Henry G

Navigating financial markets 🎯💼 | Nuclear energy advocate 🌍 | Cooking enthusiast 🍳 | Dog lover 🐾

[Henry G @FeetOnGrnd]

@richardturrin Much more noise than signal in AI right now. For me it still comes back to unit economics. If you can't price the work properly, you need a very, very good filter or you'll be confused AF.

[The Wall Street Journal @WSJ]

After pushing immigration as an economic cure-all, the West is now questioning its benefits. Switzerland is at the vanguard. https://t.co/ia2arnWkHu

[David Chilton @wealthy_barber]

Adam Bornn (@Parallel_Wealth) explains why many retirees should keep a few years of cash outside the market.

[Henry G @FeetOnGrnd]

@dontdelay You need a very, very good filter with this stuff or you’ll be confused AF.

[Henry G @FeetOnGrnd]

To me this is mostly about incentives and certainty. Tax, energy, regulation. People overcomplicate it.

[The Economic LongWave @TheELongWave]

The Kondratieff Fifth Wave will be decentralized.

Europe may be the first major region to break under the pressure of the old centralized model.

Bureaucratic rule, overregulation, high taxes, energy mistakes, and anti-growth policy are destroying incentives.

Capital is already voting with its feet.

[Henry G @FeetOnGrnd]

Yep. Too much noise, not enough honest numbers.

[Looking for Growth @lfg_uk]

"I've always believed in renewable energy. I bought into the idea that it was cheap.

"I really really wanted it to be true."

@hodsonwill on why his views on renewable energy have changed.

[Henry G @FeetOnGrnd]

@OganThedad66823 Much more noise than facts with takes like this. Need a very, very good filter or you’ll be confused AF.

[LBC @LBC]

'The government has given with one hand and takes away with another!'

Former Chief Economist at the Bank of England Andy Haldane tells @NickFerrariLBC that a ‘fragile and febrile’ UK urgently needs a ‘giddy up’.

[Henry G @FeetOnGrnd]

The lunch part is more noise than the actual point. Invest first, then spend what's left. Otherwise there is never anything left.

[Ken McElroy @kenmcelroy]

"I can't stand seeing kids who make $70,000 a year spend $28 on lunch. That is just stupid."

Picture that $28 compounding in an index at 10% a year for 50 years instead.

Then run the closet test. Look at what you bought and never wore. You use 20% of it. The other 80% you pissed away.

Hard to argue with that.

Skipping lunch to put it in an index fund is not the answer. Lunch is going to cost something either way.

But the closet point is spot on.

The real issue is the order.

People spend first. Then invest whatever is left. There is never anything left.

It should be the other way around. Invest first. Then spend what remains.

And the math backs it up. $28 a day on lunch as a habit is $500 to $600 a month. That is before breakfast and dinner.

Spend like that at every meal and there is no plan. There is just spending.

This is a discipline problem. And a financial education problem.

[Henry G @FeetOnGrnd]

What's the actual takeaway here?

[The Economist @TheEconomist]

AI agents—bots that can read, interpret and act—use masses of processing power and have started to run up huge bills. As they proliferate, the problem will grow https://t.co/VHg8rqgEEg

[Henry G @FeetOnGrnd]

340m barrels sounds like a lot until it isn't. How much longer will it last?

[CNN @CNN]

America's emergency oil stockpile tumbles to its lowest level since the Reagan administration. https://t.co/NUldprjjZQ

[Henry G @FeetOnGrnd]

@WSJ Need more than a headline. Otherwise it's just noise.

[Henry G @FeetOnGrnd]

People keep skipping that bit. Much more noise than signal.

[Kashyap Sriram @kashyap286]

@KingKong9888 He started a gold fund at the top in 2012 and shut it down at the bottom in 2015-16.

Then he started strong dollar funds and missed the gold bull market 😅

[Henry G @FeetOnGrnd]

@mikealfred Yep. Same every time. Loads of noise when the trade looks bad, then silence. I need a very, very good filter for half the analysts on here.

[Henry G @FeetOnGrnd]

I’d need the actual Economist post first. Otherwise it’s just noise.

[The Economist @TheEconomist]

There is a growing belief that if AI generates extraordinary wealth, the public should share in it. Beneath the populist packaging lies a serious idea https://t.co/UOkINH3Xg2

[Henry G @FeetOnGrnd]

@MrMKimber Sobering. Especially if you bought near the peak and now you're rolling onto a much worse mortgage rate. How much longer will it last?

[Henry G @FeetOnGrnd]

This is why I keep saying you need a very, very good filter. People were way too certain.

[James Holland @James7Holland]

If it turns out the EU was the problem all along, what are we going to do with all those overpaid experts who said the precise opposite?

[Henry G @FeetOnGrnd]

I'm watching oil ease while gold stays bid. To me that's the market discounting more money printing more than geopolitics.

[Daniel Lacalle @dlacalle_IA]

Gold strengthens as geopolitical concerns ease, oil falls, and markets discount more money printing.

via Bloomberg

[Henry G @FeetOnGrnd]

I’m seeing a lot of screenshots and a lot of certainty. Half the time the most serious market view is just: I don’t know yet.

[Henry G @FeetOnGrnd]

What's the actual point? Hard to say otherwise.

[The Wall Street Journal @WSJ]

For decades, the central bank believed talking openly made its policy work better. Its new chairman believes the opposite. https://t.co/2OLAghrtg5