Daily Snapshot – 16 August 2023

I’m sure that this will resonate with many but I find myself about to embark on a Golf holiday and have high hopes for shooting low in all 3 rounds, playing some of the best golf I have ever played, and winning the trophy. The reality is I’ve bought a new wedge, upgraded my 6 iron, regripped my putter, haven’t practiced in 6 months and I am, day by day, becoming a worse golfer than the peak (at around age 13). Oh well, at least at the time of writing I am optimistic. Optimism feels like it is f…

Daily Snapshot – 15 August 2023

Hoping this still comes through okay from my new fancy @redburnatlantic.com email address which is getting its first taste of a Daily Snapshot. I’m not usually good with change but I’m very much liking the new colour scheme, almost has that Scottish feel about it just in time for Rugby World Cup. All eyes on the Lionesses tomorrow though and I am definitely rooting for a big win over the host Matilda’s (Chloe Kelly with a 87th minute winner if you ask me) but nothing is easy when you get to thi…

Daily Snapshot – 14 August 2023

It’s a fine line this one. A tightrope walk. A tiptoe. All about finding the right balance between talking proudly about the new combination of Redburn and Atlantic without coming across as braggy. Measuring the utility of talking about what the new combination means for you without being TLDR as the cool kids say. But I think on balance we give it a go. Stay with me. Because we are super excited about it (sorry I’ve been spending quite a lot of time with my teenage daughters lately so everythi…

Daily Snapshot – 10 August 2023

Have you sorted your Premier League fantasy football team for the upcoming season kick-off tomorrow? Hot topic on the desk as people frantically change their selections second guessing pretty much everything. Top tip – set the alarms for Friday as the first 4 game weeks have Friday evening matches. My downfall last year was taking out Haaland early who then proceeded to score a quick fire hat-trick the next game week – sometimes the crowded trades do work! This week has felt like a long one in…

Daily Snapshot – 8 August 2023

I have to admit I have played Uno at various points in my life without ever fully understanding the rules. Can you play a Pick up 2 on a Pick up 2? Can you play a Pick up 4 on a Pick up 4? Plenty of arguments over the years and I still don’t actually know but if you are looking for a career change and love Uno I’ve found the job for you. Uno is currently hiring a ‘Chief player’ to play their new game – 4 hours a day and a weekly salary of $3824!! Not bad. It was more -2’s than +2’s today sadly…

Daily Snapshot – 7 August 2023

Not a huge amount going on today which gave us (all hopefully) a chance to catch the important parts of the Lionesses progression to the quarter finals of the World Cup. A great achievement and although it wasn’t the best performance they managed to find a way to get through (on penalties of all things) and progress to the next round. A bit like today in Equity markets as it wasn’t a great day (Stoxx 600 flat), but we continue on to tomorrow fairly unscathed. There was a real sense of the summe…

Daily Snapshot – 3 August 2023

Sometimes in this world you just need a little respite. Yes – it’s important to understand the emerging mega-trend that is Superconductivity (we’ve an email on that – ask if you want it – it makes heavy stuff float is the nutshell version). Yes – we need to follow what’s going on in Taiwan and the Ukraine and elsewhere in the world. And yes – we need to understand the potential ramifications as the Donald appears in court on charges of plotting to overturn the 2020 election. But sometimes you j…

Daily Snapshot – 2 August 2023

Having been at meetings pretty much all of the morning I was about to try and do one of the sneaky ‘will-anyone-notice-if-I-skip-the-Wednesday’ manoeuvres until I got a very welcomed (and rare) compliment from than none other than our U.S. colleague Jared Lechner. Notoriously hard to come by it must be said, maybe it was more of a comment, but he used the phrase ‘free-flowing’ and ‘unique’ so I took it as a compliment and couldn’t then skip todays. There is a fair amount to catch up on too – al…

Daily Snapshot – 1 August 2023

I have barely got my head around AI (honest answer is I haven’t) and now I’m having to check Twitter X to check what this LK-99 is that our resident Twitter X scroller and Charts Guru Nick Glydon is talking about. A new room temperature superconductor material apparently that scientists and physicists are in a hurry to put together. There is even a betting market on it which shows a 50% chance of being replicated before 2025 (and was 25% not long ago, so there is a bit of momentum) . The implic…

Daily Snapshot – 31 July 2023

“Where to next?” I was asked by someone who missed last week’s earnings deluge fun as the EuroStoxx 50 climbed through key levels in seemingly unstoppable fashion whilst they most likely away somewhere nice and hot with a cold beverage in hand! The 2007 high of 4572 is the first target and if we keep going like we are then that will be within striking distance by the end the week. The week started off on good footing with some more Chinese stimulus headlines and various different regions making…