@keubiko.bsky.social and right on cue, the scummy dying car biz is going to get bailed out by the scummy government handout & propaganda biz
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A big new story from us: a big new leak means that we can put numbers on the scale of A7 -- the Kremlin's huge money-laundering machine. $6.9bn laundered through the international banking system via SWIFT, with $1.1bn sent to StanChart alone. www.ft.com/content/3848...
@keubiko.bsky.social when will DJT demand the FX pair priority list to be rewritten so USD is #1 ?
@fishratings.bsky.social Pareto is tapping the $150m SLMGRP 15% 2028s, spawning a further $75m without a rating. I would have expected Salmon Group to at least have tried to net a Fish rating to bring this to market.
@bondhack now pull the thread of the Mathias Corvinus Collegium and whose money that is funding these guys (hint is in Orr's own expression "Ukraine Brain") James Orr and the gospel of the new British right - www.ft.com/content/c2d0... via @FT
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Wildberries is at the center of attention amid Ukrainian strikes. We have interviewed Vladimir Milov, a former deputy minister, who explained its links to VTB, the wider financial risks, and why this is a much bigger problem for Russia’s wartime economy: frontelligence.substack.com/p/from-retai...
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"In one chapter [of Cottrell's book] entitled 'The Art of the Bribe', [he] sets out how politicians can be bought....'Long-term relationships keep the bought person in hand while you're making money'". Subtle. www.ft.com/content/7a0f...
@keubiko.bsky.social what's the betting they'll get there before a certain car company?
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A leaked exchange suggests Sergey Lavrov coordinated with Hungary’s foreign minister Szijjarto to block Ukraine’s EU accession talks, discussing minority rights wording as a key lever in negotiations. The interaction points to alignment between Moscow and Budapest on slowing Kyiv’s EU path. #Hungary
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🚨 Russia is a voting member in the EU - it votes by proxy through its vassal Hungary. Russia has unilateral veto power to scuttle any EU legislation requiring a unanimous vote. More audio recordings of secret phone calls between Lavrov and Szijjártó. vsquare.org/kremlin-hotl...
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"Matthew Goodwin has been paid a salary of up to €10,000 a month [from Hungary's state-funded MCC], according to leaked documents obtained by Hungarian investigative journalists Direkt36 and reported by the Good Law Project" That could all end if Orbán loses... open.substack.com/pub/democrac...
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@conservatives.bsky.social Great move to ditch that vacuous, nasty opportunist Jenrick The UK is screaming out for a financially literate party that is able to turn away from the constant short-termism and fake solutions pushed by the populists I genuinely hope you can climb your way back
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Excellent interview of Lawrence Wong by @roulak.bsky.social Only missing question: Can Singapore please export some politicians as part of deeper co-operation with Europe & the UK? Please?
@mylovanov.bsky.social This morning's Bloomberg. Higher taxes, higher borrowing and still less money to spend on war. And that's before the effects of 'Ukrainian Sanctions' on russian energy really started biting
@keubiko.bsky.social X tapping the 9.5% TLB with $1.225bn. 97.5-98 PT
@bondhack.ft.com Key to the whole thing: "Ofwat did not check whether companies were delivering.." RCV drives shareholder/creditor/boardmember returns = incentive to max RCV The only check billpayers have to RCV inflation is ofwat on.ft.com/3ErR7wm
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@mccrum.bsky.social ahaha good article today on Tesla The cash pile, ocf and debt raise combo immediately reminded me of Jan & Markus (or at least that's what triggered my short report on that one back in 2019) 😁
You are up to date.