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Joseph Cotterill @jsphctrl
, 4 tweets, 1 min read Read on Twitter
I won the FT's 2018 charity stock-picking contest. I won it dirty. ft.com/content/5132f1…
A very good result for Joseph Capital Opportunities LLP, which has promptly collapsed in a fiduciary scandal over its complete failure to manage frontier-market risk.
(The management is busy in the office shredding files while irate investors bang on the door asking difficult questions about the Old Mutual Implied Rate.)
In the other four 2018 stock picks, I think the shorts did all right - Sunac and Silicon Valley Bank. We'll leave the longs in Dangote Cement and Teva Pharmaceutical out of the rambling self-justifying letter to investors.
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Riot police breaking up a Chamisa press conference
“Everyone out, even journalists”. Welcome to Mnangagwa’s bright freedom-loving new Zimbabwe.
They’re doing it right in front of Commonwealth observers.
Read 6 tweets
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A liberal opponent of the premier within the ruling party stepped down as a legislator. He will retain editorial control of a mouthpiece.
LOCAL COLOUR: A journalist association in the capital hailed the state supreme leader as a "beacon of stability". londonpressclub.co.uk/2017/04/27/que…
The premier railed against foreign interference by western governments in elections widely expected to rubber-stamp her hold on power.
Read 107 tweets

Related threads

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Very good ⁦@FT⁩ piece. Visegrad countries are among those rebelling against unequal distribution. When you think of Orban’s popularity, look past his “illiberal” ideas and remember that he bailed out homeowners, not banks, in late 2000s...(1/3)
ft.com/content/9dfea4…
And PiS in Poland is popular in part also because it improved tax collection from corporations and increased family allowances. I am not suggesting that this excuses all else they (mostly Orban) do to curb media freedoms or independence of courts...(2/3)
I am saying that the Central Europeans have not gone suddenly crazy in voting for illiberals. They address economic grievances better than liberals; without breaking the budget. And that is where defense of liberalism has to begin, with better economic policies -as Munchau writes
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O presidente do Irã, Hassan Rouhani, está neste sábado visitando a Turquia, um membro da OTAN e um histórico aliado do maior inimigo de seu país, os Estados Unidos. Os turcos, por sua vez, se afastam cada vez mais de Washington. (1/n) Foto: @IrnaEnglish
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FT SCOOP: Saudi Arabia’s sovereign wealth fund has quietly built a multi-billion dollar stake in ⁦@Tesla⁩. Full details on the way it down for the PIF, crown prince Mohammed bin Salman and ⁦@elonmusk⁩ ... ft.com/content/73b700…
Things really escalated there...
Will be on @CNBC in just under 90 minutes to discuss our scoop on the Saudi's investing in Tesla and @elonmusk's reaction -- lots more coming in on FT.com and tomorrow's edition of FT Due Diligence -- ft.com/due-diligence
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"There has always been a tension in Conservatism between nationalism and commerce."

You can say that again!

ft.com/content/8075e6…
Trade is good, foreigners less so. If only there were an institutional framework permitting the UK to trade all over the world but only ever have to deal with Englishmen...
That really would be something worth getting nostalgic about

spectator.co.uk/2016/07/the-ma…
Read 3 tweets
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. @MESandbu has put out a series of excellent columns on the euro area this week. All three are worth reading closely. I wanted to offer a few reactions, as the events of the last ten years have shown that Europe's internal architecture matters globally.

ft.com/content/c4a502…
I very much agree with Sandbu's framing of the problem, namely that a monetary union "should be a source of stability rather than instability, both for the real economy ... and for itself" and that reforms are needed so the euro area can do a better job of demand management
I also agree that the euro area has pioneered, in Greece, some innovative techniques for sovereign restructuring. It "taught policymakers that sovereign defaults can be restructured within the euro, and illustrated good legal techniques for doing them."

ft.com/content/cdb6c9…
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Joseph Chancellor, founding co-director (with Aleksandr Kogan) of GSR, the company which harvested information from 50 million Facebook users and sold it to Cambridge Analytica, was hired as in-house psychologist by Facebook 2 months after leaving GSR theguardian.com/news/2018/mar/…
Facebook investigating links between employee Joseph Chancellor, former co-director of Aleksandr Kogan's GSR, and #CambridgeAnalytica
(h/t @RVAwonk via @AdamParkhomenko) cnnmon.ie/2HIFWMW
In a case that could shed light on how millions of American voters were targeted online in the run-up to the 2016 election, NY professor @profcarroll sues #CambridgeAnalytica in a British court
cnn.it/2pjOySH
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