ex asset manager , school Governor and involved with local charities and local Foodbank waiting for the Ai crash
Ealing, London
Joined January 2017
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mark sanders retweeted
Fans forced into the road with traffice.
Fans forced through a narrow entrance which causes crushing.
@Southern_Trains station staff refuse to open side gate despite clear safety risk.
Police officers ask them to open it, they still refuse.
#cpfc
mark sanders retweeted
BREAKING: Brazil’s President Lula da Silva wins reelection, defeating Trump ally Flávio Bolsonaro
mark sanders retweeted
Well what a load of rubbish that was and as for the chaos at Selhurst Station after, well that put the tin hat on it!
mark sanders retweeted
@SouthernRailUK @CEO4TAG @metpoliceuk yet again Southern u have 4 members of staff at Selhurst & the side gate is closed causing crushing etc. The police in attendance wasting their time because ur staff don’t open the gate to allow fans to pass through easily! What will it take?
mark sanders retweeted
Selhurst station is getting more dangerous with each game. If someone doesn’t get clipped by a car where fans stand in the road, they risk then being crushed trying to get through the door. @SouthernRailUK @metpoliceuk and @CPFC need to do something before someone gets hurt.
mark sanders retweeted
@CPISAinfo Selhurst station after the game today was beyond dangerous. The worst crowd crush/squeeze yet. Multiple children crying their eyes out. Is there any progress on getting Southern to open the double gates? Such an easy fix, but they won’t do it! #CPFC
mark sanders retweeted
APOLLO: AI HAS DELIVERED “ZERO PAYOFF” OUTSIDE BIG TECH
Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America.
Revenue per worker and profit margins are rising for the Magnificent Seven but remain flat for the S&P 493.
Meanwhile, Gartner estimates $3.5 trillion in AI infrastructure spending could face impairment risk by 2030.
The key takeaway: AI investment is booming, but returns outside Big Tech remain elusive.
mark sanders retweeted
Oh, NOW Wall Street is worried about the AI boom collapsing….well, this is a bit awkward. TS Lombard is wargaming a 30% US equity decline, $20 trillion in lost market value and a wave of tech defaults.
Time to really watch the workforce.
As companies delay or abandon data-center projects, watch their contractors, engineering firms, equipment suppliers and construction partners.
The first cuts may not come from the AI giants. They may come from the companies hired to build their ambitions - and yes, I’m already seeing a change of hiring.
If infrastructure hiring keeps deteriorating across suppliers while hyperscalers keep announcing record spending, the workforce will expose a gap between capital commitments and actual execution.
Wall Street can watch the spending announcements. I’ll watch who stops hiring.
Five days ago the credit market was pricing CoreWeave and Oracle.
Now it's pricing Meta and Nvidia.
Meta's 5-year CDS: 108 bps, a record.
Nvidia: 101, a record.
Alphabet and Amazon at all-time highs.
Even Microsoft is climbing.
AI-linked CDS trading went from under $2B a week in July to $9B+ in September. AI debt raised this year is $466B, against $101B at this point last year.
And Goldman's prime book shows hedge funds cutting tech at the fastest pace since 2016.
When the "safe" names need default insurance, it isn't a neocloud problem anymore….. it’s straight up a funding problem.
And funding problems always end up on the headcount line.
Listen for "efficiency" on the Q3 calls. H127 looks to be bad for the workforce.
mark sanders retweeted
Ealing Lib Dem @EalingLD cllrs @CllrGaryMalcolm @CHerschLibDem @mattmellorLD have raised concerns about drug use, violent crime, antisocial behaviour & women’s safety in the borough during a meeting with a senior @ealingMPS Metropolitan Police officer.
ealing.news/crime/ealing-lib…
mark sanders retweeted
The @LibDems Councillors and team in Acton, along with @HinaBokhariLD, attended a packed @TfL consultation session about the proposals for West London Orbital which could connect between Hendon and Hounslow through Acton, as part of our learning and listening exercise.
mark sanders retweeted
BREAKING
The Treasury’s entrepreneurship adviser has announced she is quitting.
Alex Depledge tells my colleague @hannahprevett start-ups are treated as a “sideshow” and a “nice to have”.
“Entrepreneurship can’t be seen as a good news bonus on the margins of economic policy. That mentality is really dangerous for British business as a whole…”
Depledge due to leave her role on Thursday, the day after the Budget.
Read her full comments here👇
thetimes.com/article/b28ab86…
mark sanders retweeted
Times (£) “British Land (halting phase 2 at Canada Water) joins a slew of other major developers that have scaled back their plans in London or abandoned them entirely. Almost all of them cite problems around “viability”. thetimes.com/business/compan…
mark sanders retweeted
OPDC is inviting artists to help us transform one of Park Royal’s key gateways - the pedestrian subway at Mason’s Green Lane! 🎨
🔗 For the full brief and to apply for the commission, visit: consult.opdc.london.gov.uk/p…
For any questions, please contact us at [email protected]
mark sanders retweeted
If you missed the drop-in event at Oaklands Social last weekend, there are still five more chances for you to speak to @TfL about their plans for a new London Overground line.
To find out more head to an event or visit the consultation platform: haveyoursay.tfl.gov.uk/west-…
ALT Promotional image for proposed West London Overground drop-in events. Background shows a moving train. The text lists event dates and locations: 24th October at Act One Cinema, Acton; 31st October at Claremont Park, Brent Cross Town; 3rd November at Brent Cross West Station; 5th November at Middlesex University, Hendon; 7th November at Hounslow House Library.
mark sanders retweeted
Home Builders Federation say only half of councils process and discharge planning conditions within the statutory eight week period.
mark sanders retweeted
Travel:
-No Piccadilly Line between Rayners Lane + Uxbridge
-No Waterloo & City Line
-No Trams, Arena - Elmers End
-Severe delays on the Mildmay Line
-Disruption for mainline trains through Horsley and also Three Bridges
-M25 anticlockwise J25-24 down to 2 lanes due to flooding
mark sanders retweeted
Lib Dems Accuse Ealing Council of Giving e-bike Companies a Free Ride
Say council has failed to take action during nine years of 'havoc' chiswickw4.com/default.asp?s…
mark sanders retweeted
And the collapse in confidence is showing up in the tills.
UK retail sales fell 0.4% in September, four times worse than economists expected.
Households are being squeezed by food, fuel, heating bills and inflation, so they cut discretionary spending.
Then retailers suffer.
Investment slows.
Jobs weaken.
Growth suffers.
You cannot tax, shock and frighten consumers into producing economic growth.
Household security drives spending. Spending drives growth.
mark sanders retweeted
FWIW, retail sales are still holding up well: the 0.4% fall in September followed an upwardly revised increase of 0.7% in August, and the trend is still positive.
But it's hard to see this continuing as higher inflation and interest rates undermine confidence and spending power.
mark sanders retweeted
Amazon withdraws plans for four data centers on the 122-acre former GWU Ashburn campus in Loudoun County after buying it for ~$427M
#MacroEdge