ajolly

[ajolly @aj0llyman]

@MerrynSW How much is the insurance premium? Gold is at its highest valn ever vs US Housing which is at its highest ever valuation vs income.

[ajolly @aj0llyman]

If only I had put that order on for the out of money near term MRNA call option

[ajolly @aj0llyman]

@BullandBaird I don’t think stocks go up over time because investors are bad at it. Companies provide income and grow- that’s why.

[ajolly @aj0llyman]

@waitmaya 31

[ajolly @aj0llyman]

@BarrySchwartzBW “A hot start to August” after one full trading day- all sounds very short termy and not at all long term. Aren’t you investing your clients life savings?

[ajolly @aj0llyman]

@cjsnowdon @mattwridley A lot of the headline people e.g Gary Stevenson and Val McDermid don’t even breach the £10m mark they are proposing so it is a bit naughty saying they want to be taxed more.

[ajolly @aj0llyman]

@JamesMelville It’s horrible. Where does the council tax go now?

[ajolly @aj0llyman]

@BarrySchwartzBW I’m surprised the whole Brookfield ecosystem hasn’t collapsed since the cost of debt has normalised

[ajolly @aj0llyman]

@BarrySchwartzBW @ariaradnia Another lesson that just buying pretty companies with pretty narratives on ludicrous multiples rarely pays off.

[ajolly @aj0llyman]

@Top100Rick Had a tap in birdie on the 10th last month before my halfway house pie. Highlight of an otherwise poor golf year so far.

[ajolly @aj0llyman]

@htsfhickey Gold is the most expensive it’s ever been vs real estate and real estate is the most expensive it has been vs household incomes. Ergo Gold is off the charts expensive. It’s a bubble for apparently thoughtful people.

[ajolly @aj0llyman]

@KobeissiLetter Never been a fan of the US stock market to GDP ratio. US companies are eating the rest of the world’s GDP for lunch so why is US GDP the denominator?

[ajolly @aj0llyman]

@MerrynSW But stock price back to where it was a year ago and 40 per cent below where it was 5 years ago.

[ajolly @aj0llyman]

@John_Stepek Or instead of buying at sizeable premiums to nav towards the end of an IPO cycle, be patient and wait for the discounts at the bottom again?

[ajolly @aj0llyman]

@rickygervais Awwww- just like my pussy cat, so cute yet its eyes are very much telling you to f@ck right off.

[ajolly @aj0llyman]

@TheSecretAcct My point is if that holding SMT for those 8 years vs alternatives and taking a third out at the bottom of the tech market is not all that much of a success story.

[ajolly @aj0llyman]

@TheSecretAcct Fine. You’re not the lawmaker.

[ajolly @aj0llyman]

@AndyBurnhamGM @afneil Don’t we need a prime minster who looks forward and comes up with a plan? Not one who looks back 40 years fantasising about an uneconomic coal industry.

[ajolly @aj0llyman]

@SecretVC2 @TheSecretAcct Not really. The underlying holdings are very diversified for just 60% of a SIPP.

[ajolly @aj0llyman]

@BarrySchwartzBW The problem was that many of these stocks returns were in excess of their earnings growth for much of the last decade.