Robert Lepp

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Robert Lepp

Robert Lepp

@Robert_Lepp__

Professional investor Ex. Emerging Markets Fixed Income MS, LSE

London, Saaremaa, Tallinn Katılım Kasım 2010
84 Takip Edilen401 Takipçiler
Robert Lepp
Robert Lepp@Robert_Lepp__·
Viimati oli Regormierakonna toetus nii madal neoliitikumi ajal.
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Robert Lepp
Robert Lepp@Robert_Lepp__·
Euroopa majandus on nigelas seisus, energiahindade tõus teeb olukorra hullemaks. Puudu on veel ECB eepiline policy mistake intressimäärade tõstmise näol.
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Robert Lepp retweetledi
Bob Elliott
Bob Elliott@BobEUnlimited·
Rate rises have been the most common prick that pops bubbles throughout history.
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WarMonitor🇺🇦🇬🇧
WarMonitor🇺🇦🇬🇧@WarMonitor3·
This weekend or next could get very hot in the Middle East the signs are there...
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The Assembly
The Assembly@InTheAssembly·
Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.
The Assembly tweet media
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Trinh
Trinh@Trinhnomics·
Reasons for agriculture prices to go up: - Fertilizer prices are up, and so that means that next season's harvest will likely have lower yield as farmers use less fertailizer; - Or farmers raise prices as margins are squeezed; - Countries that got extra food will burn food for fuel or increase the usage of ethanol. To name a few reasons will prices will rise.
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Robert Lepp
Robert Lepp@Robert_Lepp__·
Kehtib ka tänase kohta
Robert Lepp tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
The US bond market crisis is intensifying. While everyone is focused on AI and the Iran War, the US bond market is in a complete meltdown. The 30Y Yield is now above 5.00% and the 10Y Yield is nearing the pivotal 4.50% level, which resulted in President Trump's "90-day tariff pause" in April 2025. Long-term yields are now ABOVE levels seen prior to Fed rate cuts in another brutal reminder that the Fed can not contain the long-end of the yield curve. At the current pace, we will likely see US mortgage rates rise back above 7.00% this year. The question then becomes: How much longer can markets (or the US government) ignore the yield crisis? And, who folds first?
The Kobeissi Letter tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: April PPI Inflation surges to 6.0%, well above expectations of 4.9% and the highest level since January 2023. Core PPI Inflation rose to 5.2%, above expectations of 4.3%. Both CPI and PPI Inflation are now officially at 3+ year highs. Odds of rate HIKES are rising.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
INFLATION NOW OUTPACING PAYCHECKS Inflation is once again rising faster than wages, putting Americans under growing financial pressure for the first time in about three years. Consumer prices climbed 3.8% over the past year, while wages rose just 3.6%, meaning many workers are losing purchasing power.
*Walter Bloomberg tweet media
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Heikki Keskiväli
Heikki Keskiväli@hkeskiva·
On vuosi 1860. Pitäisikö maanviljelyskoneet kieltää työllistävyyden nimissä?
Heikki Keskiväli tweet media
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Tymofiy Mylovanov
Tymofiy Mylovanov@Mylovanov·
Kuleba: Do not build strategy around Western ATACMS, Taurus, or anything else. First build your own capability, then treat what friends give you as a bonus. That is when you are a strong state in a strong position. Ukraine has built that capability. 3/
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Helene Meisler
Helene Meisler@Chartfest1·
If you weren't trading in 1999-2000, then you're in luck. This is what it was like. Now you can experience it.
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Robert Lepp
Robert Lepp@Robert_Lepp__·
Kaljulaidi kanditatuuri seadmine on igati loogiline woke-sotsialistlikule erakonnale. Sa võid kastirattta võtta erakonnast aga mitte erakonda kastirattast.
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Mikael Sarwe
Mikael Sarwe@MikaelSarwe·
🇪🇺 It seems ECB is gearing up for a policy mistake. It's quite disturbing to see that the ECB seems to fully ignore a quite severe turn for the worse in both businesses and consumers view of the future. Why on earth would you want to stress into a rate hike scenario?
Mikael Sarwe tweet media
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Douglas A. Boneparth
Douglas A. Boneparth@dougboneparth·
Last month, we won the war and the market went higher. This month, we won the war again and the market goes higher. I can’t wait for next month when we win the war once more and go even higher.
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Marko Kolanovic
Marko Kolanovic@markoinny·
Oil dropped 12% on Iran deal claims and now rallied 8% as traders assess credibility of Axios claims. Who knows what happens next in blatantly manipulated markets. x.com/EbrahimRezaei1…
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