You know the UK undervaluation problem is getting chronic when my colleague Chris Hughes is suggesting that FTSE 250 companies might as well put themselves up for sale bloomberg.com/opinion/articl…

When I wrote last week on the need to build thousands more holiday homes/huts in the UK I was told that there is no demand for more in, say, the Outer Hebrides. If so why is there one (admittedly v nice) for sale for £995k on Harris? There's info in prices bloomberg.com/opinion/articl…

There are growing calls for central banks to raise their inflation targets to reflect the new economic realities of the post-pandemic world. What would it mean for investors? bloomberg.com/news/newslette… via John Stepek

Over the 2010s, the Govt raised taxes by £6bn a year - but no one noticed, because they did it via regulation. Really, really important new Centre for Policy Studies report out today by me and Tom Clougherty, setting out how it happened, and why it matters. (1/?) cps.org.uk/wp-content/upl…

Having hit a new record high, can the FTSE 100 (and the wider UK market) ever recapture its glory days of old? ('Old' being about 20 years ago) bloomberg.com/news/newslette…

Looking at some stats for today's newsletter. Did you know that if you'd bought the FTSE All-Share at the bottom of the dotcom bust (March 2003) and held until the top of the banking/mortgage bubble (mid-2007), you'd have made about 20% a year vs 15% for the S&P? (Yes, all in $)

Interesting mix on the UK PMIs - manufacturing a good bit worse than expected, but services a good deal stronger, and composite also a lot better as a result - overall upbeat for economy (eurozone PMIs very similar outcomes)

Not saying I believe in meaningful coincidence but it's St George's Day and the FTSE 100 has set a new intraday high #reallymakesyouthink

Four middle aged men on a panel titled something like “Towards a civic Albion?”

New high for the FTSE 100. But the UK market is still silly cheap. Latest to note the 'multi year valuation opportunity' is Nick Train.. he reckons one big take over could be the catalyst for change. What else? Answers are our podcast with Charles Hall bloomberg.com/news/articles/…

I'm just a man, standing in front of an index, asking for it to make a new intraday high bloomberg.com/news/live-blog…

If you missed this column from Merryn Somerset Webb on Friday, read it now - it may (oddly) be her most controversial piece yet bloomberg.com/opinion/articl…

Or so it appears. Plus why your Red Hot Chili Peppers albums might be worth more than you thought

Less than 10 points away from new intraday high for the FTSE 100... bloomberg.com/news/live-blog…

Is this it? Is this the big day? Will the prophecies be realised? Will the FTSE 100 finally set a new closing high? Follow along with Sofia Horta e Costa and my colleagues on the Markets Today blog bloomberg.com/news/live-blog…

Also an interesting thread from a regular correspondent, re the aforementioned Odd Lots Adderall podcast

One of the best Odd Lots I've heard (a high bar). Everything from history of amphetamine use, to the shady interaction between mental health diagnoses and commercial incentives, to the impact of the internet on attention - recommend, even if you don't listen to 'money' podcasts.

I wrote in this week’s The New Statesman about the entirely false claim being spread by some that the Cass review excluded 100 studies on puberty blockers and hormones to reach its conclusion. The report and systematic reviews set out clearly what they’ve done…

The UK stock market is shrinking. Why does that matter, how do we turn things around and crucially, does Labour get it? The latest #MerrynTalksMoney podcast. bloomberg.com/news/newslette…

The UK stock market is shrinking. Why does that matter and how do we turn things around? Charles Hall of Peel Hunt shares his ideas with Merryn Somerset Webb in the latest #MerrynTalksMoney podcast
bloomberg.com/news/newslette…