Drikus Combrinck

Redeemed entrepeneur and investor tweeting about investments, markets, philosophy, economics and politics from a Christian worldview.

[Drikus Combrinck @DrieksCombrinck]

“Some things are believed because they are true. But many things are believed simply because they have been asserted repeatedly.”

-Thomas Sowell

[Drikus Combrinck @DrieksCombrinck]

This is lunacy

[No Farmers, No Food @NoFarmsNoFoods]

Absolutely ridiculous.
🤡🌍🥚

[Drikus Combrinck @DrieksCombrinck]

DEC 2027 Diesel futures are hitting new highs. Bullish Sasol.

[Drikus Combrinck @DrieksCombrinck]

Thats September. That will be a catastrophe

[FinancialJuice @financialjuice]

Trump: Could have the blockade of Iran lifted by Labor Day

[Drikus Combrinck @DrieksCombrinck]

Ninety days into the Iran war, the central question is no longer how the conflict ends, but whether the instability it has created is becoming permanent

-@ProfessorPape

[Gad Saad @GadSaad]

The only thing that stops violent men from raping you and your society are other men who are equally willing to be violent in stopping the rapists. The West has decided that the highest virtue is to quietly comply with the destruction of your civilization because to do otherwise is bigoted toward the rapists. It really is that simple.

[Drikus Combrinck @DrieksCombrinck]

Markets are treating a possible Hormuz MoU as if it equals a full reopening.

But an MoU is not a settlement. It is not security. It is not insurance cover. And it is not a guarantee that tankers will risk re-entering the Strait.

Ships may leave. They may not come back.

Energy risk is being priced as a headline problem, not a logistics problem.

Update from RBC below:

[Matteo Marinelli @MrnllMtt]

Founders keep companies private when they believe the biggest value creation is still ahead. Draw your own conclusions on why companies like SpaceX, OpenAI, and Anthropic are all rushing toward IPOs.

[Sakeliga @Sakeliga]

🔴 BREAKING: High Court blocks Agri Minister's foot-and-mouth vaccine prohibition

Minister John Steenhuisen is also interdicted from interfering in private commercial relations of those who lawfully import FMD vaccines.

Here's the latest 🧵

[Søren Kierkegaard Club @Kierkegaarddd]

“Wherever there is a crowd there is untruth.”

[Drikus Combrinck @DrieksCombrinck]

Back in Q3 2023, we highlighted the Strait of Hormuz as a geopolitical risk investors should not ignore.

Not because we knew the timing.

But because in a changing world, portfolios need exposure to energy, real assets and optionality — not just traditional equity/bond diversification.

That is no longer a side issue. It is core portfolio construction.

https://t.co/pCjr8fxuDE

[Drikus Combrinck @DrieksCombrinck]

"A democracy is nothing more than mob rule, where 51% of the people may take away the rights of the other 49%."

Thomas Jefferson

[Drikus Combrinck @DrieksCombrinck]

Back in Q3 2023, we highlighted the Strait of Hormuz as a geopolitical risk investors should not ignore.

Not because we knew the timing.

But because in a changing world, portfolios need exposure to energy, real assets and optionality — not just traditional equity/bond diversification.

That is no longer a side issue. It is core portfolio construction.

https://t.co/pCjr8fxuDE

[Drikus Combrinck @DrieksCombrinck]

🫣

[Hedgeye @Hedgeye]

🚨 Margin debt as a percentage of real GDP soars over 5%

[Skye @SkyeZedA]

“If anyone is not willing to work, let him not eat. For we hear that some among you walk in idleness, not busy at work, but busybodies. Now such persons we command and encourage in the Lord Jesus Christ to do their work quietly and to earn their own living."
— 2 Thessalonians 3:10–12

[Drikus Combrinck @DrieksCombrinck]

History doesn't repeat itself, but it does rhyme.

[zerohedge @zerohedge]

S&P futs new record high, and yes: with 350 S&P names down, we may see the narrowest breadth record high today in history

[Drikus Combrinck @DrieksCombrinck]

@News24 @DeanMacpherson 🤣

[Drikus Combrinck @DrieksCombrinck]

How very Arthur Burns of him

[First Squawk @FirstSquawk]

FED'S MIRAN SAYS THE FED SHOULD IGNORE ENERGY SHOCKS.