Peter Thal Larsen

Here’s a starter pack of all the @breakingviews.reuters.com columnists currently on this thing. bsky.app/start/did:pl...

🔊New on The Big View 🎧: This summer, ING Chief Economist @mariekeblom.bsky.social set herself the challenge of presenting a glass-half-full case for Europe's economy. She explained why people are too gloomy about demographics, productivity, technology, and much more. www.youtube.com/watch?v=TJ2G...

Today's "yikes" scenario for Iran courtesy of @gideonrachman.bsky.social www.ft.com/content/7b3c...

Curious to find out which emerging market fund got caught on the wrong side of the Bolsonaro/Lula bet. www.breakingviews.com/columns/brea...

A rare and unexpected defeat for the global anti-incumbent wave

Why Europe needs to decouple from a dangerous control freak; Greek lessons for France; is Andy Burnham winging it; why chokepoint wars are so hard to win; and counting the cost of Europe’s deadliest summer. Latest edition of Wealth of Nations nixons.substack.com/p/musks-powe...

In this week’s newsletter, a newly urgent question: what happens if all those data centres simply don’t get built? www.breakingviews.com/columns/cons... via @breakingviews.reuters.com

All the craziness of the latest Kushner story aside, here we have yet another example of the Dutch intelligence services punching massively above their weight. The Dutch government has called for the creation of a European Five Eyes - take us up on the offer, I would say.

“This is the probably the most earnings accretive capex boom in history.” www.breakingviews.com/columns/bi...

Enjoyed recording a Reuters BreakingViews podcast this morning with @petertl.bsky.social but absolutely furious with myself for not wearing a gilet

Wait until the Crypto President hears about this www.theinformation.com/articles/and...

“AI was powering a ‘race to exploit,’ said Costin Raiu, co-founder of cybersecurity research and incident response firm TLP:Black. He ​said the next step was the ‘mass compromise of every vulnerable web server on the internet.’”

That's a couple of data centres' worth of fines for Meta this year already.

This seems a very limited potential penalty for a company accused of misstating its accounts by £900m over the course of a decade. (Though the auditors have more to fear) www.nytimes.com/athletic/771...

A question for the SpaceX investor call, which is going on as we speak

🎧 Stock markets are flashing familiar warnings: abundant liquidity, high leverage, frantic trading and exuberant retail investors. Financial historian Edward Chancellor tells @petertl.bsky.social on The Big View why this market may be the most speculative ever. Full episode 👉 tinyurl.com/ywe7vycv

🔊New on The Big View🎧: Financial historian and @breakingviews.reuters.com columnist Edward Chancellor on the persistent "Everything Bubble" in markets. We talked liquidity, leverage, retail investors, and why he thinks this may be the most speculative market ever. www.youtube.com/watch?v=E2fo...

"ReelShort's “The Counterattack of the Fat Wife Queen" is schlocky and borderline absurd. Yet after watching the first 10 short episodes, this columnist almost broke out the corporate credit card to access the final 47." www.breakingviews.com/columns/cons... by @jensaba.bsky.social

Probably just a coincidence www.economist.com/business/202...

"Americans who live near a data-centre site are around six percentage points more likely to support the Democrats than those who live further away. Six months ago there was no such difference." www.economist.com/united-state...

"Bonds have mostly moved against oil since the conflict began. However, this has all suddenly flipped around this month, with the old relationships springing back again." www.breakingviews.com/columns/brea...

"The move raises uncomfortable questions about how much ⁠power has been concentrated in the hands of index committee members at MSCI and peers like S&P Global and FTSE Russell." www.breakingviews.com/columns/brea... via @hudsonlockett.bsky.social

The thing about neoclouds is that their customers are some of the biggest and wealthiest companies on earth and…oh, wait

The 17.1% forecast is almost certainly wrong ***by a lot***, but it’s excellent for intellectual accountability when people put these kinds of predictions out

Spotted near the 30km marker at the Antwerp Marathon, a spectator holding a handwritten sign: “Je hebt zelf voor dit gekozen” (= “You chose this for yourself”)

“Yet there is a problem. Bob Bloomfield, an environmental specialist and one of the volunteers who have joined our expedition, states the obvious: ‘You really shouldn’t eat them.’”

Paradise by the Dashboard Light

In this week’s newsletter: attempting to draw a line from Elon Musk’s Department for Government Efficiency to the Houthi attacks on Riyadh Airport, via Michael Lewis’s new book. Hint: it’s the end of a three-decade celebration of disruption as a positive force. www.breakingviews.com/columns/cons...

Lagardexit www.reuters.com/business/fin...

What a great week to tell the world about your new Saudi tourism project

🎧 Global data traffic depends on a vast undersea cable network that has become a geopolitical battleground. “Deep Connections” author @katjabego.bsky.social joined @petertl.bsky.social to discuss why the cables are so vulnerable — and whether they can become less so. Full 👉 tinyurl.com/yh5eb85r

This was a lot of fun! Thank you very much for having me, @petertl.bsky.social.

🔊New on The Big View🎧: Almost all our data zips around the world on about 600 subsea cables, no wider than a garden hose, laid on the ocean floor. I talked to @katjabego.bsky.social about this fragile underwater network and whether it can survive geopolitical rivalry. Watch: youtu.be/dGHAQZ6bOvg?...

RIP to the worst M&A idea in a very long time. We barely knew ye...

Offering a Nobel Prize to the economist who most succinctly explains why people keep spending money to be proved wrong on these platforms.

Guys, you can't spend a decade arguing for deregulation in order to catch up with Silicon Valley, and then freak out when the government quite literally decides to make the UK more like California. www.ft.com/content/47b0...

Why Trump’s diesel deal sets traps for Europe, how Brussels scored a small win over China, whether Pedro Sanchez is a victim of his own success, and can Brazil walk a geopolitical tightrope - latest edition of Wealth of Nations nixons.substack.com/p/trumps-bet...

Hard to devise a better metaphor for the past decade and a half of Premier League football than Man City winning while playing with an extra man.

Microsoft bends knee to Trump language requirements.

It’s a shame Firmus Technologies had to cancel its IPO when so much human creativity was expended on trying to justify its valuation. I mean, look at this work of art. ChatGPT would never give you that. www.breakingviews.com/columns/brea...

"’I cannot overstate how much of a nothing burger this is,’ Rory Johnston, an oil market researcher and founder of CommodityContext.com, said on X.” - www.reuters.com/business/ene...

Annual Recurring Revenue Goes Haywire (ARRGH) www.ft.com/content/b66a...

Always an interesting moment when once-loyal underlings decide to dish the dirt on their boss. www.wsj.com/politics/pol...

📚 The FT and Standard Chartered Business Book of the Year shortlist is here! 1873 — Liaquat Ahamed Off the Scales — Aimee Donnellan The Infinity Machine — Sebastian Mallaby Project Maven — Katrina Manson Blood Will Flow — Alex Perry Prophecy — Carissa Véliz www.ft.com/content/d0b2... #BBYA26

🔊New on The Big View 🎧: Alex Edmans, London Business School professor and author of "The Madness of Markets". We talked about weird quirks in stock and bond trading, whether they are getting worse, and what investors can do. Up now on YouTube, Spotify and podcast platforms. youtu.be/sOGIpFdIfMs?...

A reminder that Jensen Huang owns just 3.6% of Nvidia. www.theinformation.com/articles/jen...