Archive | The Signal & The Story

Somewhere in the universe... Someone must be paying for AI?

Oct 8, 2026

Porsche goes after the prancing horse & SpaceX wants to borrow $40bn to buy Nvidia chips.

(1/2) A Deep Dive on Capital Gains Tax

Oct 7, 2026

Part 1 of 2. Three weeks before the Budget, the tax almost nobody pays is the one everybody is talking about. What would a rise look like and who would it hit?

TalkTalk rescued... Too big to fail?

Oct 6, 2026

When resilience and competition collide, Britain has shown which way it leans.

Everyone shops at Tesco... That's the risk.

Oct 4, 2026

Britain's biggest supermarket is still growing, but how is the consumer holding up? We should get some clues when Tesco reports its Interims this week.

The last clip in the chamber... How many more rescues can markets afford?

Oct 3, 2026

Diesel hits £2, the G7 raids its reserves, the Nasdaq hits a high on weak jobs & future governments may have to pay the price

6% gilts: the bond market is sending Westminster an invoice

Oct 2, 2026

Britain suffering from global repricing of money + Micron shows why even exceptional corporate results can still disappoint

Sausage rolls, memory chips and the bond market

Oct 1, 2026

Greggs beat the GLP-1 doom-mongers, Micron smashes it again & Treasuries keep selling off anyway.

The Lord of the (Delayed) Rings

Sep 30, 2026

Oura had 4-5x times more orders than shares. So why did it delay the IPO?

Christmas arrives early for house builders!

Sep 29, 2026

Pain for property shorts + Nvidia's record buyback + gold slides

Politicians and HP Sauce... Relatability is not a fiscal plan

Sep 28, 2026

I don't care what sauce the Chancellor puts on his bacon roll + The Week Ahead