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Theo Golden, CFA

@TFGolden

Investment Manager @BaillieGifford. Ex-finance journo @businessinsider/@business/@Mergermarket.RTs/Tweets≠endorse. Views own, not financial advice.

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My friend is on the TV! @sonyasunkim 👏🏼

GM UAE 😊@AsharqBusiness Market views TLDR (NFA!): - Short-term selling (Germany/Mt Gox) seems largely behind us - Trad polls & prediction markets showing increased probability of a Trump win - Insti adoption continues with imminent ETH ETFs + SOL ETF applications -…



Theo Golden, CFA Reposted

- 9m kids attend UK state schools - if 5% of places are unfilled that = 450,000 vacancies - the *entire* private school cohort is just 554,316 pupils - IFS predicts 3-7% of private pupils will shift to state sector due to VAT (16k-39k)

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Theo Golden, CFA Reposted

They don't mean Bank of England debt, they mean the UK Gilts purchased by the BoE in return for new bank reserves during the various rounds of QE. The Bank of England has been selling these gilts off to drain excess reserves - what is known as "QT". Reform proposes to end QT. 1/

Financial Twitter can you explain whether the below paragraph actually saves billions ? I don’t understand this.. Bank of England debt …

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For @BaillieGifford, I explained why #credit investors risk falling into the same trap as Elle Woods’ classmates in #LegallyBlonde when they underestimate companies with unique business models. #sustainableincome #highyield Not financial advice. bailliegifford.com/en/uk/individu…


Was awesome to be part of this conversation at work and talk about the importance of allyship particularly in regards to gender equality @BaillieGifford

Last week, employees in our Edinburgh office attended our Staff Networks Day to connect with our network members and learn more about how they support the firm and colleagues. Read about our approach to diversity and inclusion in this report: ow.ly/E4z450PRfPW

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10/10 @ChrisGiles_ content. What a king.

Is this a “Haldane speaks about his public voting pattern again” exclusive?



Have a conference this week and needed to get my suit taken in on the waist by a couple inches. Just got suited and booted to leave the flat, and they've taken the legs up two inches instead... 💀💀💀


London pals - go to this: @AmyWebberSop

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As you can see from @M_C_Klein's charts here: twitter.com/M_C_Klein/stat… there has been a significant shift away from credit as an important source of financing for consumer spending, since '09. With the very start of COVID as an exemption.

I want to retweet this 6x.



If you’re in Edinburgh for @edfringe defo 100% go catch @AmyWebberSop at her show. Proper laugh out loud, witty and unique comedy. Can’t recommend enough. Look forward to seeing where she goes next, and that her opera degree comes in more use than mine!! tickets.edfringe.com/whats-on/amy-w…

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Theo Golden, CFA Reposted

Dhahran, Saudi Arabia, just recorded a heat index of 136°F (57.8°C) at midnight. A heat index that high is near the limits of human survival.

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