Mark Alpenblick

Vlogging macroeconomics and individual stocks and investment analysis just for fun as a hobby.

[Mark Alpenblick @MarkAlpenblick]

LANCASHIRE HOLDINGS ARE THRIVING IN HIGH INTEREST RATE ENVIRONMENT

🔵 17% Dividend yield makes LRE.L one of my favourite holdings
🔵 I think they are a great play if you think IR will stay high
🔵 Expect dividend to reduce as insurance market softens

$FTSE

[Mark Alpenblick @MarkAlpenblick]

@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

[Mark Alpenblick @MarkAlpenblick]

@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?

[Mark Alpenblick @MarkAlpenblick]

GOLD : THE CAT THAT REFUSES TO DIE

🔵 Price resisting impending death cross (40Wk/10Wk)
🔵 ETF buying perks up in May in ray of hope for gold bulls
🔵 According to log chart a 40% correction could be possible as part of a long term bullish schenario

$gold

[Mark Alpenblick @MarkAlpenblick]

@EricChennells @Vladcostea When you gonna flip? Thanks for letting me know I can wait to listen to Vlads BCH special!

[Mark Alpenblick @MarkAlpenblick]

URANIUM PRICE + SUPPLY & DEMAND DYNAMICS 2026 - THE DEFINITIVE GUIDE

🔵 Healthily functioning market now controlled by term price
🔵 Slow motion logistics make Uranium a slow burner
🔵 Shills will have to wait till 2030-2050 for supply crunch

$Uranium
$YCA

[Mark Alpenblick @MarkAlpenblick]

CAN GOLD RESIST ITS IMPENDING DEATH CROSS?

🔵 Price showing some resistance as death cross approaches (52Wk/7Wk)
🔵 Fresh data shows Central Banks actually bought more gold in Q1 2026
🔵 US ETF outflows & sagging Jewellery demand was main cause of Q1 demand drop

$gold

[Mark Alpenblick @MarkAlpenblick]

FTSE 250: UK MACRO LOOKS GOOD BUT STILL CHALLENGED BY CPIH INFLATION PRINTS

🔵 FTSE 250 features crazy volatility
🔵 GDP, House prices & Jobs readouts all good
🔵Inflation low with 2.4% estimate based on Q1 CPIH data - however Feb & March readouts prompt caution
$FTSE

[Mark Alpenblick @MarkAlpenblick]

WHY HAS NO ONE NOTICED USA's BREAKNECK INFLATION?

🔵 SP500 at ATH with Iran war actually of no short term effect to America
🔵 CPI up 1.0% in March MoM (equiv. 12% yearly)
🔵 CPI up 2.4% in Q1 (equiv. 10% yearly)
🔵 CPI up 4% yearly by my own best case guestimate

$SP

[Mark Alpenblick @MarkAlpenblick]

@ScammersCartel

[Mark Alpenblick @MarkAlpenblick]

BTC OWNERSHIP DATA SIGNALS ROBUST ASSET

🔵 Technically Bearish but holding above long term log line
🔵65% of BTC held by individuals in non custodial wallets since before end of last year
🔵 40% since 2021
🔵 ETFs have had to buy BTC to compensate for lower price!

[Mark Alpenblick @MarkAlpenblick]

GOLD PRICE AT CROSSROADS

🔵 Unclear if gold has popped or is about to consolidate as part of an epic bull run
🔵 Gold ETF selling was massive in March (as was ETF selling overall) perhaps explaining irrational gold dump
$Gold

[Mark Alpenblick @MarkAlpenblick]

FTSE ROUND TRIPS ALL YEARS GAINS AS INVESTORS PANIC

🔵Ive sold my FTSE index Pension Fund stake (for a small gain)
🔵 Same Trump who triggered a FTSE pump with Tariffs now detonates Index destruction with the Iran War
🔵 Nows a good time to chill in money market funds

$FTSE

[Mark Alpenblick @MarkAlpenblick]

NATWEST PUNISHED BY US WAR PANIC

🔵 Ive exited my NWG position (at double initial investment)
🔵 Share price drop seems unfair given amazing performance of this company
🔵 One rational explanation would be the expectation of reduced lending as higher i.r.'s good for NWG.L

$NWG

[Mark Alpenblick @MarkAlpenblick]

NINETY ONE GLOBAL GOLD PUNISHED BY US WAR

🔵 Bruising price drop triggered by US war panic
🔵 I sold Half (still at 3X gains despite drop)
🔵 Gold & gold miner price drop hard to understand
🔵 Some pundits say its caused by selling gold to buy more expensive oil ???

[Mark Alpenblick @MarkAlpenblick]

ADMIRAL GROUP - A STEADY SHIP IN TROUBLED WATERS?

🔵 Admiral thrives in a high interest rate environment
🔵 3 years in a row of monster customer & Net Income Growth
🔵 Inflation wave from Iran war is a risk

$ADM

[Mark Alpenblick @MarkAlpenblick]

@psychprofits @quiteuninformed Long Term Price is Long Term contract prices for utilities buying Uranium, I should add.

[Mark Alpenblick @MarkAlpenblick]

@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.