Jonathan F K Neill @JonathanFKNeill
Chief Investment Officer and Aesthete London, England Joined October 2011-
Tweets2K
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Following519
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@ReturnsJourney Yes. Past is not prologue.
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@ahern_brendan @chinalastnight The (over) reaction is hysterical
@ShanghaiMacro Seems eminently plausible thank you. JFKN
@EarningsB4Hugs The China bull camp is a lonely place right now - people will tell you that's how they like it (hmmm) but the camp needs more followers. Baidu entirely friendless for example and selling for US$28bn with cash of US$35bn and US$4bn of EBITDA in 2027 (some debt, yes). Bonkers!
@joebellthebrave @ProfGrewal Brilliant.
@joebellthebrave @ProfGrewal Superb.
@ahern_brendan We’re here BA! Last ones just about standing.
@Errecck BSI = ? or RSI typo? Thank you. JFKN
@EquityBrian Strong nerves and continued patience required. Thank you. JFKN
Nelson Goerner brings his special magic to Bach (crisp), Schumann (wonderful), Schubert and Chopin in his recital @wigmore_hall while @RiversideLondon Measure for Measure in much-abridged version contains much to admire as the Duke loses his mind in the final scenes - brilliant.
@EquityBrian @negligible_cap China A Share sentiment at (incredibly depressed) July 2024 levels according to MS this morning - not HK Tech but not far away. A Shares in China then rallied 60 percent from September 2025 to May 2026. Just saying.
@Schuldensuehner @biancoresearch @dailydirtnap We agree. For what it’s worth! Thank you. JFKN
Heroic work from the cast not enough to enliven Twenty Thousand Streets Under the Sky but beautifully designed, played with commitment @swkplay @stratfordeast the superb Bloodsport reaches the end of its superb run, a West End transfer must follow, writing of the highest order.
@FroehlichThors1 Brilliant but we're not sure we understand the scale/index (either of them!) on RHS. Thank you. JFKN
@the_waveanalyst Well done. All Chinese mega cap tech entirely friendless of course and selling for absurd valuations, really laughable actually.
@the_waveanalyst We are. Alas.
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