Also, is OMERS actually very undiversified here? They own 32% of Thames Water (which they've already written off on their books as worthless back in May, incidentally), but they manage 124 billion Ca… (View Post)

Well, this is another big political event I completely mispredicted (at least back six months ago, it's obviously drifted into much more plausible post debate). Just as well I don't bet on this stuff… (View Post)

Seems very unlikely to me to figure in to the decision very heavily, as that sounds like something that the people trying to persuade him to step down would happily accept as a condition -- it would … (View Post)

Mmm, that "48% of the population ranked Reform fifth place or lower" stat should set alarm bells ringing for anybody suggesting the Tories ought to move that way. Not dissimilar to French r… (View Post)

I thought we weren't expecting the end of NATO until Trump was elected? (View Post)