TrekExp

Always looking to learn better ways to invest. Fascinated by the psychology employed by investors.

[TrekExp @TrekExp]

@Keir_Starmer @GordonBrown Gordon Brown, the man that sold 395 tonnes of our gold (about half of the uk reserve) for a measly $275 per ounce raising $3.5 billion. Today that would have been worth £35-£50bn. Well done kier. Poor judgement continues.

[TrekExp @TrekExp]

@matthijsvdn Can’t find anything. Who knows. Bid rumours?

[TrekExp @TrekExp]

@conkers3 Hi chaps, only just listened to the podcast from the 20th march including Dr George Cooper. How eye opening. ‘The democratisation of private wealth’. Made me think of this clip from the #bigshort. https://t.co/bFjvecmxNQ. Retail investors beware.

[TrekExp @TrekExp]

@Frencheconomics @JohnRosier At least someone has grown a pair.

[TrekExp @TrekExp]

@JohnRosier Just seems strange that Starmer is weighing in on the doctors strike but when it comes to energy it’s the energy secretaries responsibilities. My take is that we award the licences use tax revenues to speed up renewables.

[TrekExp @TrekExp]

@reb40 I’m still behind that sofa.

[TrekExp @TrekExp]

@conkers3 @ShareScope It’s Thursday night so guess you’ll be recording the next podcast. It’s been a very quiet couple of weeks, not much happening in the markets, so good luck finding a topic to discuss. :) all the best chaps. Been hiding all day.

[TrekExp @TrekExp]

@reb40 Boe says 3 more rate hikes this year. Inflation going up. Oh well at least Rachael reeves ‘plan is working’ :).

[Bob150968 @bob150968]

@KTHopkins Not the only ones

[TrekExp @TrekExp]

@reb40 No

[TrekExp @TrekExp]

@conkers3 @CharlieHuggins_ Another great episode. Charlie Huggins explained very clearly why AI is not a threat to business models such as Experian and RELX – and why market sentiment may be missing the structural strengths in their data, workflows and customer integration.

A really thoughtful discussion

[TrekExp @TrekExp]

@conkers3 I love the is show. Keep up the good work chaps. Always insightful and grounded. Long may it continue.

[TrekExp @TrekExp]

@reb40 Not looking forwards to the megp share price today.

[TrekExp @TrekExp]

@AlanJLSmith Because she and kier have never had what it takes to start their own business never mind the skills to run one, and understand the heartache when things aren’t going well.

[TrekExp @TrekExp]

@Ben__Rickert I’m learning, but it’s unsettling is how much of this makes sense. Liquidity feels strong, but so much of it is just plumbing, not real savings. Long-end volatility, deficits, QT, and rising real yields… it’s all pointing to a market that’s held up by policy, not fundamentals.

[TrekExp @TrekExp]

@reb40 And premium bonds.

[TrekExp @TrekExp]

@reb40 It’s 1st Nov. Start of Christmas according to Asda.

[TrekExp @TrekExp]

@JohnRosier @CompoundIncome @tradermark72 @ShareScope Me neither. Hopefully not a cyber issue. More likely a Microsoft billing issue.

[TrekExp @TrekExp]

@wheeliedealer Good to see portfolio progress. Has been a good week.

[TrekExp @TrekExp]

@wheeliedealer Can’t make my mind up on telecom plus. Seems to be moving sideways at the moment. Heard it’s to do with uncertainty around the effect of ai on business like this.