UK Private Investor: Trend Follower. (Re-)Tweets are NOT investment recommendations. Swimmer, surfer, dog walker. Fan of football, cricket and live music.
Probably Bradford's greatest artist. He produced art throughout his life, hard working, down to earth, and modest but extremely talented. He had a genius to capture a moment in time, be it observing people or the light on a swinging pool.
Shocked to hear David Hockney has died. His huge achievement was to make serious painting look effortless. He carried forward one of the most sustained investigations into vision, space and representation by any post-war artist. British art has lost a giant.
@dontdelay It does not matter about cross party agreement. If in opposition it would be a golden opportunity. The actual govt. that implements it will of course pay the generational electoral price no matter what their colour.
Bank of America private clients exposure to longer dated US Tres. at 4% is likely just about half of their exposure to $NVDA (7.9% is S&P500 weighting). Bubble? What bubble? ๐
BoA's Hartnett: "booms & bubbles ended by bonds (punitive cost of capital), leaders (not a good look if โcheapโ MAGS canโt hold $65), or elections (voters wanting more jobs or lower inflation);
weโre getting there...but for now asset allocation frozen bullish, positioned for late-cycle greed, not at all tempted by 5% yields at the long-end (BofA private client exposure to UST bonds >10-year duration tiny 4%)".
This tin foil hat thought will gain credibility if Trump repeats his 'bomb Iran back to stone ages' saga --> attempt to drum up volatility and market fear in order to taco, manufacture volatility compression and drive a relief rally into SpaceX IPO day
Iran said it is targeting โall interests related to economic holdings managed by Elon Musk in West Asia,โ including a regional Starlink ground station, according to a translated Fars post on Telegram.
https://t.co/HPHiYGIbyw
@JimWall84 I have to admit to knowing little about the company, and will defer to others more knowledgable. I just thought Stocko's pivot was jaw dropping in light of the small changes that I perceive in fundamentals. Maybe shows the massive price impact of the marginal buyer/seller?
Seriously if Burnham wins some sort of Labour leadership election he needs to call a snap general election. None of this is in the Labour mainfesto and most importantly no one voted for his agenda.
@dontdelay@AndyBurnhamGM Well if it is the supposedly faceless ๐ถ "bond market" it will be UK mortgage holders who cop it. Just like the Truss "mini" budget. Free ice creams on Andy Burnham, free everything on Andy. He is a disaster waiting to happen!
@illgetugadget People posting 140% year returns are either insanely concentrated (no risk management), or they are leveraged. Come the next bear market they get cleaned out. They then disappear from social media, and you never hear from them again/or invent a new handle.
@illgetugadget 15% CAGR over an extended period is hard to achieve. Most people kid themselves about what they actually make because they have a few good years (5-10yrs) and 1 or 2 fantastic years, but over >20yrs that is elite imo.
@RidyardMike The fairest application should be a double lock (rise with inflation, average earnings). If they are minimal then no effective rise. But the debate has become more about generational equality - this is way more complex.