LANCASHIRE HOLDINGS ARE THRIVING IN HIGH INTEREST RATE ENVIRONMENT
π΅ 17% Dividend yield makes LRE.L one of my favourite holdings
π΅ I think they are a great play if you think IR will stay high
π΅ Expect dividend to reduce as insurance market softens
$FTSE
@EricChennells@dotkrueger@GrassFedBitcoin Realising subject here was BIP 110 and a conflation here between POW and NETWORK EFFECT.....
BIP 110 BTC has most POW = FALSE
native BTC has most POW = TRUE
Cyberhornets / non mining nodes have power = FALSE
BIP 110 BTC has network effect = FALSE
@EricChennells@dotkrueger@GrassFedBitcoin More precisely, what do you mean when you say it is proof of stake Eric?
I would interpret kruegers statement as.... Bitcoin is POW = TRUE
Cyberhornets/ non mining nodes have power = FALSE,
How do you get BTC is POW = FALSE?
GOLD : THE CAT THAT REFUSES TO DIE
π΅ Price resisting impending death cross (40Wk/10Wk)
π΅ ETF buying perks up in May in ray of hope for gold bulls
π΅ According to log chart a 40% correction could be possible as part of a long term bullish schenario
$gold
URANIUM PRICE + SUPPLY & DEMAND DYNAMICS 2026 - THE DEFINITIVE GUIDE
π΅ Healthily functioning market now controlled by term price
π΅ Slow motion logistics make Uranium a slow burner
π΅ Shills will have to wait till 2030-2050 for supply crunch
$Uranium
$YCA
CAN GOLD RESIST ITS IMPENDING DEATH CROSS?
π΅ Price showing some resistance as death cross approaches (52Wk/7Wk)
π΅ Fresh data shows Central Banks actually bought more gold in Q1 2026
π΅ US ETF outflows & sagging Jewellery demand was main cause of Q1 demand drop
$gold
FTSE 250: UK MACRO LOOKS GOOD BUT STILL CHALLENGED BY CPIH INFLATION PRINTS
π΅ FTSE 250 features crazy volatility
π΅ GDP, House prices & Jobs readouts all good
π΅Inflation low with 2.4% estimate based on Q1 CPIH data - however Feb & March readouts prompt caution
$FTSE
WHY HAS NO ONE NOTICED USA's BREAKNECK INFLATION?
π΅ SP500 at ATH with Iran war actually of no short term effect to America
π΅ CPI up 1.0% in March MoM (equiv. 12% yearly)
π΅ CPI up 2.4% in Q1 (equiv. 10% yearly)
π΅ CPI up 4% yearly by my own best case guestimate
$SP
BTC OWNERSHIP DATA SIGNALS ROBUST ASSET
π΅ Technically Bearish but holding above long term log line
π΅65% of BTC held by individuals in non custodial wallets since before end of last year
π΅ 40% since 2021
π΅ ETFs have had to buy BTC to compensate for lower price!
GOLD PRICE AT CROSSROADS
π΅ Unclear if gold has popped or is about to consolidate as part of an epic bull run
π΅ Gold ETF selling was massive in March (as was ETF selling overall) perhaps explaining irrational gold dump
$Gold
FTSE ROUND TRIPS ALL YEARS GAINS AS INVESTORS PANIC
π΅Ive sold my FTSE index Pension Fund stake (for a small gain)
π΅ Same Trump who triggered a FTSE pump with Tariffs now detonates Index destruction with the Iran War
π΅ Nows a good time to chill in money market funds
$FTSE
NATWEST PUNISHED BY US WAR PANIC
π΅ Ive exited my NWG position (at double initial investment)
π΅ Share price drop seems unfair given amazing performance of this company
π΅ One rational explanation would be the expectation of reduced lending as higher i.r.'s good for NWG.L
$NWG
NINETY ONE GLOBAL GOLD PUNISHED BY US WAR
π΅ Bruising price drop triggered by US war panic
π΅ I sold Half (still at 3X gains despite drop)
π΅ Gold & gold miner price drop hard to understand
π΅ Some pundits say its caused by selling gold to buy more expensive oil ???
ADMIRAL GROUP - A STEADY SHIP IN TROUBLED WATERS?
π΅ Admiral thrives in a high interest rate environment
π΅ 3 years in a row of monster customer & Net Income Growth
π΅ Inflation wave from Iran war is a risk
$ADM
@psychprofits@quiteuninformed Long Term Price is from Camecos official website numbers, reported monthly. Short Term (Spot) Price from Yellowcakes website (who get daily data from Numerco). Spot price on 05Mar is $86.