David (@contango) profile picture

Great solutions start with good dialogue

Hartlepool, England
Joined April 2007
Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)Photo by David (@contango)
Our analysis helps you prepare for future opportunities and risks. We don't just report on what has already happened. Please join us on Thursday to celebrate our 10th birthday! events.teams.microsoft.com/e…
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The smartphone market is in long-term decline. And companies are responding very differently to the downturn. Samsung is adding features such as ‘foldables’. But Apple is building services business to provide annuity revenue for the future. new-normal.com/consumer-dema…
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A year ago, almost all analysts were bullish on the outlook for stock markets in 2022. People who followed them could have lost a lot of money. But our new pH Report Sentiment Index gave a different view, as the chart shows. new-normal.com/uncategorized…
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Come visit our Hartlepool campus this Saturday on our degree-level open day! Our open days are a great way for students to find out more about their subject of interest, see our facilities and get a feel for our community! Book your space here: northernart.ac.uk/22417-2/
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Demonstrations against lockdown are spreading in China. People are watching the World Cup and can see for themselves that the rest of the world is living a normal life again. And in the background, the real estate bubble is continuing to burst. new-normal.com/economic-grow…
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Oil use avoided by electric vehicles has more than doubled since 2015 via @BloombergNEF. Also a neat-reminder that the EV revolution so far is mostly on two and three wheels. bloomberg.com/news/articles/…
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Consumers around the world are tightening their purses and cutting back on non-essentials as the impact of the 4 Horsemen of the Apocalypse - Covid, the war, food shortages and rising interest rates - increases. new-normal.com/consumer-dema…
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It’s going to be a very difficult winter for everyone as Europe bids up energy/food prices to keep its people warm and fed. And it would never have happened if policymakers had recognised the importance of geopolitics, energy markets and demographics. new-normal.com/economic-grow…
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Isochrones 😍 ! This map shows you how far a 5h train ride will take you, departing from any city in Europe. chronotrains-eu.vercel.app/ Inspired by Direkt Bahn Guru by @juliustens.
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The US is moving into recession as the Atlanta Fed chart confirms. Chemicals have warned of this for some time. But policymakers/analysts remain in Denial about the economy. They focus on computer models and ignore the real world outside their window. new-normal.com/economic-grow…
We're celebrating an extraordinary 91% student satisfaction across our degree courses in this year's National Student Satisfaction Survey! Read more ➡️ northernart.ac.uk/the-northe…
Just found out about Markwhen. A great little tool to create Gantt charts using markdown. You can also use the visual editor if you're not into markdown😅 Let's you share link, export to pdf/png or even markwhen files markwhen.com/ via @puntofisso
They’re cancelling art & humanities degrees at uni where students aren’t in skilled jobs in 6 months. They would have cancelled my drama degree at Hull on that basis. I wouldn’t have become a writer. I wouldn’t have written #Sherwood. Other writers wouldn’t have written theirs.
English lit degree at Sheffield Hallam is being “suspended.” University responding to Government who will no longer fund degrees where 60% students don’t end up in “highly skilled” jobs within 6 months.
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There is always a first time: For the first time, for a brief time, California ran on 100% renewables It will run on 100% renewables all the time well before 2045 We can do this. Everywhere. Despite fossil fuel subsidies and vested interests environmentcalifornia.org/ne… #climate
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Oil prices are surging - yet chemical prices are falling - what gives? @paulhodges1 says this is a clear warning from the chemicals market that a recession is extremely likely. My latest interview on @blockworks 👇 youtube.com/watch?v=B8cVoinA…
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Our pH Report Sentiment Index continues to prove its value. It has correctly signalled a downturn since its December launch, when the S&P 500 was at 4700 versus 4300 today. It is still negative today. Contact us for a free trial new-normal.com/contact-us/
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If we really want to help #Ukraine right now - in addition to weapons, targeted sanctions and cutting Russia out of the banking system - we need to stop buying Russian gas. Turn down the thermostats and boiler flow temperatures, stop heating empty offices, use the log burners.
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Best thread or article I've read on Ukraine and Russia, which is a high bar. Read in full.
Watching Putin's attack on Ukraine play out, I am struck by the thought that Putin learned the lesson from the wrong Afghanistan war. And he has also vastly misunderstood post-Zelenskiy Ukraine. 1/?
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The implications of EVs exponential sales surge go well beyond the auto & oil markets. Petrochemicals risks being disrupted as its naphtha feedstock disappears. This is why the surge in EV sales, up the S-curve of adoption, has to be my Chart of the Year new-normal.com/consumer-dema…
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