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
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
Reposted by James Mackintosh
New report: a serious unintended consequence of the Government’s tenancy reforms.
Hundreds of thousands of ordinary tenants will be dragged into an annual stamp duty calculation and filing regime.
Hundreds of thousands of ordinary tenants will be dragged into an annual stamp duty calculation and filing regime.
January 30, 2026 at 9:12 AM
New report: a serious unintended consequence of the Government’s tenancy reforms.
Hundreds of thousands of ordinary tenants will be dragged into an annual stamp duty calculation and filing regime.
Hundreds of thousands of ordinary tenants will be dragged into an annual stamp duty calculation and filing regime.
S&P 500 might be down, but the boomer stocks are booming: Royal Caribbean, Southwest Airlines, Meta (Facebook) and Norwegian Cruise Lines are top four performers. At least three of those are driven by boomer spending
January 29, 2026 at 4:54 PM
S&P 500 might be down, but the boomer stocks are booming: Royal Caribbean, Southwest Airlines, Meta (Facebook) and Norwegian Cruise Lines are top four performers. At least three of those are driven by boomer spending
Reposted by James Mackintosh
Open AI exposure vs organic growth, hyperscaler edition
*MICROSOFT SHARES TUMBLE 11% IN BIGGEST DROP SINCE MARCH 2020
*META SHARES JUMP 11% AT OPEN TO HIGHEST LEVEL SINCE OCTOBER
*MICROSOFT SHARES TUMBLE 11% IN BIGGEST DROP SINCE MARCH 2020
*META SHARES JUMP 11% AT OPEN TO HIGHEST LEVEL SINCE OCTOBER
January 29, 2026 at 2:35 PM
Open AI exposure vs organic growth, hyperscaler edition
*MICROSOFT SHARES TUMBLE 11% IN BIGGEST DROP SINCE MARCH 2020
*META SHARES JUMP 11% AT OPEN TO HIGHEST LEVEL SINCE OCTOBER
*MICROSOFT SHARES TUMBLE 11% IN BIGGEST DROP SINCE MARCH 2020
*META SHARES JUMP 11% AT OPEN TO HIGHEST LEVEL SINCE OCTOBER
Terrible news from the Microsoft earnings call: "we are bringing Copilot to every Windows 11 PC"
January 29, 2026 at 11:11 AM
Terrible news from the Microsoft earnings call: "we are bringing Copilot to every Windows 11 PC"