James MackintoshVerified account

@jmackin2

Senior Markets Columnist at the Wall Street Journal. Ex FT Investment Editor (writer of Short View column). Retweets not endorsements. Views mine. All organic.

London
Joined April 2009

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  1. Pinned Tweet
    8 Jun 2017

    Nope.

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  2. Jan 14

    ARKK has lost half its value from last year's peak, as of today. Here's on why being big was a problem (I'd add not selling stocks in an obvious bubble as an additional problem, but that's partly due to size, as Jason explains) via

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  3. Jan 14

    So it turns out printing money to buy bonds is a highly profitable business. Fed made more profit last year than any US company (AFAICT), and remitted almost all of it to the govt.

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  4. Retweeted
    Jan 14

    Incredible! Systematic unrestrained robbery on an industrial scale.

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  5. Jan 14
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  6. Jan 13

    It's extraordinary that Australia has a higher covid infection rate now than any country had until 13 days ago. Zero Covid to Covid Everywhere in two weeks.

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  7. Retweeted
    Jan 11

    Atlanta Fed President Raphael Bostic said in a Wall Street Journal interview that inflationary pressures should ease this year

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  8. Jan 10

    Amusingly it looks like the only electric-car or battery/EV supplier stock up this year is Evergrande's former health unit, now an EV company, up 10% - but note it's still down 95% from last year's high!

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  9. Jan 10

    And even a new bubble isn't always enough to save a product launched at the peak of the previous bubble. Here's TAN, the popular solar ETF, since its launch during the 2008 energy bubble:

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  10. Jan 10

    SPACs were popular last year too: "Seek to own the companies of the future", this one says. For sure, their future has not yet arrived. 2/3

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  11. Jan 10

    Launching a new ETF when a theme is very popular, a tale in three charts, all from launch day 1/3

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  12. Retweeted
    Jan 8

    Juries cannot set legal precedents. But what may well encourage copycat behaviour is politicians misrepresenting the law and falsely claiming that a precedent has been set.

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  13. Retweeted
    9 Dec 2021

    One of my favorite South Sea Bubble stories… A hunchback making money by renting out his back as a “desk” for traders to execute orders upon.

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  14. Jan 5

    What colours are left for Kazakhs? So many already taken, but still free: Taupe, puce, verdigris. I'm assuming khaki is out due to military connotation, even with the alliteration

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  15. Jan 5

    Ford is now ahead of Tesla since Biden was elected.

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  16. Retweeted
    Jan 5

    Chinese policy making has become unpredictable and heavy handed as Xi Jinping's goals proliferate but policy tools can't keep up. This creates risks to both China and the rest of the world. My column.

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  17. Jan 1

    The photo looks like it was taken when European commissioners were young, ie 1970s.

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  18. Retweeted
    29 Dec 2021

    Extraordinary story about why medical orgs like WHO and CDC took so long to acknowledge Covid was airborne (and why handwashing etc was emphasised at the start + not masks etc...)

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  19. "Tubular wrench delivery" may not be as tuneful as Mike Oldfield but it's music to the ears of someone whose kitchen tap was broken through Christmas

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  21. Here's knocking down The claims of both sides: Both Manchin and Biden Are Wrong About Build Back Better’s Inflation Impact

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