Chris

Is there a small silver lining watching the just stop oil people understanding what happens if you do indeed just stop oil.

@Melendhar Congrats on slp. Tough market to call given huge macro impacts that might or might not last.

Hi Chris! Sorry for my late reply, hectic week. To answer your Q - i have already utilized most of my free cash, adding and opening various positions (as posted on my feed). So im not perfectly positioned for a crash, having < 25% of dry powder left. Most of my positions declined further so it was not brilliant top-ups either. But i will give them time. Only #slp trade went well which i now closed.

This will be an interesting day today. Especially in commodities.

@PositivFuturist Staples with a moat. Ironically someone who makes pistols probably. Please let me know what the answer is.

Given the impending bond market crisis, energy crisis, probable AI bubble burst etc.. What should we buy to survive?

@ZackPolanski How will you afford this when the bond market will price the cost of the Green Party higher.

It's clear - Reform are a danger to our NHS. Only Greens can stop them.

@RidyardMike @RonadatylJake Agreed they aren’t stoking the right balance especially when industry is factored in.

@RonadatylJake Electricity is no good for gas boilers/oil heaters & petrol/Diesel vehicles Jake. It will be a many years before everything is electric!🛢️🔥

The UK's energy debate is often too narrow. While we focus on greening the grid, we forget that fossil fuels aren't just for power—they’re the backbone of home heating, transport, and industry. Relying on imports for these essentials isn’t a strategy; it’s a vulnerability. 🇬🇧🔥

@TheGriftReport Presume you mean which, not what?

I'll start, Rosie Jones.

@LabourBerry @DeborahMeaden Should we let the market decide that rather than academics without skin in the game?

NEW analysis from University of Oxford finds a UK fully powered by renewable energy could save households up to £441 a year on energy bills. The idea drilling the NSea would make UK more secure & significantly lower Bills - is sheer fantasy msn.com/en-gb/money/ot…?

@investingidiocy No. However, she did raise employer ni and also not enable the North Sea oil. She continued the position that relied on the kindness of strangers.

Did she start a war?

@GrahamCompton Great if you have excess earning, however how do you factor that experiences with kids is more important? Such as that holiday.

@7Kiwi @MortgageMikeN2 The issue is how, given the prior track record. Please explain the path here, else it’s just inflation how ever far down you cut this to escape the debt.

UK 10Y borrowing costs soar over 5%. This is how debt doom loops begin. It is now urgent to cut spending and slash energy costs to get growth going.

@INVESTMENTSHULK Keep up the good work, I used to see you as the crazy end of twitter and now you are the normal end of the spectrum.

WHY DID YOU ALL SELL RISK GOING INTO THE WEEKEND? NOTHING EVER HAPPENS ON THE WEEKENDS.

@LiamHalligan @PositivFuturist What level do we see Labour taking action?

So the UK's 10-year gilt yield - the cost of government borrowing - is now up at 2008 levels. An 18-year high The difference is that, back then, UK national debt was 48pc of GDP, and now it's the best part of 100pc. So the debt service costs are much MUCH heavier. Of the £14.3bn the UK government borrowed in February alone, no less than £13bn of that was spent on interest on existing debts - a situation which is not only unsustainable, but very close to provoking a disastrous financial collapse. Yet still, our national discourse is all about more spending, more borrowing, more "state intervention". When is the Labour party – and much of the listless, unthinking rump of the UK's political and media class – going to start acknowledging reality? WHEN ....?

@DonaldPond6 Horrific. We need this core industries.

In 2022 the UK lost its last major fertiliser production plant. This was covered mainly in the context of losing the CO2 byproduct which is widely used. But look at the pattern: 1) UK has extremely high energy costs 2) UK taxes O&G production highly

@MarkKleinmanSky Encourage, how?

Revealed: A campaign backed by Rachel Reeves aimed at boosting the UK stock market will encourage savers to "take the next step [and] invest" next month, even as the economic turmoil caused by the Iran war prompts predictions of a delay to its launch. #liveblog-body" target="_blank" rel="nofollow noopener">news.sky.com/story/mark-kle…

@AlanLpool66 @Hawkeye_74 Thanks, however I’m not sure how that is helpful? Why was there a massacre? Whats the echo in history here. Keen to understand.

@CBailstar @Hawkeye_74 From Google. In 1994, UK gilt market experienced significant, turbulent downturn, referred to as part of the "Great Bond Massacre" or the 1994 bond market crisis. After a strong rally in 1993, global bond markets, including the UK, saw sharp price falls and rising yields

Whilst the 2year led yields higher yesterday, its impossible now to ignore where long gilt yields are. There are potential echo's of 1994 starting to emerge, which is scary.

TRUMP: WE WANT TO TALK TO IRAN, THERE IS NOBODY TO TALK TO

Kharg Island.

@Monevator Also not just any old day on the market as well.

Not a good look when your market positioning is all about reliability, stability, and seriousness… bbc.co.uk/news/articles/…