AlpaCapital

5.5K posts

AlpaCapital

AlpaCapital

@MMikethe

Katılım Ağustos 2020
786 Takip Edilen529 Takipçiler
Andrew 🇺🇦
Andrew 🇺🇦@moneyandmore72·
Fundsmith Equity Fund - Off 11.3% in Q1 2026 versus a 1.6% drop for its benchmark. Outperformance since the fund’s inception has fallen to 0.9% annualised. Not good and hard to defend. Thoughts/views? 1/n fundsmith.co.uk/factsheet/
Andrew 🇺🇦 tweet media
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Sid Prabhu
Sid Prabhu@sidprabhu·
This is going to end with the US pulling out and Iran tolling (as I said at the beginning of the conflict) and then most likely years of negotiations and threats between countries in the most affected regions and Iran. These guys broke it, know they are losing support and want others to deal with the consequences.
Furkan Gözükara@FurkanGozukara

Absolute panic in Washington. Marco Rubio whines that Iran is planning to permanently control the Strait of Hormuz and charge a toll. He admits the US is powerless to stop it alone and begs the rest of the world to step in. Iran has completely outsmarted the American empire.

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AlpaCapital
AlpaCapital@MMikethe·
who dumped #TFIF yesterday and is now buying it all back? 😂
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Willy Woo
Willy Woo@willywoo·
@recouso It's crazy so many countries do this so badly when the playbook to success has already been written by the winners... Switzerland Singapore Dubai.
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Alex Recouso
Alex Recouso@recouso·
🇬🇧 The recent capital gains tax increase in the UK was expected to bring additional tax revenue. Instead, high-net-worth individuals and families are leaving the country, leading to a 10% fall in net capital gains tax revenue. Welcome to the Laffer curve, suckers.
Alex Recouso tweet media
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AlpaCapital
AlpaCapital@MMikethe·
@MikeFritzell But who will let their decision to travel to Thailand depend on paying $9?
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AlpaCapital
AlpaCapital@MMikethe·
@DeepSailCapital But if this becomes a bear market, it’s 2 out of 3 that he created himself in the first place.
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Deep Sail Capital
Deep Sail Capital@DeepSailCapital·
Trump has been President during two of the most violent bear market recoveries (Covid-2020 and Tariffs-2025) and yet we all don’t think he can pull another one out of his ass.
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User573829102
User573829102@Anon47281938474·
@ArmchairW We have already destroyed their military save for sporadic missile launches. Their leadership is completely gone and we are negotiating with a moderate faction. And without a ground invasion. Try to use your brain. It’s not the same war as 2003.
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Armchair Warlord
Armchair Warlord@ArmchairW·
We are now 26 days into the Iran War. By this point in the 2003 Iraq War (April 15th, 2003) US forces had destroyed the Iraqi military, taken Baghdad, driven Saddam Hussein from power, and secured the final regime stronghold in Saddam's hometown of Tikrit. Iraq had fallen.
Armchair Warlord tweet media
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Polymarket Intel
Polymarket Intel@PolymarketIntel·
Trump: I was proud to ENDORSE Viktor for Re-Election in 2022, and am honored to do so again. Election Day is April 12, 2026. Hungary: GET OUT AND VOTE FOR VIKTOR ORBÁN. He is a true friend, fighter, and WINNER, and has my Complete and Total Endorsement for Re-Election as Prime Minister of Hungary — VIKTOR ORBÁN WILL NEVER LET THE GREAT PEOPLE OF HUNGARY DOWN. I AM WITH HIM ALL THE WAY! PRESIDENT DONALD J. TRUMP
Polymarket Intel tweet media
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Gert De Mesure
Gert De Mesure@gertdemesure·
Kan er iemand uitrekenen wat de hogere rente de Staat zal kosten? Het zal een hard ontwaken worden voor sommige partijen die graag het geld laten rollen
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AlpaCapital
AlpaCapital@MMikethe·
@atrupar Everyone who worked with him will be burnt for life after this term.
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Aaron Rupar
Aaron Rupar@atrupar·
WELKER: Do you think it's appropriate for the president to celebrate the death of a Bronze Star, Purple Heart recipient who served in Vietnam? BESSENT: Neither one of us can understand what has been done to the president and his family WELKER: But is it appropriate for the president to celebrate the death of any American citizen? BESSENT: Give what has been done to President Trump and his family, it is impossible for either of us to understand what he's been through WELKER: So you don't think there's anything wrong with a post saying, 'Good. Robert Mueller's dead'? BESSENT: We should have empathy for what's been done to the president and his family
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AlpaCapital
AlpaCapital@MMikethe·
@Biohazard3737 I feel more gap down followed by big rally. Especially asia and europe will be pessimistic.
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AlpaCapital
AlpaCapital@MMikethe·
@RidyardMike I think I would rank TFIF as less risky than SEQI and RECI 🧐 certainly much less than SMIF. TFIF is pretty much floating rate so rising rates will not be detrimental.
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AlpaCapital
AlpaCapital@MMikethe·
So much bear pr0n on my feed
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AlpaCapital
AlpaCapital@MMikethe·
Bought more $RITM, what a steal at these prices?!
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AlpaCapital
AlpaCapital@MMikethe·
@FinanceFilosoof en weten dat er nog genoeg olie en gas in de Noordzee zit, maar nee, dat willen we niet
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Stefan Willems (Beurs/Expat)
Stefan Willems (Beurs/Expat)@FinanceFilosoof·
Breaking comment voor België in dit artikel. Na de aanval zegt de CEO van Qatar Energy dat het potentieel tot 5 jaar aan gascontracten moet stoppen aan België. Zal jaren duren om de schade te herstellen. België is direct geraakt.
Javier Blas@JavierBlas

QatarEnergy CEO says the Iranian attack overnight damaged ~17% of its LNG production capacity, and it would take 3-5 years to repair the damage. reuters.com/business/energ…

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AlpaCapital
AlpaCapital@MMikethe·
@CryptoCyberia There are a lot of clowns in this administration, but Navarro is certainly top 3
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