All Cap Investor

Investor since 2006. In banking (and try not to invest in them). Dog owner.

[All Cap Investor @AInvestor2]

@JavierBlas It wasn’t AI, it was Hegseth.

[All Cap Investor @AInvestor2]

@policy_uk US has a deep mortgage backed securities mkt, allowing banks to offload long term risks to investors. They also have no early repayment charge. In uk, mortgages are funded predominantly by retail deposits so all short term. Anything longer would’ve big mismatch in A/L

[Liz Thomas @LizThomasStrat]

Software's forward 12m P/E has compressed from 33.1x to 23.2x, multiple contraction of 30%. Valuations are now approaching the 2022 and Covid lows...

[All Cap Investor @AInvestor2]

$AMZN how dare they issue a weak guidance. This is a politically hostile act! Lock them up!!! 😂😂😂

[CNBC @CNBC]

Amazon beats on top and bottom line but issues light second quarter guidance https://t.co/mjwX9rvy4J

[Frank Luntz @FrankLuntz]

“America would be better off if more people worked in manufacturing.”

• 80% of Americans agree
• 20% disagree

“I would be better off if I worked in a factory.”

• 25% of Americans agree
• 73% disagree
• 2% currently work in a factory

👉🏻 https://t.co/fq1rItVKC2

[All Cap Investor @AInvestor2]

Tariffs are on specific goods. Distilling it into one number per country whilst also quantifying ccy manipulation and other trade barriers must be quite subjective #TrumpTariffs

[FinancialJuice @financialjuice]

Trump Tariff List

[All Cap Investor @AInvestor2]

Maybe I’m going blind but where’s Canada? #TrumpTariffs

[FinancialJuice @financialjuice]

Trump Tariff List

[Financial Times @FT]

UK small caps ‘most unloved’ stocks in the world https://t.co/7ggVEpYW1m

[All Cap Investor @AInvestor2]

At least there is one thing that is bipartisan between Tories and Labour.

Keep UK house prices elevated.

[Emma Fildes @emmafildes]

Ministers support more scaffolding to support; house prices and the Government plans for growth via construction (oh…and first time buyers)…with 5% deposit loans, set to become a permanent feature, and affordability rules being relaxed. @oliver_wright @Smyth_Chris @thetimes

[All Cap Investor @AInvestor2]

Whilst US and China are plowing resources into AI for growth, I was wondering what UK is doing to keep up.

Here you go. Here’s Starmer’s idea of growth.

[*Walter Bloomberg @DeItaone]

$NFLX - UK CONSIDERS MAKING NETFLIX USERS PAY LICENSE FEE TO FUND BBC

[All Cap Investor @AInvestor2]

@BrilliantLeader You’d think these are sort of things that are low hanging fruits if you want to boost growth. Instead, their growth idea is to make driving licence digital.

[All Cap Investor @AInvestor2]

Trump coin, Melania coin and now Bank of England is partnering with LADBible.

We’re in for a treat in 2025.

[All Cap Investor @AInvestor2]

The annual “monkeys throwing darts at a dart board” competition begins

[Benzinga @Benzinga]

🚀 S&P 500 to hit 7,000?

Veteran investor Ed Yardeni is doubling down on his prediction that the S&P 500 could soar to 7,000 by the end of 2025. Backed by his "Roaring 2020s" scenario—productivity gains, GDP growth, and cooling inflation—Yardeni believes the rally is far from over.

Key drivers?
💡 Tech dominates: EPS growth forecast at 21.7% in 2025.
💊 Healthcare rebounds: Pharmaceuticals & Biotech expected to soar.
🏗️ Materials & Industrials thrive: Strong growth in commodities and construction materials.

His bold vision even includes potential tax cuts and record profit margins driving corporate earnings.

Is this optimism or overreach? What’s your take on Yardeni’s forecast?

[Benzinga @Benzinga]

🚀 S&P 500 to hit 7,000?

Veteran investor Ed Yardeni is doubling down on his prediction that the S&P 500 could soar to 7,000 by the end of 2025. Backed by his "Roaring 2020s" scenario—productivity gains, GDP growth, and cooling inflation—Yardeni believes the rally is far from over.

Key drivers?
💡 Tech dominates: EPS growth forecast at 21.7% in 2025.
💊 Healthcare rebounds: Pharmaceuticals & Biotech expected to soar.
🏗️ Materials & Industrials thrive: Strong growth in commodities and construction materials.

His bold vision even includes potential tax cuts and record profit margins driving corporate earnings.

Is this optimism or overreach? What’s your take on Yardeni’s forecast?

[All Cap Investor @AInvestor2]

Down 7% now. Could well be a fat finger…

[All Cap Investor @AInvestor2]

What happened to #WISE just now?

[All Cap Investor @AInvestor2]

#BRBY this is either going to be bought out by #LVMH or it’s going to end up in the bargain bucket in Primark

[All Cap Investor @AInvestor2]

#WOSG there’s a whiff of recovery perhaps?

Really shows the strength of US spending power vs UK/Europe

[Dan Neidle @DanNeidle]

I'm not generally in favour of politicans ruling out every conceivable tax rise. But Labour should rule out CGT on homes, because it's a hopeless idea. https://t.co/PHgq1vPRG7

[All Cap Investor @AInvestor2]

So is this tariff contradictory to ECB’s green mandate? 🤔 perhaps they should slap themselves with a fine?

[Javier Blas @JavierBlas]

It's official: European Commission announces its proposed level of tariffs against Chinese electric vehicles, ranging from ~17% to ~38%, depending on the manufacturer.

Brussels says Chinese companies benefit from "unfair subsidisation".

#OOTT #EV #EnergyTransition