HeyJaredAnthony Peters
Superannuated City bond dog. Not a believer in thinking outside of the box, a believer that there is no box
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Sep 1, 2026
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Of the autumn of Trumps discontent, of the cost of bread and the time it takes to earn it, and of who benefits most from share buybacks (opens the original)
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“Now is the winter of our discontent”, the opening lines of Will Shakespeare’s “Richard III”. I have a great fondness of the bard whose hometown Stratford upon Avon is not far from here although I must confess that this particular speech, given when Richard is still the Duke of Gloucester, baffles me. Alas, I cannot be alone in wondering whether it might be time to re-write it for Donald Trump as he faces his own autumn of discontent. The yield on the US 10-year Treasury note has just hit 5.25%
Of Mr Tix and the Catiline conspiracy, of America owing China less than you think, and of Angela Rayner playing Delacroix’s Marianne on the barricades but carrying which flag? (opens the original)
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It has been a long time since I last lived in London. And by that I mean actually lived there as opposed to maintaining lodging for work purposes from which I could at the weekend flee to my “real” home, from 1991 to 2001 in Hampshire and since 2002 up here in the Oxfordshire Cotswolds. If you see the gap between 2001 and 2002, it was the period between selling one home and moving into the next one and even then my wife and I barely ever spent the weekend in town. Thus I don’t know whether there
Of Jacques Mallet du Pan and being devoured by too much debt, of how Donald Trump has killed of imported disinflation, and of Diesel at US$ 9.25/gallon. (opens the original)
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One on the house to anybody who knows who Jacques Mallet du Pan was and what the line was that he wrote that all of us have heard but that with a probability bordering on certainty nobody knows who wrote it. I feel a great affinity to Mallet du Pan (1749-1800), the French-Swiss journalist and political thinker who during the tumultuous years following the storm of the Bastille tried to take the rational position between the revolutionaries and the counter-revolutionaries, who nevertheless ended
Of whether to buy or sell everything, of the unstoppable power of curiosity, and of old and new Bugattis. (opens the original)
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One of the very early and muchly lamented "Alex" cartoons, from 1987 to 2025 drawn by Charles Peattie and written by Russell Taylor, Alex’s desk partner Clive looks over his shoulder and asks, “What do you recommend your clients do in the event of thermonuclear war?”, to which Alex laconically replies, “Sell everything”. I wonder what he might have suggested following the revelations with respect to OpenAI’s autonomous AI agents having invaded Hugging Face’s systems, thus demonstrating how these
Of bond markets free of over two decades of manipulation, of the moral maze of subprime lending, and of how money supply has outgrown the population and productivity. (opens the original)
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Tuesday, the first day of the Federal Reserve’s Federal Open Market Committee’s two day meeting and the beginning of three days of back to back monetary policy committee meetings which include its as well as the Bank of Japan’s, the ECB’s and the Bank of England’s equivalents. The subjects on the respective agendas will in one way or the other be pretty similar and the policy decisions will, all being equal, be about the same. Inflation is showing no sign of slowing and key rates will need to be
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