliness epidemic. My mind is highly changed
February 17, 2026 at 7:13 AM
Problem about the loneliness epidemic is, it's everywhere except in representative survey data. Let's look at where the claim comes from. 1/
Reposted by James Mackintosh
An AI bot wrote a blog post attacking an engineer because he had rejected lines of code the bot had submitted to an open-source project. on.wsj.com/4aghEdg
February 14, 2026 at 4:36 PM
An AI bot wrote a blog post attacking an engineer because he had rejected lines of code the bot had submitted to an open-source project. on.wsj.com/4aghEdg
Practical help from @dsquareddigest.bsky.social for every company today: "how to make your organisation dumber"
Fearlessly providing the advice a CEO needs
Fearlessly providing the advice a CEO needs
February 14, 2026 at 5:15 PM
Practical help from @dsquareddigest.bsky.social for every company today: "how to make your organisation dumber"
Fearlessly providing the advice a CEO needs
Fearlessly providing the advice a CEO needs
Reposted by James Mackintosh
probably the most important chart of the last 3 months
February 13, 2026 at 8:54 AM
probably the most important chart of the last 3 months
Reposted by James Mackintosh
Reposted by James Mackintosh
Britain's income inequality is at its lowest since 1986
(Includes tax, transfers and transfers in kind; excludes retirees)
(Includes tax, transfers and transfers in kind; excludes retirees)
February 12, 2026 at 8:01 AM
Britain's income inequality is at its lowest since 1986
(Includes tax, transfers and transfers in kind; excludes retirees)
(Includes tax, transfers and transfers in kind; excludes retirees)
Win11 update appears mostly to be to put up a popup saying "Would you like to pin YouTube to your taskbar". No matter how bad something is, it can always be made worse
February 12, 2026 at 10:49 AM
Win11 update appears mostly to be to put up a popup saying "Would you like to pin YouTube to your taskbar". No matter how bad something is, it can always be made worse
Warnings you really want on your credit rating summary: "This abstract may have been generated in whole or in part using artificial intelligence and is therefore subject to error and inaccuracy, including but not limited to, hallucination."
Taken at face value, should just ignore the summary
Taken at face value, should just ignore the summary
February 10, 2026 at 12:17 PM
Warnings you really want on your credit rating summary: "This abstract may have been generated in whole or in part using artificial intelligence and is therefore subject to error and inaccuracy, including but not limited to, hallucination."
Taken at face value, should just ignore the summary
Taken at face value, should just ignore the summary
French cashing in
February 7, 2026 at 8:12 AM
French cashing in
Reposted by James Mackintosh
The Mongolians have never won a medal at the Winter Olympics. But they’re poised to conquer the Opening Ceremony with outfits inspired by their country’s golden era of raiding. on.wsj.com/4qjZ6gU
A Country That Has Never Won a Medal Is Out to Conquer the Olympics—in Cashmere
Mongolian athletes will don outfits designed to summon the country’s golden era of raiding the world.
on.wsj.com
February 6, 2026 at 8:28 PM
The Mongolians have never won a medal at the Winter Olympics. But they’re poised to conquer the Opening Ceremony with outfits inspired by their country’s golden era of raiding. on.wsj.com/4qjZ6gU
Amid all the data centre capex excitement, worth noting that in Q3 (latest data) US total capital expenditures fell to the lowest share of GDP since the pandemic
February 4, 2026 at 4:30 PM
Amid all the data centre capex excitement, worth noting that in Q3 (latest data) US total capital expenditures fell to the lowest share of GDP since the pandemic
Reposted by James Mackintosh
The stock tumbled 19% at the opening bell in Copenhagen after its outlook for the year ahead disappointed investors. on.wsj.com/4tmyGhw
Wegovy Maker Novo Nordisk’s Shares Slump After Guidance Disappoints
The stock tumbled 19% at the opening bell in Copenhagen after its outlook for the year ahead disappointed investors.
on.wsj.com
February 4, 2026 at 8:48 AM
The stock tumbled 19% at the opening bell in Copenhagen after its outlook for the year ahead disappointed investors. on.wsj.com/4tmyGhw
Reposted by James Mackintosh
Time we stripped the Prince of Darkness of his royal title. He should simply be Peter Mandelson-Darkness from now on.
February 3, 2026 at 9:25 PM
Time we stripped the Prince of Darkness of his royal title. He should simply be Peter Mandelson-Darkness from now on.
Reposted by James Mackintosh
Companies that mine critical minerals are looking more like defense contractors these days. One sign: Many are hiring retired generals.
The Hottest Commodity in the Mining Business: American Generals
Companies are bringing in retired military brass to navigate Washington and win Pentagon contracts.
on.wsj.com
February 1, 2026 at 8:13 PM
Companies that mine critical minerals are looking more like defense contractors these days. One sign: Many are hiring retired generals.
Reposted by James Mackintosh
Reposted by James Mackintosh
Unfortunately it appears the fire that has blocked trains out of Euston today is in a building that houses a hot yoga studio that promises "controlled heat". www.bbc.co.uk/news/article...
Chalk Farm fire disrupts Euston station services
There is major disruption on all rail services between Euston station and Watford Junction.
www.bbc.co.uk
January 30, 2026 at 11:59 AM
Unfortunately it appears the fire that has blocked trains out of Euston today is in a building that houses a hot yoga studio that promises "controlled heat". www.bbc.co.uk/news/article...
Sell the rumour, buy the news? Warsh picked, and euro, S&P futures, gold, silver recovering, 10y yield now ~flat on the day
January 30, 2026 at 12:06 PM
Sell the rumour, buy the news? Warsh picked, and euro, S&P futures, gold, silver recovering, 10y yield now ~flat on the day
There we have it: Warsh nominated for Fed chair
January 30, 2026 at 11:52 AM
There we have it: Warsh nominated for Fed chair