The British Investor.

Chartered Engineer turn Investor | I hope you enjoy your journey to financial independence | Check out my YouTube channel #FIJourney

[Bloomberg @business]

BREAKING: The US yield curve just turned positive for the first time since July 2022 https://t.co/PAWCxgotyl

[The British Investor. @LargoJd]

@thewealthster @JoneyTalks Haha. Class! We were outside the city centre in Ranelagh. Had the most amazing chicken wings with blue cheese sauce 😆.

[The British Investor. @LargoJd]

@thewealthster @FitbaPatter 😂😂😂 that’s absolutely class!

[The British Investor. @LargoJd]

@thewealthster Lol to a certain extent. I should get back to it. I still am thinking that maybe the blog approach could be better. But still need to sit down and look at it 😅.

[Alf @MacroAlf]

Bond markets are moving again, and you should pay attention.

Let's look under the hood together.

A thread.

1/

[The British Investor. @LargoJd]

Will There be a RECESSION in 2022? | The Big Conversation | Refinitiv https://t.co/rN88Hc81s7 via @YouTube

[The British Investor. @LargoJd]

@thewealthster To be fair, I just think it would be cool to have a blog and relate with likeminded people. I found your blog useful so I think it’s great to have more like it.

I think I will take a serious look at it. I think it’s cool to document and look back in years to come.

[The British Investor. @LargoJd]

@thewealthster Keep meaning to ask you. If you were to start again, would you use the same blog platform? And do you pay for it?

I am tempted to start up a blog focussed on FIRE. Similar to yours but I will put my own spin on it. I really like reading your blog every and seeing the progress.

[The British Investor. @LargoJd]

@thewealthster Looks totally class that!

[TheHappyHawaiian @ThHappyHawaiian]

I'm overdue on updating the fed pivot indicator, and frankly it's showing we have arrived already

We are at the point where the fed would usually halt rate hikes and begin easing again

As they gear up for 75bp in a couple weeks, they would be knowingly blowing up the system

[The British Investor. @LargoJd]

@MiddleAgedPlan Yes, just feels good to have it like a progress bar although markets recently aren’t helping the “progress” part ����.

[The British Investor. @LargoJd]

@MiddleAgedPlan So what I have done is split my FIRE number into milestones that are equivalent to 1month of FIRE per year. So currently I have completed 4 and a bit. So I could stop working for 4 and a bit months per year just now.

[The British Investor. @LargoJd]

@FIREMusings How many months of FIRE I have achieved so far. 😁

So I could stop working for 4months and a bit per year just now. 🥳

[Puru Saxena @saxena_puru]

This post-bubble contraction ticking most of the boxes -

- Stocks plunging
- US$ rallying
- Credit spreads blowing out
- Crypto crash underway

Commodities' plunge around the corner and subsequently, when Fed hikes sufficiently + economy craters, US Treasuries should rally.

[Brian G ☀️ @alphacharts]

Leadership board:
Oil stocks at 52w highs while $BDRY at 52w lows. Many materials + potash stocks caught somewhere in between. $REMX $COPX

$KWEB was the first shoe to drop in tech. It's now climbing out of the hole first - bottoming 2 months ahead of $ARKK

[The British Investor. @LargoJd]

Firing up the engines?

$KWEB

[The British Investor. @LargoJd]

@saxena_puru @jimcramer I’ve started a position but agree it could be a little early. Things can change quickly though.

[The British Investor. @LargoJd]

@saxena_puru @jimcramer What’s your thoughts on $TLT @saxena_puru ?