Phantom
29 posts

Phantom
@LePurplePhantom
energy/commodities trading
United Kingdom Katılım Ocak 2025
29 Takip Edilen5 Takipçiler

$GYG.AX
Guzman Gomez is exiting the US market
Incredible they learnt their $20 slop bowl Aus-mex offering couldn’t compete in a country with well established Mexican cuisine
What does this do to their growth story now?
That IPO was sold to mug retail bagholders on the basis that US dominance was assured 😂

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The discrete divide between those who think the system will take care of them vs those who know their future is in their hands is growing.
James Clark 📈📉¯\_(ツ)_/¯@mr_james_c
Most private pension plans are rubbish. Companies put in a token amount (1-3%) so there's no incentive to save. When Australia introduced compulsory Superannuation in 1991, the *minimum* contribution was 9%. Beyond this, most pension holders don't invest their money wisely so it barely grows. Part of the problem here is the culture of dependency on the state created in the UK. If you know that you're responsible for your own retirement, you'll take a much greater interest in retirement planning.
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Shaved off some risk this past week, SK Hynix, CloudFlare and CBL. Still long these, but had grown too weighty in allocations. Hynix hard to tell hype vs fair-value. CloudFlare I still like given the infrastructure is not something easily commoditised. CBL, ty @blondesnmoney
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@blondesnmoney Thought I saw an erroneous block trade yesterday which quickly corrected on level. Wonder whether something similar today and the algos see it as FV change/momentum
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@Liathetrader Market trends on this have regular commentary by @blondesnmoney
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@blondesnmoney Definitely a value add depending how your dating weighting matrix looks
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@blondesnmoney @JoachimMo1985 Ursula making sure the big bad US banks don't take my superior union credits away 😤 LONG LIVE (sensible) CAPITALISM
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@JoachimMo1985 explain this to an american please, all the priips kiid mifid is a foreign language
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@JoachimMo1985 Unless there are specific ETFs you want to trade which don't have decent equivalents in UK/Europe, wouldn't bother. Any data subscriptions you have get roofed in fees.
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@blondesnmoney It's a junior dev - haven't seen any model reason well or contain enough context to ever build a framework from scratch, or combine many items of information without serious guardrails. Still gotta have a few brain cells...for now.
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@blondesnmoney How do you plan to fund her small business boutique which loses $10k/month?
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@blondesnmoney In line with experience, what you're looking for: github.com/Stirling-Tools…
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