Ben Kumar 👓

Picking through the weird world of finance.

and opinions expressed are my own, do not reflect the views of 7IM etc etc

[Erik Townsend 🛢️ @ErikSTownsend]

The hyperscalers have bet big on reactors. Next they'll have to lock up the fuel, and the first one to move gets the last good price. https://t.co/QbBSUl4kBB

[Ben Kumar 👓 @BenKuMarkets]

"Make sure you don't take a political stance in public"

Disagree. Dumb is dumb.

[LBC @LBC]

'It's a dumb policy... it's like saying you're going to tax only £10 notes.'

Rumours are swirling that Rachel Reeves is going to tax cash sitting in ISAs. Ben Kumar and Chris Justham tell @TomSwarbrick1 that they aren't too keen.

[LBC @LBC]

'It's us to blame. It's capitalism in a nutshell.'

Chris Justham tells @TomSwarbrick1 about M&S' 'bonkers' new viral snack.

[Bloomberg Opinion @opinion]

The UK really does have an air conditioning problem.

@lararhiannonw has a few ideas how to solve it (like not wearing a coat on the Tube) 🎥

[enCore Energy Corp. (NASDAQ:EU | TSX.V:EU) @enCoreEnergy_EU]

Big news for U.S. nuclear energy: Constellation says Unit 1 at the Three Mile Island plant—shut down since 2019—could restart as early as 2027, a full year ahead of schedule. A major step toward strengthening America’s clean energy future. ⚛️

Read more via @Reuters: https://t.co/XnnooWW07A

[Autumn Capital @AutumnCapital]

Fintwit Archetypes (non-exhaustive) :

1. "True" Value Investor
Manages personal portfolio, family money or small fund (quarterly letters always public). Concentrated, bottoms-up investor that applies Buffett. Not retarded. Huge drawdowns, but it's OK, he "thinks long term"

[Mike Bird @Birdyword]

Maybe the craziest, dumbest, wildest month of market coverage I've ever covered. Very stupid, very fun, sorry to everyone who sold. S&P closes down less than 1% for April

[Isi Breen @isaiah_bb]

This is the plot to The Phantom Menace, by the way

[Amit Paranjape @aparanjape]

Opening lines of "States of Matter", by D.L. Goodstein...

(image via: https://t.co/LMgwO60THl)

Now....that's a good way to get the reader's attention at the beginning of a book! :)

Few more related quotes: https://t.co/4qHXaPsO6z

[Meb Faber @MebFaber]

Learned today European banks have outperformed the Mag 7 over the past two years....

via @GoldmanSachs

[Avichal Garg - Electric ϟ Capital @avichal]

Ironic that we got free AI from a hedge fund and $200/month AI from a nonprofit.

[anna !!! :)) 🇵🇸🌸✨🌸🇵🇸 @frogs4girls]

i don’t think any single thing has altered my vocabulary as much as “is that good”

[jp @excesstential]

looked at the moon tonight. thought of this tweet. i think it’s the greatest tweet of all time

[glavo lilio @glavilio]

we're counting down the top 500 songs of the holocene. most of them are bird calls, a couple are by ancient humans but they were sung and forgotten thousands of years before you were born. inexplicably mambo number 5 is number 398

[Veles 👶😵‍💫👶 @keyofgeo]

“I don’t have a dog in this fight” : normal, if grim

“I don’t have a horse in this race” : less common, but meaning obvious

“I don’t have a dog in this race” : subverts expectations; strong imagery

“I don’t have a horse in this fight” : spellbinding, transcendent synthesis

[Cullen Roche @cullenroche]

The US stock market is now 63% of global market cap, up from 60.5% at the beginning of the year. The next biggest market is...Japan at 5.6%.

[Ben Kumar 👓 @BenKuMarkets]

@SamStonedIsland @randomroger I basically did what @randomroger says - I bought some in 2017, prepared to lose all my investment (done similar with various stocks, and have lost it all - Monte Paschi, 2015 🙃).

Diversification. Doesn't get you rich quickly, but doesn't kill you either.

[Ben Kumar 👓 @BenKuMarkets]

"if you want to speculate, start with an amount that you could watch go to zero without damaging you financially. Then let it either succeed or fail and if it grows into a life changing piece of money, sell it and let it change your life."

Perfectly put on Bitcoin @randomroger

[FT Alphaville @FTAlphaville]

Half of Wall Street’s equity derivatives teams.👌

[Abhishek Hari @abhishek7h]

Pro tip: don't trade on a phone with a curved display 💀