Leroycapitalgroup

Quant-driven Private Wealth Management.
🛠️ We use statistical modeling to automate capital allocation and maximize real returns. Beta access below.

[Leroycapitalgroup @LeroyCapital]

Most people don't lose wealth from bad investments.

They lose it from poor cashflow visibility.

#WealthManagement #PrivateClients #FinancialPlanning #LeroyCapital #CashflowManagement #AIFinance #HighNetWorth #PortfolioManagement

[Julien ⚡ CryptoBoost @realcryptoboost]

Je suis tombé sur ce truc ce matin et j'ai explosé de rire tout seul devant mon écran.

Quelqu'un a transformé le carnet d'ordres du Bitcoin en jeu vidéo. Un vrai champ de bataille en 3D 🤯

Les acheteurs qui chargent d'un côté, les vendeurs de l'autre, les baleines qui débarquent comme des gros chars, les liquidations qui se font dégommer en direct sur le terrain.

Le pire c'est que c'est le vrai order book, en live. Et moi je suis là, à 8h du mat, à tourner la caméra pour regarder mes liquidations préférées se faire éclater.

Dix minutes de perdues et zéro regret.

C'est débile, c'est génial et je pouvais pas garder ça pour moi.

[jo johnson @josbjohnson]

you must believe you are special and then go so hard, for so long, with such violent refusal to accept any other ending, that reality itself starts running out of ways to tell you no. you must wage a war daily against the ordinary outcome, until the belief you invented out of nothing in a room by yourself has been hammered into the world so many times that it stops being a claim and becomes reality.

[Boring_Business @BoringBiz_]

I told my unemployed friend that the plan was to make $10M, use it to buy a home, and park the rest in dividend stocks. At 3% yield, you can safely earn a pretty decent income to not have to work again

He asked me what I would do with my time once that happens

Told him I would probably spend my days relaxing at home, reading a book I love, and spending free time with friends and family whenever I can

He responded that he already does this and never had to earn $10M to be able to do it

Completely changed my perspective on life

[Leroycapitalgroup @LeroyCapital]

@greg16676935420 if you have a fruit that is worth $20, it means someone can buy it at $20. But if no one wants to buy it at $20 and can only give you $15, the fruit is worth $15. No money has been lost. Just a perception of what it's worth has changed. (Keep the fruit if it's worth $20 to you).

[Senkulain @Senkulain]

Jim Simons explains why no one has ever copied Renaissance Technologies

"Renaissance is 100% model-driven. No trade is ever made because someone walked into the trading room and says, 'Hey, let's buy IBM, it's a sure winner' or anything like that"

pause at 1:12 - he compares their billion-dollar algorithms to a carpenter's chisel

"and that religious sticking to the model is the only way you can run such a business"

"well, I think a lot of it is luck"

bookmark this, then watch

[Christopher C. Smith @christophcsmith]

You usually won't find smart, perceptive people bragging about being smart. Instead, they play little "recognition games" with each other. They smuggle clever Easter eggs into conversations and watch who "gets it." This provides an unfakeable signal of who is at least their peer.

[Leroycapitalgroup @LeroyCapital]

@KobeissiLetter "When measured in dollars"

[delost @thedelost]

https://t.co/KwHgvzZIXJ

[Leroycapitalgroup @LeroyCapital]

This is USD dumping. Why would anyone want to hold a depreciating asset (USD cash)?

Straight back to the sender.

[The Kobeissi Letter @KobeissiLetter]

Foreign investment into the US is exploding:

US net capital inflows surged to a record +$884 billion in the 12 months ending April 2026.

This metric shows how much outside money is entering US financial markets through private investors and official institutions buying US assets.

Net capital inflows have nearly TRIPLED since the start of 2025.

By comparison, the 2021 peak was ~$400 billion, less than half of current levels.

Total private purchases of US equities jumped to $763 billion in April, an all-time high.

Official institutions' purchases rose to a record $121 billion, more than doubling since the start of the year.

Global appetite for US assets is unprecedented.

[Leroycapitalgroup @LeroyCapital]

@SantiagoAuFund How can't you all see that this is USD dumping? no one wants to hold USD cash.

[Kevin Carpenter @kejca]

Warren Buffett: "I have everything I want in life."

"I could have ten houses instead of one. Would I be happier? No way. I could have ten cars instead of two. I wouldn't be happier. It would drive me crazy."

"I could have a 400-foot boat and then I'd [need to] have a crew of fifty or sixty. Some of them would be stealing from me. Some would be sleeping together. Who knows what would be going on? If I wanted to be a ship's captain, I'd have gone into a different profession."

(Charlie Rose Show || 2009)

[CTFTHEORY @mathmaticulous]

In 1963, Manhattan Project mathematician Stanislaw Ulam was doodling numbers in a spiral during a boring lecture and noticed something that shouldn't be possible.

Prime numbers numbers that are supposed to scatter randomly lined up into clean diagonal streaks across the page.

For sixty years this sat as an open anomaly.

Mathematicians confirmed it kept happening no matter how far out you drew the spiral, but nobody could explain why the universe would organize "random" numbers into geometry.

We think we've solved it.

Take any prime number bigger than 3 and divide it by 9. Look only at the remainder. There are 9 possible remainders, but primes can only ever land on 6 of them the other 3 are automatically ruled out because they're divisible by 3, which makes a number composite by definition.

So every prime that has ever existed or will ever exist is funneled into exactly 6 fixed positions.

Those 6 positions aren't random either. They split into two locked groups of three, each spaced perfectly 120° apart and the gaps between consecutive primes act like gears, forcing the sequence to step between these positions in a strict, predictable pattern we call the Prime Gap State Machine.

When you take Ulam's flat 2D spiral and lift it into this structure, his mystery diagonals stop looking accidental. They're the visible seams of an underlying lattice built from just the primes 2 and 3.

Watch the simulation

Hard Wall primes (remainders 1, 4, 7) lock into one triangle.

Temporal primes (remainders 2, 5, 8) lock into the other. The dark empty channels you see threading through the spiral are the Spine the positions no prime is allowed to occupy, ever.

It isn't random. It's a lattice with exactly two moving parts.
https://t.co/SyDc8IwSk7
https://t.co/RALUePz8Nb

https://t.co/4kswCvCdlD

#NumberTheory #Physics #Mathematics #CTFTheory #UlamSpiral

[Leroycapitalgroup @LeroyCapital]

@ChrisWillx There's a reason even the bible keeps insisting the first shall be last. (e.g. Joseph, King David etc.) It knows why.

[Leroycapitalgroup @LeroyCapital]

@Route2FI Look at the US dollar. Worthless when the USA owns it.

[Muthoni Njakwe @muthoni_njakwe]

Lucas, the breadwinner, had saved KSh 125K through pure sweat and sacrifice. He wanted to start investing.

When Kenya Airways shares were at their peak and every news outlet was talking about the rise to 7.48, he bought in. A few weeks later, the shares dipped to 6.30.

Now he is frustrated and wondering, “Kwani kunaendanga aje?” He asked me what to do next.

Read my step-by-step advice in today’s Saturday Nation.

[shdu @shdu11546816]

My best guess is that AI is going to soon cause a Deflationary Doom Loop due to the Paradox of Thrift.

As chatbots become agents, the layoffs will accelerate and spending behavior will rapidly change for many previously high income workers.

In macroeconomics, the Paradox of Thrift states that when everyone tries to save money at the same time, aggregate demand plummets, causing businesses to fail, which drives wages down further, forcing people to save even more.

The Physical Labor Glut: As millions of software engineers, lawyers, and corporate managers flood the market for physical jobs (plumbing, electrical work, elder care, construction), supply will vastly outstrip demand.

The Wage Floor Collapse: Wages for physical labor will probably crash to subsistence levels—just enough to buy calories and a crowded room. Because humans are panicking and hoarding every spare penny, discretionary spending will probably collapse except for the capital class.

"Everything becomes cheap and abundant" is a utopian narrative with one major flaw:

The employee class spends most of their money on Rent, Transportation, and Food... Intelligence is not the primary bottleneck for physical resources.

AI cannot print more land in desirable zip codes, it cannot bend the laws of thermodynamics to make gasoline infinitely efficient, and it cannot materialize calories out of thin air.

It's increasingly hard to fathom a future where 2/3 of the population doesn't become useless eaters.

[Ethan Kho @ethanrkho]

"In 35 years of institutional finance, I've had one original idea. And I kind of stole it from Joe Stiglitz."

Tom Costello (@tcoste110) explains:

"Right now there are 8 or 10 million super smart engineering students thinking they're going to write a program trading system, connect it to a Robin Hood API, and poof — a Lambo appears in their driveway."

"This is not real life."

"They build mean reversion. It doesn't work. Every mean reversion strategy that works has been running for a decade. Or 40 years."

"They build SP500 arbitrage. Everybody's doing that too, and they're co-located. They're getting the trade and you're not."

"Momentum. PCA. Factor deconstruction. None of it works."

"They assume that because they have a new idea for them, it's a new idea for everyone. That's absolutely not the case."

"I've only ever done three things. I've bought, I've sold, and I've waited. That's all anybody else is doing either."

[Wamwea🇰🇪 @wamweaaa]

The landing page for my app is out!

Took me a few hours with Codex and Astro and deployed on CloudFlare Pages in minutes.

I'd really appreciate some beta testers for the Android version.

Reply if interested and share for reach ❤️. Bless the clankers!

[Jim Scalpert @JimScalpert]

I believe every trader should try to code their own strategy for auto-trading — even if you never actually use it or are not successful in making it profitable. The process forces you to turn fuzzy “discretionary” ideas into hard logical rules, exposing what you really know (and don’t know) about trading… and quietly killing the bad habits you didn’t even realize were hurting you. I’ve learned more in the last 10 months doing this than in the previous 10 years combined. Highly recommend, despite what @TheOneLanceB says. 😉

[Leroycapitalgroup @LeroyCapital]

Use NSE Academy Virtual Account to simulate trading in real-time. Execute our engine’s systematic picks, track returns, and see exactly how our model fares in the live market.

Master the system before you deploy. 🇰🇪

🔗 https://t.co/Kzn1vHB4MW

#NSE #Investing #StockMarketKE