Division is the worst-performing asset in the UK portfolio
Let's run the numbers on the David Weaver interview, because underneath the politics is a market report. Operation Black Vote: 30-year track record, thousands of placements into public life, consistent returns. That's a blue chip. Meanwhile the UK keeps allocating its entire discourse budget to division, an asset class with a 100-year history of negative yield.
Weaver's core insight is pure arbitrage: race talk is being used to deflect from class, class talk to deflect from race, and while both deflections trade at record volume, the underlying — actual inequality — goes unaddressed. That's a bubble in deflection. Somebody's holding the bag and it's everybody.
His proposals read like a turnaround plan: settle the Windrush liabilities properly (outstanding obligations compound, ask any accountant), fix the compensation scheme's operations, and open talks across communities — because Weaver knows what every trader knows: you can't short your own society and win.
People talking to each other: massively undervalued, zero acquisition cost, infinite upside. I'm long. Have been for 30 years, just wasn't listening, which is on me. NFA.